Purchases and Sales Made in Q2 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.5M+ 40.31% |
$399M - $407M
|
43.4M
$1.42B
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.14M+ 10.7% |
$100M - $102M
|
32.5M
$1.07B
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.49M+ 52.88% |
$47.6M - $48.6M
|
4.3M
$141M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.49M+ 52.88% |
$47.6M - $48.6M
|
4.3M
$141M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
688K+ 8.46% |
$22M - $22.5M
|
8.82M
$290M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
470KNew |
$15.1M - $15.4M
|
470K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
399KNew |
$12.8M - $13M
|
399K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
249K+ 62.67% |
$7.96M - $8.12M
|
645K
$21.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
241K+ 9.37% |
$7.73M - $7.89M
|
2.82M
$92.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
236K+ 7.74% |
$7.55M - $7.7M
|
3.28M
$108M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
218K+ 7.02% |
$6.98M - $7.12M
|
3.32M
$109M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
185KNew |
$5.91M - $6.03M
|
185K
$6.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
161K+ 15.8% |
$5.15M - $5.25M
|
1.18M
$38.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
160KNew |
$5.13M - $5.23M
|
160K
$5.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
158K+ 5.67% |
$5.04M - $5.15M
|
2.93M
$96.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
154KNew |
$4.93M - $5.03M
|
154K
$5.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
144K+ 360.76% |
$4.62M - $4.72M
|
184K
$6.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
131KNew |
$4.2M - $4.29M
|
131K
$4.31M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
131K+ 16.84% |
$4.19M - $4.27M
|
908K
$29.8M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
124KNew |
$3.96M - $4.05M
|
124K
$4.07M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
123K+ 1063.52% |
$3.95M - $4.03M
|
135K
$4.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
117KNew |
$3.74M - $3.81M
|
117K
$3.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
110KNew |
$3.52M - $3.59M
|
110K
$3.61M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
106K+ 4.4% |
$3.38M - $3.45M
|
2.51M
$82.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
105K+ 106.88% |
$3.36M - $3.42M
|
203K
$6.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
103K+ 30.25% |
$3.31M - $3.38M
|
445K
$14.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
101KNew |
$3.23M - $3.29M
|
101K
$3.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100KNew |
$3.21M - $3.28M
|
100K
$3.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97.1K+ 69.71% |
$3.11M - $3.17M
|
236K
$7.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96.9K+ 106.11% |
$3.1M - $3.17M
|
188K
$6.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
95.3KNew |
$3.05M - $3.12M
|
95.3K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
95KNew |
$3.04M - $3.1M
|
95K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
94.7K+ 67.91% |
$3.03M - $3.09M
|
234K
$7.69M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
90.7K+ 1.89% |
$2.9M - $2.96M
|
4.89M
$161M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
88.7K+ 27.39% |
$2.84M - $2.9M
|
413K
$13.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
88.4K+ 774.94% |
$2.83M - $2.89M
|
99.8K
$3.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
84.5KNew |
$2.71M - $2.76M
|
84.5K
$2.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
80.6K+ 96.16% |
$2.58M - $2.64M
|
165K
$5.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
77.6K+ 6.43% |
$2.49M - $2.54M
|
1.28M
$42.2M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
73K+ 4.58% |
$2.34M - $2.39M
|
1.67M
$54.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
72.1K+ 45.5% |
$2.31M - $2.36M
|
231K
$7.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
71.2K+ 57.38% |
$2.28M - $2.33M
|
195K
$6.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70.2K+ 56.13% |
$2.25M - $2.29M
|
195K
$6.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
70.1K+ 285.02% |
$2.24M - $2.29M
|
94.7K
$3.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
66.9K+ 30.67% |
$2.14M - $2.19M
|
285K
$9.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
53.5K+ 3.66% |
$1.71M - $1.75M
|
1.52M
$49.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
53.2KNew |
$1.7M - $1.74M
|
53.2K
$1.75M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
51.1K+ 9.89% |
$1.64M - $1.67M
|
567K
$18.6M
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
50.9K+ 20.29% |
$1.63M - $1.66M
|
302K
$9.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
47.5K+ 120.79% |
$1.52M - $1.55M
|
86.9K
$2.85M
|