Purchases and Sales Made in Q4 2023 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 2023. 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 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
83.6K+ 941.5% |
$2.58M - $2.75M
|
92.4K
$3.04M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
82.1K+ 1.08% |
$2.54M - $2.7M
|
7.7M
$254M
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
79.9KNew |
$2.47M - $2.63M
|
79.9K
$2.63M
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
74.3KNew |
$2.3M - $2.45M
|
74.3K
$2.45M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
69.4K+ 1.55% |
$2.15M - $2.28M
|
4.54M
$150M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
68.8K+ 134.04% |
$2.13M - $2.26M
|
120K
$3.96M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.6K+ 99.53% |
$1.97M - $2.09M
|
128K
$4.2M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
60.8K+ 300.83% |
$1.88M - $2M
|
81K
$2.67M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
60.7K+ 398.01% |
$1.88M - $2M
|
75.9K
$2.5M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59.9KNew |
$1.85M - $1.97M
|
59.9K
$1.97M
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
58KNew |
$1.79M - $1.91M
|
58K
$1.91M
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
55.8K+ 689.87% |
$1.73M - $1.84M
|
63.9K
$2.11M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
53.9K+ 43.07% |
$1.67M - $1.77M
|
179K
$5.9M
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
53.5K+ 16.91% |
$1.65M - $1.76M
|
370K
$12.2M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
52.9K+ 15.53% |
$1.64M - $1.74M
|
394K
$13M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.8K+ 130.8% |
$1.63M - $1.74M
|
93.2K
$3.07M
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
52.8KNew |
$1.63M - $1.74M
|
52.8K
$1.74M
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
52.8KNew |
$1.63M - $1.74M
|
52.8K
$1.74M
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
51.8K+ 62.26% |
$1.6M - $1.7M
|
135K
$4.45M
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
49.4K+ 28.44% |
$1.53M - $1.62M
|
223K
$7.34M
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
47.6KNew |
$1.47M - $1.56M
|
47.6K
$1.57M
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
47.6KNew |
$1.47M - $1.56M
|
47.6K
$1.57M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
45.3K+ 391.07% |
$1.4M - $1.49M
|
56.9K
$1.88M
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
44.9K+ 197.99% |
$1.39M - $1.48M
|
67.6K
$2.23M
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
43.5K+ 7.53% |
$1.34M - $1.43M
|
621K
$20.5M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41.3KNew |
$1.28M - $1.36M
|
41.3K
$1.36M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
34.1K+ 79.36% |
$1.05M - $1.12M
|
77.1K
$2.54M
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
32.6KNew |
$1.01M - $1.07M
|
32.6K
$1.07M
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
32.3K+ 3.13% |
$997K - $1.06M
|
1.06M
$35M
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
31K+ 4.43% |
$959K - $1.02M
|
731K
$24.1M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
31K+ 39.0% |
$959K - $1.02M
|
111K
$3.64M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
30.9K+ 76.17% |
$956K - $1.02M
|
71.5K
$2.36M
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
30.8KNew |
$953K - $1.01M
|
30.8K
$1.02M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
30.6KNew |
$945K - $1.01M
|
30.6K
$1.01M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.1K+ 27.65% |
$930K - $990K
|
139K
$4.58M
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
29.3K+ 26.09% |
$906K - $964K
|
142K
$4.67M
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
29.1KNew |
$899K - $957K
|
29.1K
$958K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
28.6K+ 173.78% |
$885K - $942K
|
45.1K
$1.49M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
26.8KNew |
$827K - $880K
|
26.8K
$881K
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26K+ 10.97% |
$804K - $855K
|
263K
$8.66M
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
25.6KNew |
$790K - $841K
|
25.6K
$842K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
25.3K+ 2.81% |
$781K - $831K
|
925K
$30.5M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25K+ 39.42% |
$774K - $823K
|
88.5K
$2.92M
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
23.5K+ 16.71% |
$727K - $774K
|
164K
$5.41M
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
23.1K+ 19.89% |
$715K - $761K
|
139K
$4.59M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.2KNew |
$687K - $731K
|
22.2K
$732K
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
21.9K+ 6.19% |
$678K - $722K
|
376K
$12.4M
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.8K+ 15.64% |
$675K - $718K
|
161K
$5.31M
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
21K+ 46.16% |
$649K - $691K
|
66.5K
$2.19M
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
20.3K+ 86.06% |
$628K - $668K
|
43.9K
$1.45M
|