Purchases and Sales Made in Q2 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
67New |
$2.15K - $2.28K
|
67
$2.21K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
65New |
$2.08K - $2.22K
|
65
$2.14K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
61+ 51.69% |
$1.95K - $2.08K
|
179
$5.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
57+ 41.01% |
$1.83K - $1.94K
|
196
$6.46K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
46New |
$1.47K - $1.57K
|
46
$1.52K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
45New |
$1.44K - $1.53K
|
45
$1.48K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
43+ 0.69% |
$1.38K - $1.47K
|
6.25K
$206K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40+ 7.97% |
$1.28K - $1.36K
|
542
$17.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
37+ 0.44% |
$1.19K - $1.26K
|
8.51K
$281K
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
34+ 0.29% |
$1.09K - $1.16K
|
11.9K
$393K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
32+ 0.4% |
$1.02K - $1.09K
|
8.11K
$267K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 4.52% |
$769 - $818
|
555
$18.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
20+ 250.0% |
$641 - $682
|
28
$923
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15New |
$480 - $511
|
15
$494
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
11+ 0.14% |
$352 - $375
|
8.09K
$267K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$288 - $307
|
9
$297
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
9+ 2.6% |
$288 - $307
|
355
$11.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
6+ 0.05% |
$192 - $204
|
11.2K
$370K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.35% |
$128 - $136
|
1.15K
$37.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.68% |
$64.1 - $68.2
|
298
$9.82K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$32 - $34.1
|
8.36K
$275K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 1.0% |
$32 - $34.1
|
99
$3.26K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-7Closed |
$224 - $239
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7Closed |
$224 - $239
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9- 0.04% |
$288 - $307
|
25.5K
$839K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20- 0.01% |
$641 - $682
|
249K
$8.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-29- 30.85% |
$929 - $988
|
65
$2.14K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-31Closed |
$993 - $1.06K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-42- 6.19% |
$1.35K - $1.43K
|
637
$21K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-54- 20.38% |
$1.73K - $1.84K
|
211
$6.95K
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-63- 0.07% |
$2.02K - $2.15K
|
91.2K
$3.01M
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-84- 0.49% |
$2.69K - $2.86K
|
17.2K
$567K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-87- 5.66% |
$2.79K - $2.96K
|
1.45K
$47.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-91Closed |
$2.91K - $3.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-92- 1.36% |
$2.95K - $3.14K
|
6.69K
$220K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-112Closed |
$3.59K - $3.82K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-120Closed |
$3.84K - $4.09K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-130Closed |
$4.16K - $4.43K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-132- 1.47% |
$4.23K - $4.5K
|
8.87K
$292K
|
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-134- 1.76% |
$4.29K - $4.57K
|
7.49K
$247K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-144Closed |
$4.61K - $4.91K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-156Closed |
$5K - $5.32K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-157- 35.44% |
$5.03K - $5.35K
|
286
$9.42K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-164Closed |
$5.25K - $5.59K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-167- 3.67% |
$5.35K - $5.69K
|
4.38K
$144K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-180- 1.63% |
$5.77K - $6.13K
|
10.9K
$358K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-180- 14.52% |
$5.77K - $6.13K
|
1.06K
$34.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-184Closed |
$5.89K - $6.27K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-187Closed |
$5.99K - $6.37K
|
0
$0
|