Purchases and Sales Made in Q3 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.62K+ 2.35% |
$84.7K - $88.4K
|
114K
$3.75M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.59K+ 2.09% |
$83.8K - $87.5K
|
126K
$4.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.56K+ 9.17% |
$82.9K - $86.5K
|
30.5K
$1M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.42K+ 1.71% |
$78.4K - $81.8K
|
144K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.42K+ 7.19% |
$78.3K - $81.8K
|
36.1K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.38K+ 5.1% |
$77.1K - $80.5K
|
49.1K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
2.34K+ 0.12% |
$75.7K - $79K
|
1.92M
$63.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.34K+ 4.03% |
$75.6K - $78.9K
|
60.2K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.27K+ 5.69% |
$73.5K - $76.7K
|
42.2K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.21K+ 4.21% |
$71.6K - $74.8K
|
54.8K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.16K+ 4.2% |
$69.7K - $72.8K
|
53.5K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.15K+ 3.88% |
$69.7K - $72.8K
|
57.7K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.13K+ 2.84% |
$69K - $72K
|
77.2K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 1.4% |
$65.8K - $68.7K
|
148K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
2.01K+ 8.2% |
$64.9K - $67.8K
|
26.5K
$871K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.91K+ 61.44% |
$61.9K - $64.7K
|
5.03K
$166K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.82K+ 2.98% |
$58.7K - $61.3K
|
62.8K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.71K+ 6.06% |
$55.3K - $57.7K
|
29.9K
$984K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.69K+ 3.53% |
$54.6K - $57K
|
49.5K
$1.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.66K+ 1.52% |
$53.8K - $56.1K
|
111K
$3.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.62K+ 20.59% |
$52.4K - $54.7K
|
9.48K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.55K+ 6.12% |
$50.1K - $52.3K
|
26.9K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.52K+ 4.12% |
$49.1K - $51.2K
|
38.3K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.47K+ 7.09% |
$47.6K - $49.7K
|
22.2K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.42K+ 25.47% |
$46K - $48K
|
7.01K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.37KNew |
$44.4K - $46.4K
|
1.37K
$45.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.35K+ 2.58% |
$43.7K - $45.6K
|
53.7K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.3KNew |
$42.1K - $43.9K
|
1.3K
$42.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.29K+ 9.1% |
$41.7K - $43.5K
|
15.5K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.28KNew |
$41.4K - $43.2K
|
1.28K
$42.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.27K+ 2.05% |
$41.1K - $42.9K
|
63.2K
$2.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.22K+ 14.93% |
$39.4K - $41.2K
|
9.39K
$309K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.14K+ 8.69% |
$36.8K - $38.4K
|
14.2K
$468K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.13K+ 2.07% |
$36.7K - $38.3K
|
55.9K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
1.11K+ 0.96% |
$35.8K - $37.3K
|
117K
$3.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
900+ 0.04% |
$29.1K - $30.4K
|
2.01M
$66.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
888+ 9.61% |
$28.7K - $30K
|
10.1K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
879+ 1.78% |
$28.4K - $29.7K
|
50.2K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
878+ 13.32% |
$28.4K - $29.7K
|
7.47K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
839+ 5.35% |
$27.2K - $28.3K
|
16.5K
$544K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
802+ 5.58% |
$26K - $27.1K
|
15.2K
$500K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
768+ 5.09% |
$24.9K - $25.9K
|
15.9K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
753+ 0.94% |
$24.4K - $25.4K
|
81.1K
$2.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
749+ 57.18% |
$24.2K - $25.3K
|
2.06K
$67.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
720+ 11.43% |
$23.3K - $24.3K
|
7.02K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
678+ 374.59% |
$21.9K - $22.9K
|
859
$28.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
663+ 22.23% |
$21.5K - $22.4K
|
3.65K
$120K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
654+ 9.25% |
$21.2K - $22.1K
|
7.72K
$254K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
608+ 3.76% |
$19.7K - $20.5K
|
16.8K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
607+ 46.87% |
$19.6K - $20.5K
|
1.9K
$62.6K
|