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 10, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-57.9K- 59.73% |
$1.85M - $1.89M
|
39K
$1.29M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-99.3K- 78.91% |
$3.17M - $3.24M
|
26.5K
$874K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-110K- 3.4% |
$3.52M - $3.6M
|
3.13M
$103M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-156K- 91.08% |
$4.97M - $5.08M
|
15.2K
$502K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-164K- 15.79% |
$5.25M - $5.37M
|
876K
$28.9M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-168K- 2.42% |
$5.36M - $5.48M
|
6.78M
$223M
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-206K- 20.97% |
$6.6M - $6.74M
|
778K
$25.6M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-232KClosed |
$7.4M - $7.56M
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-263K- 95.11% |
$8.39M - $8.58M
|
13.5K
$445K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-300K- 99.99% |
$9.59M - $9.81M
|
18
$593
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-318K- 5.26% |
$10.2M - $10.4M
|
5.73M
$189M
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-410K- 42.18% |
$13.1M - $13.4M
|
561K
$18.5M
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-484K- 41.48% |
$15.5M - $15.8M
|
683K
$22.5M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.22M- 98.02% |
$38.9M - $39.7M
|
24.6K
$809K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.69M- 42.23% |
$54M - $55.2M
|
2.31M
$76.2M
|
|
Aug 08, 2023
Q2 2023
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-3.02M- 87.73% |
$96.3M - $98.5M
|
422K
$13.9M
|