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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-1.69K- 1.71% |
$52.1K - $55.5K
|
96.7K
$3.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-1.93K- 1.62% |
$59.6K - $63.4K
|
117K
$3.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.94K- 5.79% |
$59.9K - $63.8K
|
31.6K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.21K- 89.12% |
$68.4K - $72.8K
|
270
$8.99K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.23K- 10.85% |
$69K - $73.4K
|
18.4K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.29K- 1.81% |
$70.8K - $75.3K
|
124K
$4.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.43K- 60.51% |
$75K - $79.8K
|
1.58K
$52.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.71K- 5.89% |
$83.9K - $89.3K
|
43.3K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.15K- 15.74% |
$97.4K - $104K
|
16.9K
$562K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.47K- 1.78% |
$107K - $114K
|
191K
$6.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.73K- 23.8% |
$115K - $123K
|
12K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.77K- 4.32% |
$117K - $124K
|
83.5K
$2.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.88K- 8.4% |
$120K - $128K
|
42.3K
$1.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.39K- 19.78% |
$136K - $144K
|
17.8K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.51K- 3.09% |
$139K - $148K
|
141K
$4.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.6K- 9.52% |
$142K - $151K
|
43.7K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.73K- 3.95% |
$146K - $156K
|
115K
$3.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.91K- 7.78% |
$152K - $161K
|
58.2K
$1.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5K- 21.27% |
$155K - $164K
|
18.5K
$616K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.03K- 3.27% |
$155K - $165K
|
149K
$4.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.39K- 1.79% |
$167K - $177K
|
296K
$9.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5.45K- 5.44% |
$169K - $179K
|
94.8K
$3.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5.5K- 5.6% |
$170K - $181K
|
92.7K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5.86K- 34.74% |
$181K - $193K
|
11K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.05K- 15.64% |
$187K - $199K
|
32.6K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-6.08K- 54.99% |
$188K - $200K
|
4.98K
$166K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.09K- 6.23% |
$188K - $200K
|
91.7K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.25K- 91.96% |
$193K - $205K
|
546
$18.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.48K- 4.71% |
$200K - $213K
|
131K
$4.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.57K- 4.96% |
$203K - $216K
|
126K
$4.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-7.28K- 4.42% |
$225K - $239K
|
157K
$5.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.26K- 38.29% |
$255K - $272K
|
13.3K
$443K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.69K- 3.99% |
$268K - $286K
|
209K
$6.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.74K- 7.63% |
$270K - $287K
|
106K
$3.52M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-9.01K- 12.63% |
$279K - $296K
|
62.3K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-9.08K- 57.65% |
$281K - $299K
|
6.67K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.32K- 13.64% |
$288K - $307K
|
59K
$1.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.98K- 1.2% |
$308K - $328K
|
819K
$27.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-10.2K- 3.26% |
$315K - $335K
|
303K
$10.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 8.77% |
$316K - $337K
|
106K
$3.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-10.4K- 3.84% |
$321K - $341K
|
260K
$8.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11.1K- 17.84% |
$342K - $364K
|
50.9K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.5K- 13.32% |
$385K - $410K
|
81.1K
$2.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-12.8K- 46.1% |
$395K - $420K
|
14.9K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-13K- 68.7% |
$402K - $428K
|
5.93K
$197K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-13.6K- 40.5% |
$420K - $447K
|
20K
$665K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-13.6K- 22.57% |
$421K - $448K
|
46.8K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-14K- 20.91% |
$433K - $461K
|
53K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-15.4K- 7.72% |
$477K - $507K
|
184K
$6.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15.6K- 57.37% |
$482K - $512K
|
11.6K
$386K
|