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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.74K+ 11626.67% |
$55.8K - $57K
|
1.76K
$57.9K
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.54K+ 1.53% |
$49.3K - $50.4K
|
103K
$3.38M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.54K+ 908.28% |
$49.2K - $50.2K
|
1.7K
$56.1K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$47.3K - $48.2K
|
1.48K
$48.6K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.38K+ 18.68% |
$44.2K - $45.1K
|
8.76K
$289K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.28K+ 5.73% |
$40.9K - $41.8K
|
23.6K
$777K
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.27K+ 8.29% |
$40.8K - $41.6K
|
16.7K
$548K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.27K+ 5.27% |
$40.6K - $41.4K
|
25.3K
$834K
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.2K+ 3.1% |
$38.4K - $39.2K
|
39.9K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.07K+ 2.15% |
$34.2K - $34.9K
|
50.6K
$1.67M
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.04K+ 0.67% |
$33.2K - $33.9K
|
155K
$5.11M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
988New |
$31.6K - $32.3K
|
988
$32.5K
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
956+ 5.77% |
$30.6K - $31.2K
|
17.5K
$577K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
913New |
$29.2K - $29.8K
|
913
$30.1K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
865+ 98.86% |
$27.7K - $28.3K
|
1.74K
$57.3K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
844+ 33.16% |
$27K - $27.6K
|
3.39K
$112K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
835+ 0.89% |
$26.7K - $27.3K
|
95.1K
$3.13M
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
815+ 3.19% |
$26.1K - $26.6K
|
26.4K
$868K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
812+ 13.61% |
$26K - $26.5K
|
6.78K
$223K
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
805+ 8.34% |
$25.8K - $26.3K
|
10.5K
$344K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
795+ 34.27% |
$25.5K - $26K
|
3.12K
$103K
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
782+ 0.51% |
$25K - $25.6K
|
153K
$5.03M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
695+ 9.24% |
$22.3K - $22.7K
|
8.22K
$271K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
654+ 52.45% |
$20.9K - $21.4K
|
1.9K
$62.6K
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
648+ 2.07% |
$20.7K - $21.2K
|
31.9K
$1.05M
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
640+ 1.92% |
$20.5K - $20.9K
|
33.9K
$1.12M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
635+ 0.85% |
$20.3K - $20.8K
|
75K
$2.47M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
616+ 0.78% |
$19.7K - $20.1K
|
79.1K
$2.61M
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
614+ 5.2% |
$19.7K - $20.1K
|
12.4K
$409K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
611+ 2.38% |
$19.6K - $20K
|
26.3K
$866K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
573+ 28.27% |
$18.3K - $18.7K
|
2.6K
$85.6K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
553+ 9.16% |
$17.7K - $18.1K
|
6.59K
$217K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
552+ 6.35% |
$17.7K - $18K
|
9.24K
$304K
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
537New |
$17.2K - $17.5K
|
537
$17.7K
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
526+ 5.68% |
$16.8K - $17.2K
|
9.79K
$322K
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
524+ 0.87% |
$16.8K - $17.1K
|
61K
$2.01M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
482New |
$15.4K - $15.8K
|
482
$15.9K
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
477+ 3.11% |
$15.3K - $15.6K
|
15.8K
$521K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
468+ 10.43% |
$15K - $15.3K
|
4.96K
$163K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
468+ 6.62% |
$15K - $15.3K
|
7.54K
$248K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
458+ 4.21% |
$14.7K - $15K
|
11.3K
$373K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
456New |
$14.6K - $14.9K
|
456
$15K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
417New |
$13.4K - $13.6K
|
417
$13.7K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
397+ 0.43% |
$12.7K - $13K
|
92.8K
$3.06M
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
393+ 29.0% |
$12.6K - $12.8K
|
1.75K
$57.6K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
348+ 196.61% |
$11.1K - $11.4K
|
525
$17.3K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
343New |
$11K - $11.2K
|
343
$11.3K
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
317New |
$10.2K - $10.4K
|
317
$10.4K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
306+ 11.43% |
$9.8K - $10K
|
2.98K
$98.3K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
289+ 0.1% |
$9.25K - $9.44K
|
292K
$9.61M
|