Purchases and Sales Made in Q2 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q2 2024. 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 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.44K+ 62.16% |
$206K - $210K
|
16.8K
$553K
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.35KNew |
$203K - $208K
|
6.35K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.33K+ 8.9% |
$203K - $207K
|
77.5K
$2.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.33K+ 49.85% |
$203K - $207K
|
19K
$626K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
6.3KNew |
$202K - $206K
|
6.3K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.14K+ 5.43% |
$196K - $200K
|
119K
$3.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.11K+ 10.64% |
$196K - $200K
|
63.5K
$2.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.02K+ 10.66% |
$193K - $197K
|
62.5K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.79K+ 18.67% |
$185K - $189K
|
36.8K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5.71K+ 13.58% |
$183K - $187K
|
47.8K
$1.57M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
5.54K+ 2.43% |
$177K - $181K
|
234K
$7.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.33K+ 58.89% |
$171K - $174K
|
14.4K
$473K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5.32K+ 11.26% |
$170K - $174K
|
52.6K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.19K+ 18.25% |
$166K - $170K
|
33.7K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.17KNew |
$165K - $169K
|
5.17K
$170K
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
5.04K+ 3.35% |
$161K - $165K
|
155K
$5.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.75K+ 9.22% |
$152K - $155K
|
56.3K
$1.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.65K+ 2.99% |
$149K - $152K
|
160K
$5.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.62K+ 2.24% |
$148K - $151K
|
211K
$6.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.58K+ 40.07% |
$147K - $150K
|
16K
$527K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.31K+ 39.89% |
$138K - $141K
|
15.1K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.02K+ 3.39% |
$129K - $131K
|
123K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.99K+ 44.92% |
$128K - $131K
|
12.9K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.88K+ 2.14% |
$124K - $127K
|
186K
$6.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
3.86K+ 1.09% |
$124K - $126K
|
358K
$11.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.75K+ 8.24% |
$120K - $123K
|
49.3K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 13.1% |
$118K - $120K
|
31.7K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
3.64K+ 3.35% |
$117K - $119K
|
112K
$3.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.6KNew |
$115K - $118K
|
3.6K
$119K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.52K+ 7.36% |
$113K - $115K
|
51.3K
$1.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.43K+ 7.13% |
$110K - $112K
|
51.6K
$1.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.31K+ 4.83% |
$106K - $108K
|
71.8K
$2.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.27K+ 6.25% |
$105K - $107K
|
55.5K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.13K+ 5.23% |
$100K - $102K
|
63K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.13K+ 11.27% |
$100K - $102K
|
30.8K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.05K+ 44.82% |
$97.7K - $99.7K
|
9.86K
$325K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.95K+ 5.01% |
$94.6K - $96.5K
|
61.9K
$2.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.95K+ 3.2% |
$94.4K - $96.4K
|
95.1K
$3.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.84K+ 0.42% |
$91.1K - $92.9K
|
687K
$22.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.83K+ 2.39% |
$90.6K - $92.5K
|
121K
$3.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.68K+ 38.26% |
$85.8K - $87.6K
|
9.68K
$319K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 1.79% |
$82.2K - $83.9K
|
146K
$4.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.12KNew |
$67.9K - $69.3K
|
2.12K
$69.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.04KNew |
$65.4K - $66.7K
|
2.04K
$67.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.97K+ 14.38% |
$63.1K - $64.4K
|
15.7K
$517K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.94KNew |
$62.2K - $63.5K
|
1.94K
$64K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.9K+ 1.73% |
$60.7K - $62K
|
111K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.89K+ 64.4% |
$60.6K - $61.9K
|
4.84K
$159K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.87K+ 6434.48% |
$59.7K - $61K
|
1.9K
$62.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.78KNew |
$57K - $58.1K
|
1.78K
$58.6K
|