Purchases and Sales Made in Q4 2023 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19.4K+ 57.78% |
$600K - $638K
|
53K
$1.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19K+ 52.24% |
$587K - $625K
|
55.4K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
18.6KNew |
$574K - $611K
|
18.6K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
18.6K+ 8.62% |
$574K - $611K
|
234K
$7.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.5K+ 764.97% |
$570K - $607K
|
20.9K
$695K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
18.3K+ 8.05% |
$564K - $601K
|
245K
$8.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18.1KNew |
$561K - $597K
|
18.1K
$604K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.4K+ 4.35% |
$508K - $541K
|
395K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
16.4KNew |
$506K - $539K
|
16.4K
$545K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
16.3K+ 16.79% |
$505K - $537K
|
114K
$3.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.9K+ 6.11% |
$491K - $523K
|
276K
$9.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 1.54% |
$477K - $507K
|
1.02M
$33.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
15K+ 49.13% |
$464K - $494K
|
45.6K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
14.6K+ 6.53% |
$453K - $482K
|
239K
$7.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$444K - $473K
|
14.4K
$478K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
14.3K+ 55.41% |
$441K - $469K
|
40K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
13.8K+ 31.48% |
$426K - $453K
|
57.5K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.7K+ 11.83% |
$424K - $451K
|
130K
$4.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
13K+ 13.09% |
$401K - $427K
|
112K
$3.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
12.5K+ 12.01% |
$385K - $410K
|
116K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.3K+ 2.19% |
$381K - $406K
|
575K
$19.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
12.3K+ 23.43% |
$379K - $403K
|
64.6K
$2.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.2K+ 24.13% |
$378K - $402K
|
62.9K
$2.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.1K+ 10.54% |
$373K - $397K
|
127K
$4.22M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
11.7K+ 4.91% |
$360K - $383K
|
249K
$8.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
11.3K+ 2.2% |
$350K - $373K
|
526K
$17.5M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.3KNew |
$350K - $373K
|
11.3K
$377K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
10.7K+ 4.86% |
$330K - $351K
|
230K
$7.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.3K+ 13.84% |
$319K - $339K
|
84.8K
$2.82M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.3KNew |
$317K - $338K
|
10.3K
$342K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.58KNew |
$296K - $315K
|
9.58K
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
9.54KNew |
$295K - $314K
|
9.54K
$318K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
9.52K+ 26.19% |
$294K - $313K
|
45.9K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.15KNew |
$283K - $301K
|
9.15K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.42K+ 5.31% |
$260K - $277K
|
167K
$5.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.39K+ 11.07% |
$259K - $276K
|
84.2K
$2.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8.15K+ 41.19% |
$252K - $268K
|
27.9K
$931K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8.12KNew |
$251K - $267K
|
8.12K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8K+ 60.48% |
$247K - $263K
|
21.2K
$707K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
7.86KNew |
$243K - $259K
|
7.86K
$262K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
7.64K+ 3.48% |
$236K - $251K
|
227K
$7.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.63K+ 14.93% |
$236K - $251K
|
58.8K
$1.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.61K+ 9.27% |
$235K - $250K
|
89.7K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.6K+ 25.94% |
$235K - $250K
|
36.9K
$1.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
7.34KNew |
$227K - $241K
|
7.34K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.19K+ 21.8% |
$222K - $236K
|
40.1K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6.8KNew |
$210K - $224K
|
6.8K
$226K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.76KNew |
$209K - $222K
|
6.76K
$225K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6.72KNew |
$208K - $221K
|
6.72K
$224K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.61KNew |
$204K - $217K
|
6.61K
$220K
|