Purchases and Sales Made in Q2 2023 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q2 2023. 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 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.65M+ 438.16% |
$84.5M - $86.4M
|
3.25M
$107M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.13M+ 275.41% |
$68M - $69.5M
|
2.9M
$95.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07M+ 47.49% |
$34.2M - $35M
|
3.33M
$110M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
943K+ 21.54% |
$30.1M - $30.8M
|
5.32M
$175M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
926K+ 9.01% |
$29.6M - $30.3M
|
11.2M
$369M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
786K+ 3178.33% |
$25.1M - $25.7M
|
810K
$26.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
629K+ 74.54% |
$20.1M - $20.5M
|
1.47M
$48.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
562KNew |
$18M - $18.4M
|
562K
$18.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
544KNew |
$17.4M - $17.8M
|
544K
$17.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
502K+ 8.8% |
$16M - $16.4M
|
6.2M
$204M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
378K+ 143.72% |
$12.1M - $12.3M
|
641K
$21.1M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
349K+ 70.7% |
$11.2M - $11.4M
|
843K
$27.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
274K+ 2026.54% |
$8.75M - $8.95M
|
288K
$9.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
236K+ 33.2% |
$7.55M - $7.72M
|
948K
$31.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
203K+ 375.17% |
$6.48M - $6.62M
|
257K
$8.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
199K+ 25.7% |
$6.35M - $6.49M
|
972K
$32M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
189KNew |
$6.05M - $6.18M
|
189K
$6.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
188K+ 2.72% |
$6.01M - $6.14M
|
7.11M
$234M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
186KNew |
$5.93M - $6.06M
|
186K
$6.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
184K+ 7.58% |
$5.87M - $6M
|
2.61M
$85.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
181K+ 14.15% |
$5.79M - $5.92M
|
1.46M
$48.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
164K+ 27.94% |
$5.24M - $5.36M
|
751K
$24.7M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
160K+ 304.75% |
$5.12M - $5.23M
|
213K
$7.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
155K+ 11.28% |
$4.95M - $5.06M
|
1.53M
$50.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
152K+ 1385.05% |
$4.84M - $4.95M
|
163K
$5.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
148KNew |
$4.72M - $4.82M
|
148K
$4.86M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
147KNew |
$4.7M - $4.81M
|
147K
$4.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
136K+ 49.32% |
$4.34M - $4.44M
|
411K
$13.5M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
133K+ 18.81% |
$4.24M - $4.34M
|
839K
$27.6M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
131K+ 7.05% |
$4.17M - $4.26M
|
1.98M
$65.3M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
130K+ 3.08% |
$4.16M - $4.26M
|
4.36M
$144M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
127KNew |
$4.04M - $4.13M
|
127K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
113KNew |
$3.6M - $3.68M
|
113K
$3.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
104K+ 740.65% |
$3.32M - $3.39M
|
118K
$3.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
95.9KNew |
$3.07M - $3.13M
|
95.9K
$3.16M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
93.2K+ 155.97% |
$2.98M - $3.04M
|
153K
$5.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
89K+ 16.31% |
$2.84M - $2.91M
|
635K
$20.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
86.7K+ 8.37% |
$2.77M - $2.83M
|
1.12M
$37M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
82.9K+ 18.25% |
$2.65M - $2.71M
|
537K
$17.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
72.1K+ 50.39% |
$2.3M - $2.35M
|
215K
$7.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
71.5K+ 32.1% |
$2.28M - $2.33M
|
294K
$9.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
70.4K+ 15.54% |
$2.25M - $2.3M
|
524K
$17.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
66.7KNew |
$2.13M - $2.18M
|
66.7K
$2.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
57.9K+ 148.33% |
$1.85M - $1.89M
|
96.9K
$3.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
57.3K+ 163.52% |
$1.83M - $1.87M
|
92.3K
$3.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
52K+ 40.21% |
$1.66M - $1.7M
|
181K
$5.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
48.9K+ 27.15% |
$1.56M - $1.6M
|
229K
$7.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
48.4K+ 6.58% |
$1.55M - $1.58M
|
784K
$25.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
45.6K+ 23.58% |
$1.46M - $1.49M
|
239K
$7.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
45.4K+ 0.21% |
$1.45M - $1.48M
|
21.2M
$700M
|