Purchases and Sales Made in Q3 2023 in Spdr Portfolio Intermediate Te (SPIB)
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 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-664- 6.18% |
$20.8K - $21.4K
|
10.1K
$332K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-665- 2.47% |
$20.9K - $21.4K
|
26.3K
$864K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-675- 2.13% |
$21.2K - $21.8K
|
31K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-677- 1.65% |
$21.3K - $21.8K
|
40.5K
$1.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-751- 19.72% |
$23.6K - $24.2K
|
3.06K
$101K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-832- 9.3% |
$26.1K - $26.8K
|
8.12K
$267K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-903- 24.05% |
$28.4K - $29.1K
|
2.85K
$93.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-936- 8.74% |
$29.4K - $30.2K
|
9.77K
$322K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1K- 20.98% |
$31.5K - $32.3K
|
3.78K
$124K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.02K- 4.32% |
$32.2K - $33K
|
22.7K
$746K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.03K- 0.91% |
$32.4K - $33.2K
|
112K
$3.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.11K- 2.25% |
$34.8K - $35.8K
|
48.2K
$1.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.13K- 3.25% |
$35.5K - $36.4K
|
33.6K
$1.11M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.14K- 1.03% |
$35.9K - $36.8K
|
110K
$3.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.22K- 10.15% |
$38.3K - $39.3K
|
10.8K
$355K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.29K- 2.14% |
$40.5K - $41.6K
|
59.1K
$1.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.35K- 10.75% |
$42.3K - $43.5K
|
11.2K
$368K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.43K- 66.65% |
$44.9K - $46.1K
|
715
$23.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.47K- 11.38% |
$46.3K - $47.5K
|
11.5K
$378K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-1.58K- 7.0% |
$49.6K - $51K
|
21K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.63K- 1.11% |
$51.3K - $52.7K
|
146K
$4.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.86K- 60.74% |
$58.5K - $60.1K
|
1.2K
$39.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2K- 18.18% |
$62.8K - $64.5K
|
9K
$296K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.37K- 1.69% |
$74.4K - $76.4K
|
137K
$4.53M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2.41K- 3.57% |
$75.7K - $77.7K
|
65.1K
$2.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-2.57K- 2.12% |
$80.8K - $83K
|
119K
$3.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-2.64K- 21.55% |
$82.9K - $85.1K
|
9.61K
$316K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 14.87% |
$87.2K - $89.6K
|
15.9K
$523K
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 1.77% |
$87.4K - $89.8K
|
154K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.94K- 9.26% |
$92.2K - $94.7K
|
28.8K
$947K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.01K- 9.15% |
$94.5K - $97.1K
|
29.9K
$984K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3.03K- 0.66% |
$95.2K - $97.8K
|
454K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.27K- 1.94% |
$103K - $105K
|
165K
$5.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-3.98K- 16.21% |
$125K - $128K
|
20.6K
$678K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.33K- 21.65% |
$136K - $140K
|
15.7K
$516K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.35K- 39.3% |
$137K - $140K
|
6.72K
$221K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.47K- 3.76% |
$140K - $144K
|
114K
$3.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.57K- 1.39% |
$143K - $147K
|
323K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.71K- 4.95% |
$148K - $152K
|
90.4K
$2.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.73K- 17.83% |
$149K - $153K
|
21.8K
$718K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.76K- 1.79% |
$149K - $153K
|
261K
$8.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.78K- 37.97% |
$150K - $154K
|
7.8K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.85K- 41.38% |
$152K - $156K
|
6.87K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.87K- 15.41% |
$153K - $157K
|
26.7K
$881K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.32K- 5.54% |
$167K - $172K
|
90.6K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.38K- 7.11% |
$169K - $174K
|
70.3K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.93K- 40.23% |
$186K - $191K
|
8.81K
$290K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-6.05K- 1.84% |
$190K - $195K
|
322K
$10.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.4K- 8.71% |
$201K - $206K
|
67.1K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-6.63K- 2.08% |
$208K - $214K
|
313K
$10.3M
|