Purchases and Sales Made in Q3 2023 in Spdr Portfolio Intermediate Te (SPIB)

SPIB Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 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
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
179
+ 1.61%
$5.62K - $5.77K
11.3K $373K
Nov 14, 2023 Q3 2023
New England Asset Management Inc

Farmington, CT
BUY
 -
150
New
$4.71K - $4.84K
150 $4.94K
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
132
+ 0.13%
$4.14K - $4.26K
98.2K $3.23M
Aug 28, 2024 Q3 2023
Peterson Financial Group, Inc.

BUY
 -
117
+ 1.64%
$3.67K - $3.77K
7.25K $239K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
92
New
$2.89K - $2.97K
92 $3.03K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
88
+ 35.77%
$2.76K - $2.84K
334 $11K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
80
+ 12.94%
$2.51K - $2.58K
698 $23K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
73
+ 0.15%
$2.29K - $2.35K
47.7K $1.57M
Nov 13, 2023 Q3 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
70
+ 1.1%
$2.2K - $2.26K
6.44K $212K
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
48
+ 0.68%
$1.51K - $1.55K
7.14K $235K
Nov 13, 2023 Q3 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
36
+ 0.1%
$1.13K - $1.16K
35.7K $1.18M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
19
New
$597 - $613
19 $625
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
17
New
$534 - $548
17 $560
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
12
+ 0.0%
$377 - $387
260K $8.57M
Nov 02, 2023 Q3 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
11
+ 0.08%
$345 - $355
14.3K $472K
Oct 10, 2023 Q3 2023
Juncture Wealth Strategies, LLC

BUY
 -
10
+ 0.05%
$314 - $323
20K $659K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
10
New
$314 - $323
10 $329
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
10
New
$314 - $323
10 $329
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
6
+ 0.93%
$188 - $194
653 $21.5K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
6
+ 1.0%
$188 - $194
604 $19.9K
Oct 18, 2023 Q3 2023
High Mark Wealth Management LLC

BUY
 -
6
+ 1.0%
$188 - $194
604 $19.9K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3
+ 0.04%
$94.2 - $96.8
7.45K $245K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
2
+ 1.48%
$62.8 - $64.5
137 $4.51K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
2
+ 0.57%
$62.8 - $64.5
350 $11.5K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
1
New
$31.4 - $32.3
1 $32.9
Nov 03, 2023 Q3 2023
Silicon Valley Capital Partners

BUY
 -
0
New
$0 - $0
0 $0
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
0
New
$0 - $0
0 $0
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
SELL
 -
-1
- -0.0%
$31.4 - $32.3
79.6K $2.62M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-3
- 0.01%
$94.2 - $96.8
28.1K $924K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-8
- 0.49%
$251 - $258
1.63K $53.6K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-34
- 0.52%
$1.07K - $1.1K
6.5K $214K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

SELL
 -
-34
- 14.35%
$1.07K - $1.1K
203 $6.68K
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-41
- 61.19%
$1.29K - $1.32K
26 $856
Oct 26, 2023 Q3 2023
Nbt Bank N A

SELL
 -
-48
- 0.24%
$1.51K - $1.55K
19.9K $654K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

SELL
 -
-48
- 0.19%
$1.51K - $1.55K
25.7K $847K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

SELL
 -
-58
- 0.66%
$1.82K - $1.87K
8.7K $287K
Oct 23, 2023 Q3 2023
Private Ocean, LLC

SELL
 -
-72
- 8.26%
$2.26K - $2.32K
800 $26.3K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-86
- 83.5%
$2.7K - $2.77K
17 $560
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-87
- 0.67%
$2.73K - $2.81K
12.8K $423K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-102
- 18.68%
$3.2K - $3.29K
444 $14.6K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

SELL
 -
-135
- 2.31%
$4.24K - $4.35K
5.72K $188K
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
SELL
 -
-144
- 5.63%
$4.52K - $4.64K
2.41K $79.4K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-166
- 9.17%
$5.21K - $5.35K
1.64K $54.1K
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-196
- 2.99%
$6.15K - $6.32K
6.37K $210K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-306
- 0.43%
$9.61K - $9.87K
71.6K $2.36M
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

SELL
 -
-353
- 0.67%
$11.1K - $11.4K
52.3K $1.72M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-383
- 2.17%
$12K - $12.4K
17.3K $569K
Oct 31, 2023 Q3 2023
Peterson Financial Group, Inc.

SELL
 -
-554
- 6.59%
$17.4K - $17.9K
7.85K $258K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-633
- 2.85%
$19.9K - $20.4K
21.6K $710K

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