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 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
115New |
$3.72K - $3.78K
|
115
$3.77K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
102New |
$3.3K - $3.36K
|
102
$3.35K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
101New |
$3.27K - $3.32K
|
101
$3.31K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
89+ 0.93% |
$2.88K - $2.93K
|
9.65K
$317K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
76New |
$2.46K - $2.5K
|
76
$2.49K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
71New |
$2.3K - $2.34K
|
71
$2.33K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
65New |
$2.1K - $2.14K
|
65
$2.13K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
51+ 0.4% |
$1.65K - $1.68K
|
12.9K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
43New |
$1.39K - $1.42K
|
43
$1.41K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
36+ 0.34% |
$1.17K - $1.18K
|
10.5K
$345K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
34+ 0.88% |
$1.1K - $1.12K
|
3.9K
$128K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25New |
$810 - $823
|
25
$820
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15New |
$486 - $494
|
15
$492
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15New |
$486 - $494
|
15
$492
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
14+ 0.05% |
$453 - $461
|
28.4K
$933K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 0.73% |
$291 - $296
|
1.25K
$40.9K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
7+ 0.08% |
$227 - $230
|
9.22K
$303K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.6% |
$130 - $132
|
667
$21.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.02% |
$130 - $132
|
16.9K
$553K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
3+ 7.89% |
$97.1 - $98.7
|
41
$1.35K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$64.8 - $65.8
|
2
$65.6
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$64.8 - $65.8
|
2
$65.6
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$32.4 - $32.9
|
6.12K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.5% |
$32.4 - $32.9
|
202
$6.63K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.72% |
$32.4 - $32.9
|
140
$4.59K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1New |
$32.4 - $32.9
|
1
$32.8
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.49% |
$32.4 - $32.9
|
202
$6.63K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1Closed |
$32.4 - $32.9
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$32.4 - $32.9
|
28.1K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-15- 0.08% |
$486 - $494
|
17.9K
$587K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-17- 0.07% |
$550 - $559
|
25.5K
$838K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18- 0.03% |
$583 - $592
|
52.5K
$1.72M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 0.14% |
$810 - $823
|
17.3K
$566K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-27- 12.39% |
$874 - $889
|
191
$6.27K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.26% |
$1.07K - $1.09K
|
12.7K
$417K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-49- 0.04% |
$1.59K - $1.61K
|
113K
$3.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-89- 4.02% |
$2.88K - $2.93K
|
2.12K
$69.7K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-91- 4.3% |
$2.95K - $2.99K
|
2.03K
$66.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-92- 5.81% |
$2.98K - $3.03K
|
1.49K
$49K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-103- 0.05% |
$3.34K - $3.39K
|
209K
$6.86M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-121- 0.32% |
$3.92K - $3.98K
|
37.3K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-134- 82.21% |
$4.34K - $4.41K
|
29
$951
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-178- 6.29% |
$5.76K - $5.86K
|
2.65K
$87K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-198- 36.26% |
$6.41K - $6.52K
|
348
$11.4K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 74.07% |
$6.48K - $6.58K
|
70
$2.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-214- 1.49% |
$6.93K - $7.04K
|
14.2K
$464K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-226- 2.8% |
$7.32K - $7.44K
|
7.86K
$258K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-227- 3.66% |
$7.35K - $7.47K
|
5.97K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-251- 15.22% |
$8.13K - $8.26K
|
1.4K
$45.9K
|