Purchases and Sales Made in Q4 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 2022. 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, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-3.55K- 98.91% |
$109K - $115K
|
39
$1.28K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.71K- 8.92% |
$114K - $120K
|
37.9K
$1.25M
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.89K- 1.54% |
$120K - $126K
|
250K
$8.22M
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.4K- 4.96% |
$135K - $142K
|
84.2K
$2.77M
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.75K- 21.89% |
$146K - $154K
|
17K
$558K
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.01K- 23.39% |
$154K - $162K
|
16.4K
$541K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5.12K- 88.39% |
$157K - $166K
|
672
$22.1K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.24K- 19.15% |
$161K - $169K
|
22.1K
$728K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.26K- 6.6% |
$162K - $170K
|
74.5K
$2.45M
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-5.67K- 1.75% |
$174K - $184K
|
318K
$10.5M
|
|
Feb 10, 2023
Q4 2022
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-6.2K- 4.84% |
$191K - $201K
|
122K
$4.02M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.35K- 46.25% |
$195K - $206K
|
7.39K
$243K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.69K- 7.77% |
$206K - $216K
|
79.4K
$2.61M
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.01K- 43.7% |
$215K - $227K
|
9.02K
$297K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.06K- 3.12% |
$248K - $261K
|
250K
$8.24M
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-8.15K- 50.0% |
$251K - $264K
|
8.15K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.19K- 43.1% |
$252K - $265K
|
10.8K
$356K
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.38K- 1.17% |
$258K - $271K
|
709K
$23.3M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.57K- 35.92% |
$264K - $277K
|
15.3K
$504K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.89K- 22.18% |
$273K - $288K
|
31.2K
$1.03M
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-10.5K- 2.05% |
$324K - $341K
|
504K
$16.6M
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.9K- 1.85% |
$334K - $351K
|
575K
$18.9M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-11.5K- 13.73% |
$353K - $372K
|
72.2K
$2.38M
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-11.8K- 8.05% |
$363K - $382K
|
135K
$4.44M
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-11.8K- 8.05% |
$363K - $382K
|
135K
$4.44M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.3K- 4.38% |
$378K - $398K
|
268K
$8.83M
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-12.8K- 1.41% |
$393K - $414K
|
893K
$29.4M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.4K- 30.1% |
$411K - $433K
|
31.1K
$1.02M
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-15.8K- 16.55% |
$487K - $513K
|
79.9K
$2.63M
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-16.1K- 42.02% |
$494K - $520K
|
22.2K
$731K
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-17.8K- 14.2% |
$546K - $575K
|
107K
$3.53M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.2K- 51.6% |
$561K - $591K
|
17.1K
$563K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.5K- 66.32% |
$567K - $597K
|
9.38K
$309K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-19K- 16.21% |
$583K - $614K
|
98K
$3.23M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-23.2K- 50.14% |
$713K - $751K
|
23.1K
$760K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.7K- 7.54% |
$730K - $768K
|
291K
$9.58M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.4K- 31.1% |
$749K - $788K
|
54K
$1.78M
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-24.8K- 2.53% |
$762K - $802K
|
953K
$31.4M
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-25.3K- 20.62% |
$779K - $820K
|
97.6K
$3.21M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.7K- 47.14% |
$853K - $898K
|
31.1K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-28.5K- 11.95% |
$877K - $923K
|
210K
$6.92M
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-32K- 12.62% |
$984K - $1.04M
|
222K
$7.29M
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-33.3K- 18.52% |
$1.02M - $1.08M
|
147K
$4.83M
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-34.7K- 45.18% |
$1.07M - $1.12M
|
42.1K
$1.39M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-35.7K- 3.59% |
$1.1M - $1.16M
|
959K
$31.6M
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-44.1K- 26.58% |
$1.35M - $1.43M
|
122K
$4.01M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-48.2K- 22.38% |
$1.48M - $1.56M
|
167K
$5.5M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52.3K- 27.88% |
$1.61M - $1.69M
|
135K
$4.46M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-52.5K- 20.49% |
$1.61M - $1.7M
|
204K
$6.71M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-53.4K- 0.91% |
$1.64M - $1.73M
|
5.8M
$191M
|