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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.59K+ 69.65% |
$204K - $217K
|
16K
$529K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
6.28KNew |
$194K - $207K
|
6.28K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.2KNew |
$191K - $204K
|
6.2K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
6.13K+ 46.46% |
$189K - $202K
|
19.3K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.12KNew |
$189K - $201K
|
6.12K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.29K+ 2.83% |
$164K - $174K
|
192K
$6.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.13K+ 12.86% |
$159K - $169K
|
45K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
4.95K+ 1.09% |
$153K - $163K
|
459K
$15.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.91K+ 48.74% |
$152K - $162K
|
15K
$494K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
4.8K+ 1.38% |
$148K - $158K
|
352K
$11.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
4.38K+ 2.83% |
$135K - $144K
|
159K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.36K+ 9.06% |
$135K - $143K
|
52.5K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.26K+ 3.47% |
$132K - $140K
|
127K
$4.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.05K+ 6.4% |
$125K - $133K
|
67.4K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.77K+ 5.5% |
$116K - $124K
|
72.3K
$2.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.75K+ 22.55% |
$116K - $123K
|
20.4K
$671K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.59K+ 18.6% |
$111K - $118K
|
22.9K
$753K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.58K+ 9.02% |
$111K - $118K
|
43.3K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.45K+ 6.01% |
$107K - $113K
|
60.9K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.32K+ 4.3% |
$102K - $109K
|
80.5K
$2.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.24K+ 35.16% |
$100K - $107K
|
12.5K
$410K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.18K+ 0.49% |
$98.2K - $104K
|
648K
$21.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.12KNew |
$96.3K - $102K
|
3.12K
$103K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.07K+ 9.55% |
$94.8K - $101K
|
35.2K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.99K+ 0.93% |
$92.4K - $98.3K
|
325K
$10.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.96K+ 10.27% |
$91.3K - $97.2K
|
31.7K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.92KNew |
$90.3K - $96K
|
2.92K
$96.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.83KNew |
$87.4K - $93K
|
2.83K
$93.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.66KNew |
$82.3K - $87.6K
|
2.66K
$87.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.55KNew |
$78.7K - $83.7K
|
2.55K
$83.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.38KNew |
$73.7K - $78.4K
|
2.38K
$78.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.12KNew |
$65.5K - $69.7K
|
2.12K
$69.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
2.07K+ 9.85% |
$63.9K - $68K
|
23.1K
$760K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.85K+ 2.53% |
$57.1K - $60.7K
|
74.9K
$2.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.84K+ 13.16% |
$56.8K - $60.4K
|
15.8K
$520K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.82K+ 1.1% |
$56.3K - $59.9K
|
167K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 1.1% |
$56.3K - $59.9K
|
167K
$5.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.82K+ 5.35% |
$56.2K - $59.8K
|
35.8K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.48K+ 1.02% |
$45.6K - $48.5K
|
147K
$4.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.33K+ 3.77% |
$41.1K - $43.7K
|
36.6K
$1.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.22K+ 3.78% |
$37.7K - $40.1K
|
33.5K
$1.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.18K+ 13.59% |
$36.6K - $38.9K
|
9.89K
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.17KNew |
$36.2K - $38.5K
|
1.17K
$38.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.12KNew |
$34.7K - $36.9K
|
1.12K
$36.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.11K+ 153.1% |
$34.3K - $36.5K
|
1.84K
$60.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$34K - $36.2K
|
1.1K
$36.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.1KNew |
$33.9K - $36K
|
1.1K
$36.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.08K+ 15.7% |
$33.3K - $35.5K
|
7.94K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
993+ 1.19% |
$30.7K - $32.7K
|
84.3K
$2.78M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
908+ 1.07% |
$28.1K - $29.9K
|
85.9K
$2.83M
|