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 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
28.4KNew |
$1.02M - $1.04M
|
28.4K
$935K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28.3K+ 210.92% |
$1.02M - $1.04M
|
41.7K
$1.37M
|
|
|
Jan 04, 2022
Q4 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
27.9K+ 3.04% |
$1M - $1.02M
|
947K
$31.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.7K+ 75.26% |
$995K - $1.01M
|
64.4K
$2.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
27.6KNew |
$992K - $1.01M
|
27.6K
$909K
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26.5KNew |
$954K - $971K
|
26.5K
$874K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25.9KNew |
$932K - $949K
|
25.9K
$854K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
25.6K+ 3.93% |
$919K - $935K
|
676K
$22.3M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
25.4K+ 2.33% |
$915K - $931K
|
1.12M
$36.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.3K+ 49.03% |
$876K - $891K
|
74K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
23.6K+ 5.39% |
$849K - $864K
|
462K
$15.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
22.8K+ 33.08% |
$820K - $835K
|
91.7K
$3.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
22.3K+ 71.13% |
$803K - $817K
|
53.7K
$1.77M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
20.4KNew |
$733K - $746K
|
20.4K
$672K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
19.9K+ 4.39% |
$717K - $730K
|
474K
$15.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
18KNew |
$646K - $657K
|
18K
$591K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
17.8KNew |
$639K - $650K
|
17.8K
$585K
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16.8KNew |
$605K - $616K
|
16.8K
$554K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
16.3KNew |
$587K - $597K
|
16.3K
$537K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.7K+ 2.91% |
$566K - $576K
|
556K
$18.3M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
15.1KNew |
$542K - $552K
|
15.1K
$497K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
15KNew |
$538K - $548K
|
15K
$493K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.9K+ 401.92% |
$535K - $545K
|
18.6K
$612K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.3K+ 19.92% |
$516K - $525K
|
86.3K
$2.84M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
14.2KNew |
$511K - $520K
|
14.2K
$468K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.8K+ 8.75% |
$497K - $505K
|
172K
$5.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.2K+ 35.85% |
$475K - $484K
|
50.1K
$1.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.7K+ 1.14% |
$458K - $466K
|
1.13M
$37.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
12.6K+ 10.99% |
$454K - $462K
|
128K
$4.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
12.5K+ 7.66% |
$448K - $456K
|
175K
$5.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.7K+ 24.89% |
$422K - $429K
|
58.8K
$1.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 122.67% |
$405K - $412K
|
20.5K
$674K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
11.2KNew |
$402K - $409K
|
11.2K
$368K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 14.3% |
$379K - $386K
|
84.2K
$2.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$364K - $371K
|
10.1K
$334K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.84KNew |
$354K - $360K
|
9.84K
$324K
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
9.75KNew |
$351K - $357K
|
9.75K
$321K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
9.75K+ 153.62% |
$351K - $357K
|
16.1K
$530K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.4KNew |
$338K - $344K
|
9.4K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9.18K+ 7.24% |
$330K - $336K
|
136K
$4.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
8.93K+ 92.64% |
$321K - $327K
|
18.6K
$612K
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
8.49KNew |
$305K - $311K
|
8.49K
$280K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
8.42K+ 16.13% |
$303K - $308K
|
60.6K
$2M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
8.29K+ 2.38% |
$298K - $304K
|
357K
$11.8M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8KNew |
$288K - $293K
|
8K
$263K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.9KNew |
$284K - $289K
|
7.9K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.85K+ 13.22% |
$282K - $287K
|
67.2K
$2.21M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.77K+ 28.91% |
$280K - $284K
|
34.7K
$1.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
7.66K+ 2.18% |
$276K - $280K
|
359K
$11.8M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.58KNew |
$273K - $278K
|
7.58K
$250K
|