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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
599+ 97.88% |
$19.4K - $20.2K
|
1.21K
$39.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
591+ 4.2% |
$19.1K - $20K
|
14.7K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
588+ 933.33% |
$19K - $19.9K
|
651
$21.4K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
583+ 0.74% |
$18.9K - $19.7K
|
78.9K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
482+ 0.17% |
$15.6K - $16.3K
|
291K
$9.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
481+ 2.98% |
$15.6K - $16.2K
|
16.6K
$547K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
453+ 25.46% |
$14.7K - $15.3K
|
2.23K
$73.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
437+ 6.14% |
$14.1K - $14.8K
|
7.56K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
428New |
$13.9K - $14.5K
|
428
$14.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
420+ 0.41% |
$13.6K - $14.2K
|
103K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
359+ 1.8% |
$11.6K - $12.1K
|
20.4K
$670K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
352+ 2.09% |
$11.4K - $11.9K
|
17.2K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
343+ 0.88% |
$11.1K - $11.6K
|
39.3K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
310+ 4.38% |
$10K - $10.5K
|
7.38K
$243K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
299+ 6.03% |
$9.68K - $10.1K
|
5.26K
$173K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
264+ 4.16% |
$8.54K - $8.92K
|
6.62K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
258+ 2.28% |
$8.35K - $8.72K
|
11.6K
$381K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
254New |
$8.22K - $8.58K
|
254
$8.36K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
234New |
$7.57K - $7.9K
|
234
$7.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
232+ 1.68% |
$7.51K - $7.84K
|
14K
$462K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
174+ 0.66% |
$5.63K - $5.88K
|
26.7K
$880K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
168+ 1.72% |
$5.44K - $5.68K
|
9.96K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
159New |
$5.15K - $5.37K
|
159
$5.23K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
146+ 0.58% |
$4.72K - $4.93K
|
25.3K
$833K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
143New |
$4.63K - $4.83K
|
143
$4.71K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
130+ 1.51% |
$4.21K - $4.39K
|
8.75K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
126+ 1.36% |
$4.08K - $4.26K
|
9.37K
$308K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
117+ 1.84% |
$3.79K - $3.95K
|
6.47K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
107+ 1.42% |
$3.46K - $3.61K
|
7.64K
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
106+ 0.16% |
$3.43K - $3.58K
|
68.1K
$2.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100+ 11.07% |
$3.24K - $3.38K
|
1K
$33K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
100+ 1.5% |
$3.24K - $3.38K
|
6.77K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
81New |
$2.62K - $2.74K
|
81
$2.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
71+ 0.41% |
$2.3K - $2.4K
|
17.3K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
70+ 0.48% |
$2.27K - $2.36K
|
14.6K
$480K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
54+ 0.98% |
$1.75K - $1.82K
|
5.56K
$183K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
50New |
$1.62K - $1.69K
|
50
$1.65K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
50+ 0.48% |
$1.62K - $1.69K
|
10.5K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50New |
$1.62K - $1.69K
|
50
$1.65K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
50+ 0.32% |
$1.62K - $1.69K
|
15.9K
$522K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
50New |
$1.62K - $1.69K
|
50
$1.65K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$1.62K - $1.69K
|
50
$1.65K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35New |
$1.13K - $1.18K
|
35
$1.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
33+ 0.03% |
$1.07K - $1.11K
|
109K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
25+ 0.33% |
$809 - $845
|
7.57K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 1.12% |
$647 - $676
|
1.81K
$59.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
16+ 0.04% |
$518 - $540
|
40.2K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15+ 5.03% |
$485 - $507
|
313
$10.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.04% |
$227 - $236
|
682
$22.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3New |
$97.1 - $101
|
3
$98.8
|