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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.41K+ 9.15% |
$301K - $307K
|
112K
$3.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
9.36K+ 12.71% |
$299K - $306K
|
83K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.34KNew |
$298K - $305K
|
9.34K
$307K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
9.26KNew |
$296K - $302K
|
9.26K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.59K+ 6.5% |
$274K - $280K
|
141K
$4.63M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.51K+ 27.53% |
$272K - $278K
|
39.4K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
8.49KNew |
$271K - $277K
|
8.49K
$280K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.23K+ 21.54% |
$263K - $269K
|
46.4K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
7.74K+ 9.67% |
$247K - $253K
|
87.8K
$2.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7.65K+ 4.89% |
$245K - $250K
|
164K
$5.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.63KNew |
$244K - $249K
|
7.63K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.61K+ 35.35% |
$243K - $249K
|
29.2K
$960K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
7.56K+ 3.84% |
$242K - $247K
|
204K
$6.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
7.53KNew |
$240K - $246K
|
7.53K
$248K
|
|
|
Aug 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.14KNew |
$228K - $233K
|
7.14K
$235K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
6.87KNew |
$220K - $225K
|
6.87K
$226K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.43K+ 8.2% |
$206K - $210K
|
84.9K
$2.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.42K+ 2.0% |
$205K - $210K
|
328K
$10.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.34K+ 15.4% |
$203K - $207K
|
47.5K
$1.57M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
6.32KNew |
$202K - $206K
|
6.32K
$208K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.76K+ 3.7% |
$184K - $188K
|
162K
$5.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.55K+ 56.4% |
$177K - $181K
|
15.4K
$507K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.38K+ 7.65% |
$172K - $176K
|
75.7K
$2.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.28K+ 4.83% |
$169K - $172K
|
115K
$3.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.18KNew |
$166K - $169K
|
5.18K
$171K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.02K+ 17.68% |
$160K - $164K
|
33.4K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.01K+ 23.65% |
$160K - $163K
|
26.2K
$862K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.97K+ 3.68% |
$159K - $162K
|
140K
$4.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.7K+ 2.28% |
$150K - $154K
|
211K
$6.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.66K+ 17.73% |
$149K - $152K
|
31K
$1.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.27K+ 15.67% |
$136K - $139K
|
31.5K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
4.01KNew |
$128K - $131K
|
4.01K
$132K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
3.97K+ 7.03% |
$127K - $130K
|
60.4K
$1.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.71K+ 1.8% |
$118K - $121K
|
209K
$6.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.68K+ 57.17% |
$117K - $120K
|
10.1K
$333K
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 2.27% |
$111K - $114K
|
157K
$5.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.48K+ 4.06% |
$111K - $114K
|
89.1K
$2.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.21K+ 2.97% |
$102K - $105K
|
111K
$3.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.19K+ 2.26% |
$102K - $104K
|
144K
$4.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.17K+ 10.71% |
$101K - $103K
|
32.7K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
3.15K+ 0.92% |
$101K - $103K
|
344K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.91K+ 9.92% |
$93K - $95.1K
|
32.3K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.82K+ 25.63% |
$90.1K - $92.1K
|
13.8K
$455K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.78K+ 139.29% |
$88.9K - $90.9K
|
4.78K
$157K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.74KNew |
$87.4K - $89.3K
|
2.74K
$90.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.65K+ 0.58% |
$84.5K - $86.4K
|
457K
$15.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$81.7K - $83.5K
|
2.56K
$84.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.51KNew |
$80K - $81.8K
|
2.51K
$82.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.47K+ 3.1% |
$78.9K - $80.6K
|
82K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.42K+ 9.81% |
$77.4K - $79.1K
|
27.1K
$894K
|