Purchases and Sales Made in Q4 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 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 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
14.3KNew |
$439K - $462K
|
14.3K
$470K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
14.2K+ 5.96% |
$436K - $459K
|
252K
$8.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.9K+ 171.39% |
$428K - $450K
|
22K
$726K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
13.7KNew |
$421K - $443K
|
13.7K
$451K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.8KNew |
$392K - $413K
|
12.8K
$420K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
12.5K+ 6.91% |
$383K - $404K
|
193K
$6.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.1KNew |
$373K - $393K
|
12.1K
$400K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.1K+ 77.22% |
$373K - $393K
|
27.8K
$917K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
11.9KNew |
$365K - $384K
|
11.9K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.6KNew |
$356K - $374K
|
11.6K
$381K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10.7KNew |
$329K - $347K
|
10.7K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 75.9% |
$325K - $342K
|
24.5K
$806K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10.5K+ 41.85% |
$324K - $341K
|
35.7K
$1.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9.77K+ 13.04% |
$300K - $316K
|
84.7K
$2.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
9.52K+ 7.59% |
$293K - $308K
|
135K
$4.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9.35K+ 86.11% |
$287K - $302K
|
20.2K
$666K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.01K+ 20.03% |
$277K - $292K
|
54K
$1.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.85K+ 25.61% |
$272K - $286K
|
43.4K
$1.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.67K+ 127.45% |
$266K - $280K
|
15.5K
$510K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.45KNew |
$260K - $274K
|
8.45K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
8.44K+ 12.03% |
$259K - $273K
|
78.6K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
8.37KNew |
$257K - $271K
|
8.37K
$276K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
7.88K+ 21.44% |
$242K - $255K
|
44.7K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7.7K+ 17.68% |
$237K - $249K
|
51.3K
$1.69M
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.67KNew |
$236K - $248K
|
7.67K
$253K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.66K+ 13.42% |
$236K - $248K
|
64.8K
$2.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
7.54KNew |
$232K - $244K
|
7.54K
$248K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7.53KNew |
$231K - $244K
|
7.53K
$248K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.46K+ 20.46% |
$229K - $242K
|
43.9K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.87KNew |
$211K - $222K
|
6.87K
$226K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6.48K+ 352.53% |
$199K - $210K
|
8.31K
$274K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.43KNew |
$198K - $208K
|
6.43K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.29KNew |
$193K - $204K
|
6.29K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.28K+ 79.25% |
$193K - $203K
|
14.2K
$468K
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
6.04K+ 4.74% |
$186K - $195K
|
134K
$4.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.95K+ 18.21% |
$183K - $192K
|
38.6K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
5.62K+ 44.54% |
$173K - $182K
|
18.2K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.58K+ 7.8% |
$171K - $181K
|
77.1K
$2.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
5.05K+ 47.3% |
$155K - $163K
|
15.7K
$518K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.96K+ 3.02% |
$153K - $161K
|
169K
$5.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.63K+ 5.4% |
$142K - $150K
|
90.3K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.38KNew |
$135K - $142K
|
4.38K
$144K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.98K+ 2.04% |
$122K - $129K
|
199K
$6.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
3.9K+ 2.07% |
$120K - $126K
|
193K
$6.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.74K+ 6.11% |
$115K - $121K
|
65K
$2.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.63KNew |
$112K - $118K
|
3.63K
$120K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.25K+ 20.74% |
$99.9K - $105K
|
18.9K
$624K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.91K+ 2.78% |
$89.4K - $94.1K
|
107K
$3.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.79K+ 11.16% |
$85.8K - $90.3K
|
27.8K
$915K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.71K+ 6.98% |
$83.3K - $87.7K
|
41.5K
$1.37M
|