Purchases and Sales Made in Q4 2021 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.9M+ 15.37% |
$104M - $106M
|
21.8M
$718M
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.21MNew |
$43.7M - $44.4M
|
1.21M
$40M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.11M+ 68.5% |
$39.8M - $40.5M
|
2.72M
$89.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02M+ 3062.65% |
$36.5M - $37.2M
|
1.05M
$34.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
897KNew |
$32.3M - $32.8M
|
897K
$29.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
849KNew |
$30.5M - $31.1M
|
849K
$28M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
737K+ 10.3% |
$26.5M - $27M
|
7.9M
$260M
|
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
581K+ 70.66% |
$20.9M - $21.3M
|
1.4M
$46.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
573KNew |
$20.6M - $21M
|
573K
$18.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
536K+ 80.63% |
$19.3M - $19.6M
|
1.2M
$39.6M
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
356K+ 898.03% |
$12.8M - $13M
|
396K
$13M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
336KNew |
$12.1M - $12.3M
|
336K
$11.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
334K+ 72.65% |
$12M - $12.2M
|
793K
$26.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
323K+ 12.59% |
$11.6M - $11.8M
|
2.89M
$95.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
263K+ 141.58% |
$9.45M - $9.62M
|
448K
$14.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
245KNew |
$8.82M - $8.97M
|
245K
$8.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197K+ 75.1% |
$7.1M - $7.22M
|
460K
$15.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
181KNew |
$6.52M - $6.63M
|
181K
$5.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
180K+ 60.85% |
$6.47M - $6.58M
|
475K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
156K+ 7.48% |
$5.62M - $5.72M
|
2.24M
$73.9M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
145KNew |
$5.2M - $5.29M
|
145K
$4.76M
|
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
136KNew |
$4.88M - $4.96M
|
136K
$4.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
114KNew |
$4.11M - $4.18M
|
114K
$3.76M
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
102KNew |
$3.65M - $3.72M
|
102K
$3.35M
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
96.6KNew |
$3.48M - $3.54M
|
96.6K
$3.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
89.4KNew |
$3.22M - $3.27M
|
89.4K
$2.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
83K+ 242.97% |
$2.99M - $3.04M
|
117K
$3.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
80.1K+ 8.7% |
$2.88M - $2.93M
|
1M
$33M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
69.4KNew |
$2.5M - $2.54M
|
69.4K
$2.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68.7K+ 12.35% |
$2.47M - $2.51M
|
625K
$20.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
65.5KNew |
$2.36M - $2.4M
|
65.5K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
60.4K+ 3.78% |
$2.17M - $2.21M
|
1.66M
$54.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
58.8K+ 82.35% |
$2.11M - $2.15M
|
130K
$4.29M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
58.5K+ 39.01% |
$2.1M - $2.14M
|
209K
$6.87M
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
55.4KNew |
$1.99M - $2.03M
|
55.4K
$1.82M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
54.1K+ 4.01% |
$1.95M - $1.98M
|
1.4M
$46.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
51.2KNew |
$1.84M - $1.87M
|
51.2K
$1.69M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
45.2KNew |
$1.63M - $1.65M
|
45.2K
$1.49M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
44.4KNew |
$1.6M - $1.63M
|
44.4K
$1.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
44.1K+ 367116.66% |
$1.58M - $1.61M
|
44.1K
$1.45M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
43KNew |
$1.54M - $1.57M
|
43K
$1.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
42K+ 28.55% |
$1.51M - $1.54M
|
189K
$6.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
41.9K+ 2.81% |
$1.51M - $1.53M
|
1.53M
$50.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
37.5KNew |
$1.35M - $1.37M
|
37.5K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
34K+ 58.14% |
$1.22M - $1.25M
|
92.5K
$3.05M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
33.9K+ 123.66% |
$1.22M - $1.24M
|
61.2K
$2.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
33.8KNew |
$1.22M - $1.24M
|
33.8K
$1.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32K+ 25.52% |
$1.15M - $1.17M
|
158K
$5.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
31.3KNew |
$1.12M - $1.14M
|
31.3K
$1.03M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
31.2K+ 13.47% |
$1.12M - $1.14M
|
263K
$8.66M
|