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 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
114+ 4.97% |
$3.64K - $3.72K
|
2.41K
$79.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
103New |
$3.29K - $3.36K
|
103
$3.39K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
89+ 0.24% |
$2.84K - $2.91K
|
37.1K
$1.22M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
84New |
$2.68K - $2.74K
|
84
$2.77K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
72+ 9.0% |
$2.3K - $2.35K
|
872
$28.7K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67+ 0.6% |
$2.14K - $2.19K
|
11.2K
$367K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
65+ 0.04% |
$2.08K - $2.12K
|
163K
$5.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
65+ 0.04% |
$2.08K - $2.12K
|
163K
$5.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
57+ 0.68% |
$1.82K - $1.86K
|
8.43K
$278K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
56+ 0.59% |
$1.79K - $1.83K
|
9.59K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
45+ 0.5% |
$1.44K - $1.47K
|
9.13K
$301K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
35+ 0.42% |
$1.12K - $1.14K
|
8.4K
$277K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20+ 0.29% |
$639 - $653
|
6.98K
$230K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
19New |
$607 - $621
|
19
$626
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
17+ 0.05% |
$543 - $555
|
32.9K
$1.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.94% |
$192 - $196
|
647
$21.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.59% |
$128 - $131
|
682
$22.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.59% |
$128 - $131
|
682
$22.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.75% |
$32 - $32.7
|
135
$4.45K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 6.67% |
$32 - $32.7
|
16
$527
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.29% |
$32 - $32.7
|
348
$11.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.42% |
$32 - $32.7
|
237
$7.81K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$32 - $32.7
|
154
$5.07K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3- 0.03% |
$95.9 - $98
|
9.54K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.06% |
$160 - $163
|
8.5K
$280K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5- 62.5% |
$160 - $163
|
3
$98.8
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-13- 0.05% |
$415 - $425
|
28K
$922K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 7.31% |
$895 - $914
|
355
$11.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-29- 4.63% |
$927 - $947
|
598
$19.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-35- 0.04% |
$1.12K - $1.14K
|
96.9K
$3.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-38- 0.59% |
$1.21K - $1.24K
|
6.39K
$210K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-51- 1.64% |
$1.63K - $1.67K
|
3.07K
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-62- 53.45% |
$1.98K - $2.02K
|
54
$1.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-68Closed |
$2.17K - $2.22K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-96- 1.32% |
$3.07K - $3.14K
|
7.18K
$237K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-99- 0.78% |
$3.16K - $3.23K
|
12.6K
$414K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-100- 1.22% |
$3.2K - $3.27K
|
8.06K
$266K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-105- 0.5% |
$3.35K - $3.43K
|
20.7K
$683K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-109- 1.68% |
$3.48K - $3.56K
|
6.37K
$210K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-112- 1.28% |
$3.58K - $3.66K
|
8.66K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-113- 0.08% |
$3.61K - $3.69K
|
133K
$4.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-114- 0.36% |
$3.64K - $3.72K
|
31.7K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-123- 0.94% |
$3.93K - $4.02K
|
12.9K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-144- 2.23% |
$4.6K - $4.7K
|
6.31K
$208K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-149- 78.01% |
$4.76K - $4.87K
|
42
$1.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-168- 0.75% |
$5.37K - $5.49K
|
22.2K
$731K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-187- 1.35% |
$5.97K - $6.11K
|
13.6K
$449K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-211- 3.11% |
$6.74K - $6.89K
|
6.57K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-242- 3.57% |
$7.73K - $7.9K
|
6.53K
$215K
|