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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
42.9K+ 6.73% |
$1.37M - $1.4M
|
680K
$22.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
BUY
|
- |
41.9K+ 47.33% |
$1.34M - $1.37M
|
130K
$4.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
41.5K+ 16.39% |
$1.32M - $1.35M
|
294K
$9.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
40.3K+ 8.26% |
$1.29M - $1.32M
|
528K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
40.1K+ 43.92% |
$1.28M - $1.31M
|
131K
$4.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
36.7KNew |
$1.17M - $1.2M
|
36.7K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
36.2K+ 8.3% |
$1.16M - $1.18M
|
473K
$15.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
31.1K+ 2.97% |
$994K - $1.02M
|
1.08M
$35.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30K+ 3.67% |
$957K - $979K
|
846K
$27.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
28.9K+ 29.74% |
$922K - $943K
|
126K
$4.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
25.9K+ 32.01% |
$829K - $847K
|
107K
$3.52M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
25.2K+ 80.75% |
$805K - $823K
|
56.4K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.1K+ 44.95% |
$801K - $819K
|
80.8K
$2.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
24.5KNew |
$784K - $801K
|
24.5K
$808K
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
24.2K+ 8.18% |
$772K - $790K
|
320K
$10.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
23.7K+ 2.42% |
$757K - $774K
|
1M
$33M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.2K+ 8.15% |
$740K - $757K
|
307K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
23K+ 4.92% |
$735K - $751K
|
490K
$16.1M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
21.7K+ 30.35% |
$692K - $708K
|
93.1K
$3.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21.4K+ 47.89% |
$682K - $697K
|
65.9K
$2.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.4K+ 10.24% |
$652K - $666K
|
220K
$7.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20K+ 13.22% |
$640K - $655K
|
172K
$5.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.8KNew |
$568K - $581K
|
17.8K
$586K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.6K+ 21.49% |
$562K - $574K
|
99.4K
$3.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.9K+ 62.84% |
$541K - $553K
|
43.9K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
16.4K+ 125.13% |
$523K - $534K
|
29.4K
$970K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.7K+ 18.7% |
$501K - $512K
|
99.5K
$3.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7K+ 7.69% |
$501K - $512K
|
219K
$7.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
15.4K+ 3.72% |
$492K - $503K
|
430K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15K+ 114.2% |
$478K - $489K
|
28.1K
$925K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.7K+ 4.13% |
$471K - $481K
|
371K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.8K+ 8.15% |
$440K - $450K
|
183K
$6.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
13.8K+ 4.23% |
$440K - $450K
|
339K
$11.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 43.05% |
$427K - $437K
|
44.4K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.3KNew |
$424K - $433K
|
13.3K
$437K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.7K+ 14.21% |
$405K - $414K
|
102K
$3.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
12.4K+ 0.56% |
$396K - $405K
|
2.22M
$73M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.4K+ 47.94% |
$395K - $403K
|
38.1K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12KNew |
$384K - $392K
|
12K
$395K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
11.9K+ 5.75% |
$380K - $388K
|
219K
$7.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
11.8K+ 10.52% |
$376K - $385K
|
124K
$4.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$374K - $383K
|
11.7K
$386K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.3K+ 37.05% |
$363K - $371K
|
42K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.7KNew |
$343K - $351K
|
10.7K
$354K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.7KNew |
$341K - $348K
|
10.7K
$351K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.6K+ 1817.32% |
$339K - $346K
|
11.2K
$368K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
10.5K+ 24.99% |
$336K - $344K
|
52.7K
$1.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.5K+ 20.76% |
$335K - $343K
|
61.1K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5K+ 5.39% |
$335K - $342K
|
205K
$6.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.59K+ 30.38% |
$306K - $313K
|
41.1K
$1.36M
|