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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-219- 1.52% |
$7.01K - $7.46K
|
14.2K
$466K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-219- 38.56% |
$7.01K - $7.46K
|
349
$11.5K
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-266- 0.17% |
$8.52K - $9.07K
|
155K
$5.1M
|
|
Aug 10, 2022
Q2 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-272- 3.32% |
$8.71K - $9.27K
|
7.92K
$260K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-298- 54.58% |
$9.54K - $10.2K
|
248
$8.15K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-331- 1.68% |
$10.6K - $11.3K
|
19.4K
$638K
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-338- 4.03% |
$10.8K - $11.5K
|
8.04K
$264K
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
SELL
|
- |
-346- 2.18% |
$11.1K - $11.8K
|
15.5K
$511K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-383Closed |
$12.3K - $13.1K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-460- 13.94% |
$14.7K - $15.7K
|
2.84K
$93.3K
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-470- 2.26% |
$15.1K - $16K
|
20.3K
$667K
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-500- 64.52% |
$16K - $17K
|
275
$9.04K
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-504- 7.21% |
$16.1K - $17.2K
|
6.49K
$213K
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-510- 3.82% |
$16.3K - $17.4K
|
12.8K
$421K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-519- 0.84% |
$16.6K - $17.7K
|
61K
$2M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-539Closed |
$17.3K - $18.4K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-569- 3.37% |
$18.2K - $19.4K
|
16.3K
$536K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-595- 2.69% |
$19.1K - $20.3K
|
21.5K
$706K
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-600Closed |
$19.2K - $20.4K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-604- 93.93% |
$19.3K - $20.6K
|
39
$1.28K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-609- 8.69% |
$19.5K - $20.8K
|
6.4K
$210K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-614- 45.72% |
$19.7K - $20.9K
|
729
$24K
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-638- 2.35% |
$20.4K - $21.7K
|
26.5K
$871K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-651- 86.68% |
$20.9K - $22.2K
|
100
$3.29K
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-671- 1.84% |
$21.5K - $22.9K
|
35.7K
$1.17M
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-868- 2.98% |
$27.8K - $29.6K
|
28.2K
$927K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-888- 51.42% |
$28.4K - $30.3K
|
839
$27.6K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-928Closed |
$29.7K - $31.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-944- 14.47% |
$30.2K - $32.2K
|
5.58K
$183K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.09K- 12.22% |
$35K - $37.2K
|
7.85K
$258K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.11K- 7.78% |
$35.6K - $37.9K
|
13.2K
$433K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.14K- 4.42% |
$36.5K - $38.8K
|
24.6K
$809K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.16K- 62.12% |
$37K - $39.4K
|
705
$23.2K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.18K- 26.47% |
$37.8K - $40.2K
|
3.28K
$108K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1.2K- 65.95% |
$38.3K - $40.7K
|
617
$20.3K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.21KClosed |
$38.6K - $41.1K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 8.68% |
$38.6K - $41.1K
|
12.7K
$417K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.25K- 34.04% |
$39.9K - $42.5K
|
2.41K
$79.3K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.28K- 31.6% |
$41.1K - $43.8K
|
2.78K
$91.3K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.29KClosed |
$41.2K - $43.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.34K- 17.1% |
$43K - $45.7K
|
6.5K
$214K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.39KClosed |
$44.6K - $47.4K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.42K- 3.92% |
$45.4K - $48.3K
|
34.8K
$1.14M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 53.28% |
$49K - $52.1K
|
1.34K
$44.1K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.58K- 1.83% |
$50.5K - $53.7K
|
84.4K
$2.77M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.63K- 14.04% |
$52.2K - $55.5K
|
9.98K
$328K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-1.69K- 1.32% |
$54.2K - $57.6K
|
126K
$4.15M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.71K- 8.71% |
$54.7K - $58.2K
|
17.9K
$588K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.72K- 3.97% |
$54.9K - $58.4K
|
41.5K
$1.36M
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.72K- 13.11% |
$55.1K - $58.6K
|
11.4K
$375K
|