Purchases and Sales Made in Q2 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q2 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO INTERMEDIATE TE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.79KClosed |
$57.5K - $61.1K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-1.93K- 1.78% |
$61.8K - $65.8K
|
106K
$3.5M
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.99K- 1.22% |
$63.7K - $67.8K
|
161K
$5.32M
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2KClosed |
$64.1K - $68.2K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-2.03K- 4.66% |
$65.1K - $69.2K
|
41.5K
$1.37M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.16K- 54.79% |
$69.1K - $73.5K
|
1.78K
$58.6K
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.22K- 2.42% |
$70.9K - $75.5K
|
89.5K
$2.95M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.22K- 6.75% |
$71.1K - $75.7K
|
30.7K
$1.01M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.54K- 51.27% |
$81.3K - $86.5K
|
2.41K
$79.5K
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.56K- 29.1% |
$81.9K - $87.1K
|
6.23K
$205K
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.59K- 33.45% |
$83.1K - $88.4K
|
5.16K
$170K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.65K- 22.9% |
$84.8K - $90.2K
|
8.92K
$294K
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.66K- 3.98% |
$85.1K - $90.6K
|
64.1K
$2.11M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-2.71K- 25.87% |
$86.9K - $92.5K
|
7.78K
$256K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.83K- 50.39% |
$90.6K - $96.4K
|
2.78K
$91.7K
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.94K- 2.66% |
$94K - $100K
|
108K
$3.54M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.47K- 26.74% |
$111K - $118K
|
9.51K
$313K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.98K- 20.33% |
$127K - $136K
|
15.6K
$513K
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.12K- 1.95% |
$132K - $140K
|
207K
$6.83M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.65KClosed |
$149K - $159K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.74K- 10.3% |
$152K - $161K
|
41.3K
$1.36M
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.85K- 13.98% |
$155K - $165K
|
29.8K
$982K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.1K- 45.22% |
$163K - $174K
|
6.18K
$203K
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-5.42K- 36.3% |
$174K - $185K
|
9.51K
$313K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.56K- 23.55% |
$178K - $189K
|
18K
$594K
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.86KClosed |
$188K - $200K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
SELL
|
- |
-5.87K- 17.55% |
$188K - $200K
|
27.6K
$908K
|
|
Aug 09, 2022
Q2 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5.87K- 13.36% |
$188K - $200K
|
38K
$1.25M
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-5.93KClosed |
$190K - $202K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6K- 3.04% |
$192K - $204K
|
191K
$6.29M
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-6.02KClosed |
$193K - $205K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.24K- 52.62% |
$200K - $213K
|
5.62K
$185K
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-6.3K- 7.31% |
$202K - $215K
|
79.9K
$2.63M
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.3K- 28.85% |
$202K - $215K
|
15.5K
$512K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.46KClosed |
$207K - $220K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.49K- 48.51% |
$208K - $221K
|
6.89K
$227K
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.68KClosed |
$214K - $228K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-6.69KClosed |
$214K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.92KClosed |
$222K - $236K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-6.95KClosed |
$223K - $237K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.96KClosed |
$223K - $237K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7.01K- 8.19% |
$225K - $239K
|
78.6K
$2.59M
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-7.1KClosed |
$227K - $242K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7.1KClosed |
$227K - $242K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-7.24K- 1.56% |
$232K - $247K
|
457K
$15M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.25KClosed |
$232K - $247K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.27KClosed |
$233K - $248K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-7.73KClosed |
$247K - $263K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.14KClosed |
$261K - $277K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.33KClosed |
$267K - $284K
|
0
$0
|