Purchases and Sales Made in Q1 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
16.6KNew |
$537K - $545K
|
16.6K
$546K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
16.2K+ 6.61% |
$524K - $533K
|
261K
$8.61M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
15.9K+ 36.16% |
$514K - $523K
|
59.8K
$1.97M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
15.4KNew |
$498K - $506K
|
15.4K
$507K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.3K+ 5.54% |
$495K - $503K
|
291K
$9.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.9K+ 20.66% |
$483K - $491K
|
87.2K
$2.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.8K+ 9.18% |
$480K - $488K
|
176K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.3K+ 3.61% |
$464K - $471K
|
411K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14.1K+ 50.51% |
$457K - $465K
|
42.1K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
14.1K+ 8.59% |
$457K - $465K
|
178K
$5.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14K+ 32.37% |
$454K - $462K
|
57.4K
$1.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
13.9K+ 1.31% |
$450K - $457K
|
1.08M
$35.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
13.4K+ 3.56% |
$434K - $441K
|
390K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.1K+ 1.28% |
$423K - $430K
|
1.03M
$34M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
13K+ 8.32% |
$420K - $426K
|
169K
$5.56M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
12.8KNew |
$414K - $421K
|
12.8K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12.6K+ 11540.37% |
$407K - $414K
|
12.7K
$418K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
12.1K+ 27.94% |
$391K - $398K
|
55.4K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.6K+ 97.9% |
$376K - $383K
|
23.5K
$774K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$375K - $381K
|
11.6K
$381K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.5K+ 0.79% |
$374K - $380K
|
1.46M
$48.2M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.4KNew |
$369K - $376K
|
11.4K
$376K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.9KNew |
$352K - $358K
|
10.9K
$358K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
10.7K+ 0.89% |
$347K - $353K
|
1.22M
$40.2M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7KNew |
$346K - $351K
|
10.7K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.7KNew |
$345K - $351K
|
10.7K
$351K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$335K - $341K
|
10.4K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
10.3K+ 11.19% |
$333K - $338K
|
102K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.1K+ 89.68% |
$328K - $333K
|
21.4K
$705K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9.93K+ 9.11% |
$322K - $327K
|
119K
$3.92M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
9.88KNew |
$320K - $325K
|
9.88K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.81KNew |
$318K - $323K
|
9.81K
$323K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9.2KNew |
$298K - $303K
|
9.2K
$303K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.05KNew |
$293K - $298K
|
9.05K
$298K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.99KNew |
$291K - $296K
|
8.99K
$296K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
8.98K+ 0.97% |
$291K - $296K
|
934K
$30.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.69KNew |
$281K - $286K
|
8.69K
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.38K+ 9.76% |
$271K - $276K
|
94.3K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.36K+ 25.61% |
$271K - $275K
|
41K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.09K+ 6.96% |
$262K - $266K
|
124K
$4.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
7.99K+ 8.26% |
$259K - $263K
|
105K
$3.45M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.61K+ 8.97% |
$246K - $250K
|
92.4K
$3.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.58KNew |
$245K - $249K
|
7.58K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
7.38KNew |
$239K - $243K
|
7.38K
$243K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
7.3KNew |
$236K - $240K
|
7.3K
$240K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
7.07KNew |
$229K - $233K
|
7.07K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.06KNew |
$229K - $232K
|
7.06K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
7.04K+ 1.04% |
$228K - $232K
|
684K
$22.5M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
7K+ 4.19% |
$227K - $230K
|
174K
$5.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.98KNew |
$226K - $230K
|
6.98K
$230K
|