Purchases and Sales Made in Q3 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.72K- 52.68% |
$84.6K - $90.7K
|
2.44K
$80.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.78K- 7.77% |
$86.4K - $92.6K
|
32.9K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.78K- 25.61% |
$86.5K - $92.7K
|
8.07K
$266K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.85K- 21.54% |
$88.7K - $95.1K
|
10.4K
$342K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.89K- 7.39% |
$89.8K - $96.3K
|
36.2K
$1.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.95K- 18.99% |
$91.8K - $98.5K
|
12.6K
$415K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-3.26K- 7.85% |
$101K - $109K
|
38.3K
$1.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.29K- 44.83% |
$102K - $110K
|
4.05K
$133K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.36K- 27.99% |
$105K - $112K
|
8.65K
$285K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.38K- 4.13% |
$105K - $113K
|
78.3K
$2.58M
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.67K- 9.19% |
$114K - $123K
|
36.3K
$1.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.73K- 27.51% |
$116K - $124K
|
9.82K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.77K- 6.02% |
$117K - $126K
|
58.9K
$1.94M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.99K- 3.29% |
$124K - $133K
|
117K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.03K- 9.32% |
$125K - $134K
|
39.2K
$1.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 15.89% |
$127K - $136K
|
21.6K
$712K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-4.17K- 6.51% |
$130K - $139K
|
59.9K
$1.97M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.33K- 2.21% |
$135K - $145K
|
192K
$6.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.49K- 22.25% |
$140K - $150K
|
15.7K
$516K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-4.57K- 13.92% |
$142K - $152K
|
28.2K
$930K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.91K- 10.55% |
$153K - $164K
|
41.6K
$1.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.17K- 2.08% |
$161K - $173K
|
244K
$8.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.24K- 40.98% |
$163K - $175K
|
7.55K
$249K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.27K- 11.63% |
$164K - $176K
|
40.1K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5.47K- 14.37% |
$170K - $182K
|
32.6K
$1.07M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.48K- 6.86% |
$171K - $183K
|
74.4K
$2.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-5.87K- 5.52% |
$183K - $196K
|
100K
$3.31M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-5.94K- 6.49% |
$185K - $198K
|
85.7K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.14K- 42.7% |
$191K - $205K
|
8.24K
$271K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.33K- 38.54% |
$197K - $211K
|
10.1K
$332K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7.59K- 1.28% |
$236K - $253K
|
585K
$19.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7.73K- 91.51% |
$241K - $258K
|
717
$23.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-7.77K- 3.69% |
$242K - $259K
|
203K
$6.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-8.2K- 4.35% |
$255K - $274K
|
181K
$5.95M
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-9.39K- 4.42% |
$292K - $313K
|
203K
$6.69M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-10.7K- 4.73% |
$333K - $357K
|
215K
$7.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-11K- 85.68% |
$342K - $367K
|
1.84K
$60.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.2K- 0.15% |
$350K - $375K
|
7.58M
$250M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.8K- 98.16% |
$368K - $395K
|
222
$7.31K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-12K- 62.53% |
$375K - $402K
|
7.22K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-12.6K- 44.25% |
$393K - $421K
|
15.9K
$524K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 47.11% |
$395K - $423K
|
14.2K
$469K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-14.5K- 24.92% |
$450K - $482K
|
43.6K
$1.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-15K- 1.07% |
$467K - $501K
|
1.39M
$45.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.6K- 2.41% |
$486K - $521K
|
631K
$20.8M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-16.1K- 5.88% |
$502K - $539K
|
258K
$8.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-21.5K- 50.11% |
$670K - $719K
|
21.4K
$706K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.2K- 24.44% |
$753K - $808K
|
74.9K
$2.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-24.3K- 8.75% |
$756K - $811K
|
254K
$8.35M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-25.5K- 8.12% |
$795K - $852K
|
289K
$9.52M
|