Purchases and Sales Made in Q1 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
6.9K+ 40.98% |
$223K - $227K
|
23.7K
$784K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.87K+ 10.74% |
$222K - $226K
|
70.8K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.73KNew |
$218K - $222K
|
6.73K
$222K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
6.57KNew |
$213K - $216K
|
6.57K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.37K+ 7865.43% |
$206K - $210K
|
6.45K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.28KNew |
$203K - $207K
|
6.28K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.23KNew |
$202K - $205K
|
6.23K
$206K
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
5.68K+ 5.51% |
$184K - $187K
|
109K
$3.59M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
5.65K+ 12.31% |
$183K - $186K
|
51.5K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.6K+ 24.52% |
$181K - $184K
|
28.5K
$941K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
5.45K+ 4.82% |
$176K - $179K
|
118K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
5.02K+ 9.51% |
$163K - $165K
|
57.8K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.89K+ 4.07% |
$158K - $161K
|
125K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.78K+ 6.75% |
$155K - $157K
|
75.6K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.61K+ 11.48% |
$149K - $152K
|
44.7K
$1.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.18K+ 5.62% |
$135K - $137K
|
78.5K
$2.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.09K+ 1.04% |
$133K - $135K
|
399K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.85K+ 3.03% |
$125K - $127K
|
131K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.56K+ 2.67% |
$115K - $117K
|
137K
$4.53M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.46K+ 4.49% |
$112K - $114K
|
80.6K
$2.66M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
3.46K+ 0.74% |
$112K - $114K
|
474K
$15.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
3.35K+ 2.99% |
$109K - $110K
|
115K
$3.82M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.35K+ 9.52% |
$108K - $110K
|
38.5K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.27K+ 2.48% |
$106K - $108K
|
135K
$4.46M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.19K+ 2.14% |
$103K - $105K
|
152K
$5.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.06K+ 2.66% |
$99.1K - $101K
|
118K
$3.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
3.06K+ 2.08% |
$99K - $101K
|
150K
$4.96M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.98K+ 21.92% |
$96.5K - $98.1K
|
16.6K
$548K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.97K+ 8.3% |
$96.3K - $97.8K
|
38.8K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.94K+ 2.24% |
$95.2K - $96.8K
|
134K
$4.43M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.94K+ 1.32% |
$95.1K - $96.6K
|
226K
$7.46M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.9K+ 14.2% |
$93.7K - $95.3K
|
23.3K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.84K+ 2901.02% |
$92.1K - $93.6K
|
2.94K
$97.2K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.82K+ 15.54% |
$91.3K - $92.8K
|
21K
$693K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.77K+ 167.37% |
$89.7K - $91.2K
|
4.43K
$146K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.54K+ 9.73% |
$82.2K - $83.5K
|
28.6K
$946K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.49K+ 4.7% |
$80.6K - $81.9K
|
55.5K
$1.83M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.49K+ 2.77% |
$80.5K - $81.8K
|
92.1K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
2.4K+ 0.68% |
$77.7K - $79K
|
354K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.26K+ 23.71% |
$73.2K - $74.4K
|
11.8K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.24KNew |
$72.5K - $73.7K
|
2.24K
$74K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.18K+ 2.45% |
$70.6K - $71.7K
|
91.1K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.14K+ 4.86% |
$69.2K - $70.4K
|
46.1K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.83K+ 4.96% |
$59.3K - $60.2K
|
38.7K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.8K+ 341.9% |
$58.1K - $59.1K
|
2.32K
$76.7K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.67KNew |
$54.1K - $55K
|
1.67K
$55.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.57K+ 53.7% |
$50.8K - $51.6K
|
4.49K
$148K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.53K+ 4.82% |
$49.5K - $50.4K
|
33.3K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.52K+ 6.74% |
$49.2K - $50K
|
24.1K
$795K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.43K+ 10.47% |
$46.2K - $46.9K
|
15.1K
$497K
|