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
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-444- 1.35% |
$16K - $16.3K
|
32.6K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-458Closed |
$16.5K - $16.8K
|
0
$0
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-466- 48.14% |
$16.8K - $17.1K
|
502
$16.6K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-474Closed |
$17K - $17.3K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-492- 7.04% |
$17.7K - $18K
|
6.5K
$214K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-498Closed |
$17.9K - $18.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-516- 12.01% |
$18.6K - $18.9K
|
3.78K
$125K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-613- 0.49% |
$22K - $22.4K
|
124K
$4.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-627- 5.33% |
$22.6K - $22.9K
|
11.1K
$367K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-631- 4.45% |
$22.7K - $23.1K
|
13.5K
$447K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-679- 0.8% |
$24.4K - $24.9K
|
83.7K
$2.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-702- 29.01% |
$25.3K - $25.7K
|
1.72K
$56.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-792- 8.22% |
$28.5K - $29K
|
8.84K
$292K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-801- 8.61% |
$28.8K - $29.3K
|
8.5K
$280K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-810- 1.24% |
$29.1K - $29.6K
|
64.3K
$2.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-871Closed |
$31.3K - $31.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-977- 3.66% |
$35.1K - $35.8K
|
25.8K
$849K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.17K- 8.15% |
$41.9K - $42.7K
|
13.1K
$433K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.32KClosed |
$47.6K - $48.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-1.36KClosed |
$48.8K - $49.7K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.42K- 32.69% |
$51.2K - $52.1K
|
2.93K
$96.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.48KClosed |
$53.2K - $54.1K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.53K- 13.78% |
$55.1K - $56.1K
|
9.59K
$316K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.54K- 24.09% |
$55.4K - $56.3K
|
4.85K
$160K
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.62K- 1.9% |
$58.4K - $59.4K
|
83.6K
$2.76M
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.8K- 2.0% |
$64.7K - $65.8K
|
88.2K
$2.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.89K- 10.67% |
$68.1K - $69.3K
|
15.9K
$523K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.96K- 4.91% |
$70.6K - $71.8K
|
38K
$1.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-2K- 14.06% |
$71.9K - $73.2K
|
12.2K
$403K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.01K- 36.1% |
$72.2K - $73.5K
|
3.55K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.3K- 22.71% |
$82.8K - $84.3K
|
7.84K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.42K- 1.22% |
$86.9K - $88.4K
|
196K
$6.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.55K- 6.18% |
$91.9K - $93.5K
|
38.8K
$1.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 3.98% |
$92.7K - $94.4K
|
62.2K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.76K- 4.42% |
$99.4K - $101K
|
59.8K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.07K- 16.45% |
$110K - $112K
|
15.6K
$514K
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
SELL
|
- |
-3.24K- 32.88% |
$116K - $119K
|
6.61K
$218K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.98K- 16.16% |
$143K - $146K
|
20.6K
$681K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-4K- 81.35% |
$144K - $146K
|
916
$30.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.04K- 3.56% |
$145K - $148K
|
109K
$3.61M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.52K- 11.23% |
$162K - $165K
|
35.7K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.64K- 11.64% |
$167K - $170K
|
35.2K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.83K- 29.78% |
$174K - $177K
|
11.4K
$375K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.2K- 5.37% |
$187K - $190K
|
91.6K
$3.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-5.58KClosed |
$201K - $204K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-5.71KClosed |
$205K - $209K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.72KClosed |
$206K - $209K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.78KClosed |
$208K - $212K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-5.85KClosed |
$210K - $214K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-6K- 44.1% |
$216K - $220K
|
7.61K
$251K
|