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 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.77K- 3.97% |
$57.1K - $59.7K
|
42.7K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.87K- 7.49% |
$60.6K - $63.3K
|
23.1K
$761K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.9K- 5.04% |
$61.5K - $64.1K
|
35.8K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.99K- 1.3% |
$64.3K - $67.2K
|
151K
$4.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.99K- 18.29% |
$64.4K - $67.3K
|
8.9K
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.19K- 5.11% |
$70.9K - $74K
|
40.7K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2.19K- 84.27% |
$70.9K - $74K
|
409
$13.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-2.32K- 83.56% |
$75K - $78.3K
|
456
$15K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.44K- 18.63% |
$78.9K - $82.4K
|
10.7K
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.77K- 2.14% |
$89.6K - $93.5K
|
127K
$4.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.88K- 10.61% |
$93.1K - $97.2K
|
24.2K
$798K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3.28K- 1.67% |
$106K - $111K
|
193K
$6.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.59K- 7.54% |
$116K - $121K
|
44K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.7K- 10.03% |
$120K - $125K
|
33.2K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.8K- 3.19% |
$123K - $128K
|
115K
$3.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.89K- 6.33% |
$126K - $131K
|
57.5K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.93K- 16.66% |
$127K - $133K
|
19.7K
$647K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.16K- 1.98% |
$134K - $140K
|
206K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.17K- 12.56% |
$135K - $141K
|
29K
$956K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.64K- 5.88% |
$150K - $157K
|
74.3K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-4.67K- 50.09% |
$151K - $158K
|
4.66K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.74K- 97.97% |
$153K - $160K
|
98
$3.23K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.81K- 8.74% |
$156K - $163K
|
50.2K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.2K- 2.66% |
$168K - $175K
|
190K
$6.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.36K- 2.56% |
$173K - $181K
|
204K
$6.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.46K- 3.08% |
$177K - $185K
|
172K
$5.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.52K- 19.46% |
$179K - $186K
|
22.8K
$752K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.07K- 5.01% |
$196K - $205K
|
115K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.51K- 14.39% |
$211K - $220K
|
38.7K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.19K- 13.63% |
$233K - $243K
|
45.5K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.34K- 3.0% |
$238K - $248K
|
237K
$7.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.49K- 3.84% |
$242K - $253K
|
188K
$6.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.51K- 30.4% |
$243K - $254K
|
17.2K
$566K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-7.6K- 4.12% |
$246K - $257K
|
177K
$5.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-7.87K- 6.74% |
$255K - $266K
|
109K
$3.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-7.87K- 6.74% |
$255K - $266K
|
109K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-7.95K- 1.14% |
$257K - $268K
|
687K
$22.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.26K- 43.45% |
$267K - $279K
|
10.8K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-8.43K- 10.2% |
$273K - $285K
|
74.3K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.47K- 6.91% |
$274K - $286K
|
114K
$3.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-8.66K- 13.99% |
$280K - $292K
|
53.2K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.75K- 9.44% |
$283K - $296K
|
84K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 15.56% |
$390K - $407K
|
65.4K
$2.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15.1K- 5.29% |
$488K - $509K
|
270K
$8.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20.3K- 9.0% |
$658K - $687K
|
205K
$6.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-21.1K- 18.72% |
$683K - $713K
|
91.7K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ge Investment Management Corp.
Norwalk, CT |
SELL
|
- |
-21.9K- 65.44% |
$710K - $741K
|
11.6K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.3K- 41.74% |
$753K - $786K
|
32.5K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-24.9K- 91.81% |
$805K - $841K
|
2.22K
$73.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-26.2K- 19.95% |
$847K - $884K
|
105K
$3.46M
|