Purchases and Sales Made in Q3 2023 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 2023. 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 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
42K+ 8.87% |
$1.32M - $1.35M
|
515K
$17.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
41.6K+ 202.16% |
$1.3M - $1.34M
|
62.1K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.5K+ 153.58% |
$1.3M - $1.34M
|
68.5K
$2.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.1K+ 105.7% |
$1.1M - $1.13M
|
68.3K
$2.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
33.6KNew |
$1.05M - $1.08M
|
33.6K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.4K+ 14.76% |
$1.02M - $1.04M
|
252K
$8.38M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.2K+ 1.63% |
$1.01M - $1.04M
|
2.01M
$67.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
30.5K+ 56512.96% |
$958K - $984K
|
30.6K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30K+ 8.63% |
$943K - $969K
|
378K
$12.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
29.7K+ 3.71% |
$931K - $957K
|
829K
$27.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.4K+ 26.18% |
$924K - $949K
|
142K
$4.72M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
27.7K+ 2.57% |
$870K - $894K
|
1.11M
$36.8M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
27.5K+ 12.93% |
$864K - $888K
|
240K
$8M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
27.5K+ 2.74% |
$864K - $888K
|
1.03M
$34.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
26.6K+ 26.61% |
$836K - $858K
|
127K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
25.6KNew |
$803K - $825K
|
25.6K
$852K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
25.5K+ 4.75% |
$801K - $823K
|
563K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
23.6KNew |
$742K - $762K
|
23.6K
$786K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
23.4KNew |
$736K - $756K
|
23.4K
$781K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
22.7KNew |
$712K - $731K
|
22.7K
$755K
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
22.3K+ 4.27% |
$701K - $720K
|
546K
$18.2M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.8K+ 195.46% |
$685K - $703K
|
33K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21K+ 136.15% |
$658K - $676K
|
36.4K
$1.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
19.7K+ 2.89% |
$618K - $635K
|
700K
$23.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
19.3K+ 10.67% |
$607K - $624K
|
201K
$6.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19K+ 18.66% |
$597K - $613K
|
121K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
18.2K+ 17.03% |
$572K - $587K
|
125K
$4.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
18.1K+ 12.9% |
$570K - $585K
|
159K
$5.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
17.5K+ 8.37% |
$550K - $565K
|
227K
$7.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
16.9KNew |
$529K - $544K
|
16.9K
$561K
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
16.8K+ 8.86% |
$526K - $540K
|
206K
$6.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
16.6K+ 57.63% |
$523K - $537K
|
45.5K
$1.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16.6K+ 35.84% |
$522K - $537K
|
63.1K
$2.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
16.5KNew |
$518K - $532K
|
16.5K
$549K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16.5K+ 35.12% |
$517K - $531K
|
63.4K
$2.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.5K+ 16.56% |
$517K - $531K
|
116K
$3.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
15.3K+ 4.49% |
$479K - $492K
|
355K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15K+ 3.05% |
$470K - $483K
|
505K
$16.8M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
14.9K+ 7.27% |
$467K - $479K
|
219K
$7.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
14.5K+ 12.29% |
$455K - $468K
|
132K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
13.8K+ 10.54% |
$435K - $447K
|
145K
$4.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.8K+ 4.79% |
$432K - $444K
|
301K
$10M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.6K+ 10.81% |
$427K - $439K
|
140K
$4.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6KNew |
$395K - $405K
|
12.6K
$419K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
12.2K+ 0.55% |
$384K - $394K
|
2.23M
$74.2M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.2K+ 90.56% |
$383K - $394K
|
25.7K
$856K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
11.7K+ 10.5% |
$367K - $377K
|
123K
$4.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
11.6K+ 46.73% |
$364K - $373K
|
36.4K
$1.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
10.8K+ 4.51% |
$338K - $348K
|
250K
$8.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10.3KNew |
$323K - $332K
|
10.3K
$343K
|