Purchases and Sales Made in Q3 2021 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-7.66KClosed |
$280K - $283K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-7.73KClosed |
$282K - $286K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.84KClosed |
$286K - $290K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-8.26KClosed |
$302K - $305K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.32K- 77.47% |
$304K - $307K
|
2.42K
$80.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-8.67K- 87.49% |
$317K - $320K
|
1.24K
$41.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-8.84K- 1.72% |
$323K - $327K
|
506K
$16.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-9.54K- 31.64% |
$348K - $353K
|
20.6K
$684K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-9.75K- 60.57% |
$356K - $360K
|
6.35K
$211K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9.75K- 30.16% |
$356K - $360K
|
22.6K
$750K
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-10KClosed |
$365K - $370K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 55.62% |
$376K - $381K
|
8.23K
$273K
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 54.95% |
$409K - $414K
|
9.19K
$305K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.4K- 59.93% |
$416K - $421K
|
7.61K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.5K- 31.21% |
$456K - $461K
|
27.5K
$913K
|
|
|
Nov 05, 2021
Q3 2021
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-12.5K- 0.76% |
$457K - $462K
|
1.63M
$53.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-13.8K- 4.05% |
$503K - $509K
|
326K
$10.8M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-14.9K- 55.67% |
$544K - $550K
|
11.9K
$393K
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-15KClosed |
$546K - $553K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-15.6K- 17.08% |
$571K - $578K
|
75.9K
$2.52M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.4KClosed |
$600K - $607K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.7K- 38.35% |
$611K - $618K
|
26.9K
$892K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 33.39% |
$642K - $650K
|
35.1K
$1.16M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-18.1K- 24.97% |
$661K - $669K
|
54.4K
$1.81M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.7K- 21.06% |
$718K - $726K
|
73.7K
$2.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-21.4K- 31.22% |
$781K - $790K
|
47.1K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.1K- 13.68% |
$918K - $929K
|
159K
$5.26M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-25.2K- 28.34% |
$919K - $930K
|
63.6K
$2.11M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.4K- 50.95% |
$1.04M - $1.05M
|
27.4K
$909K
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-33.1K- 3.83% |
$1.21M - $1.22M
|
832K
$27.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-33.3K- 51.5% |
$1.22M - $1.23M
|
31.4K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-34.5K- 98.5% |
$1.26M - $1.28M
|
527
$17.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-34.7K- 3.08% |
$1.27M - $1.28M
|
1.09M
$36.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.2K- 1.8% |
$1.4M - $1.41M
|
2.09M
$69.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-41.9KClosed |
$1.53M - $1.55M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-44.1K- 4.41% |
$1.61M - $1.63M
|
957K
$31.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-52.2K- 37.1% |
$1.91M - $1.93M
|
88.5K
$2.94M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-54.9K- 7.62% |
$2M - $2.03M
|
665K
$22.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-56.4K- 89.82% |
$2.06M - $2.08M
|
6.39K
$212K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.8K- 2.17% |
$2.07M - $2.1M
|
2.57M
$85.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-71.5K- 36.05% |
$2.61M - $2.64M
|
127K
$4.21M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-77.6K- 54.76% |
$2.83M - $2.87M
|
64.1K
$2.13M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-83.2K- 98.86% |
$3.04M - $3.07M
|
960
$31.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-87.3K- 11.9% |
$3.19M - $3.22M
|
646K
$21.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-102K- 75.84% |
$3.72M - $3.76M
|
32.4K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-154K- 15.48% |
$5.62M - $5.69M
|
841K
$27.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-168KClosed |
$6.12M - $6.19M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-197K- 45.15% |
$7.18M - $7.27M
|
239K
$7.93M
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-256KClosed |
$9.35M - $9.46M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-313K- 51.42% |
$11.4M - $11.6M
|
295K
$9.8M
|