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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-71.4K- 52.86% |
$2.31M - $2.35M
|
63.7K
$2.1M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-71.6K- 37.47% |
$2.32M - $2.36M
|
120K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-82.5K- 1.13% |
$2.67M - $2.72M
|
7.2M
$238M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-90.1K- 10.12% |
$2.92M - $2.96M
|
800K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-102K- 78.61% |
$3.3M - $3.35M
|
27.7K
$916K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-123K- 27.28% |
$3.98M - $4.05M
|
328K
$10.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-125K- 41.22% |
$4.04M - $4.11M
|
178K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-132K- 93.26% |
$4.27M - $4.34M
|
9.53K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-140K- 80.09% |
$4.54M - $4.62M
|
34.9K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-169K- 7.87% |
$5.48M - $5.57M
|
1.98M
$65.6M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-188K- 91.54% |
$6.07M - $6.17M
|
17.3K
$573K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-190K- 0.61% |
$6.15M - $6.25M
|
30.9M
$1.02B
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-194K- 80.4% |
$6.28M - $6.38M
|
47.3K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-275K- 85.91% |
$8.89M - $9.04M
|
45K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-301K- 9.66% |
$9.73M - $9.89M
|
2.81M
$92.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-301K- 9.66% |
$9.73M - $9.89M
|
2.81M
$92.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-303K- 36.94% |
$9.8M - $9.96M
|
516K
$17.1M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-392K- 63.03% |
$12.7M - $12.9M
|
230K
$7.59M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-419K- 3.24% |
$13.6M - $13.8M
|
12.5M
$413M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-453K- 37.16% |
$14.7M - $14.9M
|
766K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-562K- 75.58% |
$18.2M - $18.5M
|
182K
$6M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-729K- 67.07% |
$23.6M - $24M
|
358K
$11.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.26M- 99.14% |
$40.7M - $41.4M
|
10.9K
$360K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.49M- 34.59% |
$48.1M - $48.9M
|
2.81M
$92.9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.66M- 91.75% |
$151M - $153M
|
419K
$13.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.23M- 89.49% |
$202M - $205M
|
731K
$24.2M
|