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
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 1.46% |
$61.8 - $65.8
|
139
$4.58K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$30.9 - $32.9
|
1
$32.9
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$30.9 - $32.9
|
740
$24.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1New |
$30.9 - $32.9
|
1
$32.9
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$30.9 - $32.9
|
28.1K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1- 0.4% |
$30.9 - $32.9
|
250
$8.24K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-2- 0.33% |
$61.8 - $65.8
|
602
$19.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 15.38% |
$124 - $132
|
22
$725
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-29- 0.3% |
$896 - $954
|
9.74K
$321K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-33- 0.41% |
$1.02K - $1.09K
|
8.08K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-36- 10.78% |
$1.11K - $1.18K
|
298
$9.82K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-36- 0.53% |
$1.11K - $1.18K
|
6.72K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-36- 0.1% |
$1.11K - $1.18K
|
35.7K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-48- 0.5% |
$1.48K - $1.58K
|
9.56K
$315K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-84- 0.8% |
$2.6K - $2.76K
|
10.5K
$345K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-90- 45.23% |
$2.78K - $2.96K
|
109
$3.59K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.78% |
$3.09K - $3.29K
|
12.7K
$419K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-214- 0.19% |
$6.61K - $7.04K
|
112K
$3.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-243- 7.95% |
$7.51K - $7.99K
|
2.81K
$92.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-304- 12.64% |
$9.4K - $10K
|
2.1K
$69.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-340- 0.53% |
$10.5K - $11.2K
|
63.9K
$2.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-348- 1.08% |
$10.8K - $11.4K
|
32K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-401- 4.55% |
$12.4K - $13.2K
|
8.41K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-401- 2.65% |
$12.4K - $13.2K
|
14.7K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-437- 2.38% |
$13.5K - $14.4K
|
17.9K
$590K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-450- 3.65% |
$13.9K - $14.8K
|
11.9K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-454- 6.36% |
$14K - $14.9K
|
6.69K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-462- 4.28% |
$14.3K - $15.2K
|
10.3K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-498- 6.34% |
$15.4K - $16.4K
|
7.35K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-630- 0.91% |
$19.5K - $20.7K
|
68.3K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-639- 22.41% |
$19.8K - $21K
|
2.21K
$72.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-663- 2.49% |
$20.5K - $21.8K
|
26K
$856K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-695- 2.72% |
$21.5K - $22.9K
|
24.9K
$820K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-712- 4.97% |
$22K - $23.4K
|
13.6K
$449K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-727- 1.03% |
$22.5K - $23.9K
|
69.6K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-771- 12.28% |
$23.8K - $25.4K
|
5.51K
$181K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-803- 7.0% |
$24.8K - $26.4K
|
10.7K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-815- 46.84% |
$25.2K - $26.8K
|
925
$30.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-832- 1.16% |
$25.7K - $27.4K
|
70.8K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-950- 1.05% |
$29.4K - $31.2K
|
89.5K
$2.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-962- 0.47% |
$29.7K - $31.6K
|
205K
$6.75M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-978- 1.41% |
$30.2K - $32.2K
|
68.6K
$2.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-995- 12.76% |
$30.8K - $32.7K
|
6.81K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.23K- 10.86% |
$38K - $40.5K
|
10.1K
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.43K- 4.46% |
$44.3K - $47.2K
|
30.7K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.46K- 12.6% |
$45K - $47.9K
|
10.1K
$333K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.47K- 4.92% |
$45.4K - $48.3K
|
28.4K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 15.6% |
$49.6K - $52.8K
|
8.69K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.66K- 6.62% |
$51.4K - $54.7K
|
23.5K
$773K
|