Purchases and Sales Made in Q1 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.35K+ 2.67% |
$79.8K - $84.8K
|
90.5K
$2.98M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.24K+ 2.67% |
$75.9K - $80.7K
|
85.9K
$2.83M
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.07K+ 2.32% |
$70.2K - $74.6K
|
91.5K
$3.02M
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 1.72% |
$66.7K - $70.9K
|
116K
$3.83M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.83K+ 69.36% |
$62K - $65.8K
|
4.46K
$147K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.8K+ 2.53% |
$61.1K - $64.9K
|
72.9K
$2.4M
|
|
May 11, 2022
Q1 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.75K+ 0.53% |
$59.3K - $63.1K
|
331K
$10.9M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.64K+ 8.0% |
$55.5K - $59K
|
22.1K
$728K
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.59K+ 1.88% |
$53.8K - $57.2K
|
86.2K
$2.84M
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.4K+ 350.75% |
$47.3K - $50.3K
|
1.79K
$59.1K
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.37K+ 0.38% |
$46.6K - $49.5K
|
361K
$11.9M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.37K+ 0.61% |
$46.5K - $49.4K
|
228K
$7.51M
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.33KNew |
$45.1K - $47.9K
|
1.33K
$43.8K
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.31K+ 20.12% |
$44.6K - $47.4K
|
7.85K
$259K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.27KNew |
$42.9K - $45.6K
|
1.27K
$41.7K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.21KNew |
$40.9K - $43.5K
|
1.21K
$39.7K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.15K+ 14.71% |
$39.1K - $41.6K
|
8.99K
$296K
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 8.11% |
$35.4K - $37.6K
|
13.9K
$458K
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.01K+ 3.99% |
$34.4K - $36.5K
|
26.5K
$872K
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
968+ 6.08% |
$32.8K - $34.9K
|
16.9K
$556K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
960+ 3.7% |
$32.6K - $34.6K
|
26.9K
$886K
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
911+ 0.46% |
$30.9K - $32.8K
|
197K
$6.5M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
900+ 84.03% |
$30.5K - $32.4K
|
1.97K
$64.9K
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
859+ 0.69% |
$29.1K - $31K
|
125K
$4.11M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
790+ 1.59% |
$26.8K - $28.5K
|
50.4K
$1.66M
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
789+ 9.87% |
$26.8K - $28.4K
|
8.79K
$289K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
764+ 10.04% |
$25.9K - $27.5K
|
8.37K
$276K
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
749+ 6.73% |
$25.4K - $27K
|
11.9K
$392K
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
717New |
$24.3K - $25.8K
|
717
$23.6K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
649+ 2163.33% |
$22K - $23.4K
|
679
$22.4K
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
640+ 0.5% |
$21.7K - $23.1K
|
128K
$4.22M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
604+ 0.05% |
$20.5K - $21.8K
|
1.2M
$39.6M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
588+ 360.74% |
$19.9K - $21.2K
|
751
$24.7K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
588+ 15.85% |
$19.9K - $21.2K
|
4.3K
$142K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
567+ 73.07% |
$19.2K - $20.4K
|
1.34K
$44.3K
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
545+ 6.96% |
$18.5K - $19.6K
|
8.38K
$276K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
539New |
$18.3K - $19.4K
|
539
$17.8K
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
500+ 1.2% |
$17K - $18K
|
42.1K
$1.39M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
474New |
$16.1K - $17.1K
|
474
$15.6K
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
415+ 4.94% |
$14.1K - $15K
|
8.82K
$291K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
383New |
$13K - $13.8K
|
383
$12.6K
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
278+ 1.62% |
$9.43K - $10K
|
17.5K
$576K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
219+ 0.69% |
$7.43K - $7.89K
|
31.8K
$1.05M
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
187New |
$6.34K - $6.74K
|
187
$6.16K
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
164New |
$5.56K - $5.91K
|
164
$5.4K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
144New |
$4.88K - $5.19K
|
144
$4.74K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
139New |
$4.71K - $5.01K
|
139
$4.58K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
117+ 8.25% |
$3.97K - $4.22K
|
1.54K
$50.6K
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
112New |
$3.8K - $4.04K
|
112
$3.69K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
106+ 757.14% |
$3.59K - $3.82K
|
120
$3.95K
|