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
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.38KNew |
$76.1K - $77.8K
|
2.38K
$78.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.22K+ 2.48% |
$70.9K - $72.4K
|
91.7K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.21K+ 8.89% |
$70.5K - $72K
|
27K
$891K
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2.06K+ 2.31% |
$65.8K - $67.3K
|
91.3K
$3.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.78KNew |
$56.8K - $58.1K
|
1.78K
$58.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.52K+ 0.93% |
$48.7K - $49.7K
|
164K
$5.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
BUY
|
- |
1.51K+ 7.18% |
$48.3K - $49.4K
|
22.6K
$745K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.5K+ 250.0% |
$47.9K - $49K
|
2.1K
$69.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.5K+ 6.43% |
$47.8K - $48.9K
|
24.8K
$817K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.48K+ 30.85% |
$47.3K - $48.3K
|
6.28K
$207K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.47K+ 896.95% |
$47K - $48K
|
1.64K
$53.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.45K+ 5.7% |
$46.4K - $47.4K
|
26.9K
$888K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.42K+ 4.29% |
$45.4K - $46.4K
|
34.6K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.41K+ 3.85% |
$45K - $46K
|
37.9K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.3KNew |
$41.5K - $42.5K
|
1.3K
$42.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 18.79% |
$38.6K - $39.5K
|
7.64K
$252K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$38.1K - $39K
|
1.19K
$39.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.14K+ 1.09% |
$36.5K - $37.3K
|
106K
$3.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.14K+ 9.99% |
$36.4K - $37.2K
|
12.5K
$414K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.07K+ 0.64% |
$34.3K - $35K
|
168K
$5.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
979+ 5.62% |
$31.3K - $32K
|
18.4K
$607K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
921+ 0.59% |
$29.4K - $30.1K
|
158K
$5.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
888New |
$28.4K - $29K
|
888
$29.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
810+ 6.82% |
$25.9K - $26.5K
|
12.7K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
778+ 1.12% |
$24.9K - $25.4K
|
70.3K
$2.32M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
734+ 2.93% |
$23.5K - $24K
|
25.8K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
640+ 0.64% |
$20.4K - $20.9K
|
100K
$3.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
586+ 3.67% |
$18.7K - $19.1K
|
16.5K
$546K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
579New |
$18.5K - $18.9K
|
579
$19.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
547+ 3.4% |
$17.5K - $17.9K
|
16.6K
$549K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
540+ 692.31% |
$17.3K - $17.6K
|
618
$20.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
474+ 3.42% |
$15.1K - $15.5K
|
14.3K
$473K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
444+ 6.61% |
$14.2K - $14.5K
|
7.16K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
435New |
$13.9K - $14.2K
|
435
$14.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
390+ 2.98% |
$12.5K - $12.7K
|
13.5K
$445K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
318+ 3.68% |
$10.2K - $10.4K
|
8.95K
$295K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
275+ 1.02% |
$8.79K - $8.98K
|
27.3K
$900K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
254+ 0.95% |
$8.12K - $8.3K
|
27.1K
$893K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
246New |
$7.86K - $8.03K
|
246
$8.11K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
203+ 1.69% |
$6.49K - $6.63K
|
12.2K
$404K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200+ 30.53% |
$6.39K - $6.53K
|
855
$28.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
199New |
$6.36K - $6.5K
|
199
$6.56K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
170New |
$5.43K - $5.55K
|
170
$5.61K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
159New |
$5.08K - $5.19K
|
159
$5.24K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
147+ 1.64% |
$4.7K - $4.8K
|
9.12K
$301K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
140New |
$4.47K - $4.57K
|
140
$4.62K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
134New |
$4.28K - $4.38K
|
134
$4.42K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
132+ 2.06% |
$4.22K - $4.31K
|
6.53K
$215K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
125+ 178.57% |
$3.99K - $4.08K
|
195
$6.43K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
119+ 0.64% |
$3.8K - $3.89K
|
18.6K
$613K
|