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 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
47K+ 11.94% |
$1.51M - $1.54M
|
441K
$14.5M
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
46.3K+ 7.86% |
$1.48M - $1.51M
|
636K
$20.9M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
46.1K+ 6.73% |
$1.47M - $1.51M
|
730K
$24M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.5K+ 11.74% |
$1.46M - $1.49M
|
433K
$14.2M
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
45.3KNew |
$1.45M - $1.48M
|
45.3K
$1.49M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45.2K+ 22.81% |
$1.45M - $1.48M
|
243K
$7.99M
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
45.2K+ 22.44% |
$1.45M - $1.48M
|
246K
$8.09M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
45.1KNew |
$1.45M - $1.47M
|
45.1K
$1.48M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
44.7K+ 206.41% |
$1.43M - $1.46M
|
66.3K
$2.18M
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
43.7K+ 67.68% |
$1.4M - $1.43M
|
108K
$3.56M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
41.8KNew |
$1.34M - $1.37M
|
41.8K
$1.37M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
41.6K+ 8.17% |
$1.33M - $1.36M
|
551K
$18.1M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37.7KNew |
$1.21M - $1.23M
|
37.7K
$1.24M
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
37K+ 47.24% |
$1.18M - $1.21M
|
115K
$3.79M
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
36.6K+ 2.89% |
$1.17M - $1.2M
|
1.3M
$42.9M
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
36.5K+ 3.39% |
$1.17M - $1.19M
|
1.11M
$36.6M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
35KNew |
$1.12M - $1.14M
|
35K
$1.15M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
30.5K+ 33.52% |
$978K - $998K
|
122K
$4M
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
29.6K+ 12.04% |
$949K - $968K
|
276K
$9.06M
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
28.2K+ 5.02% |
$904K - $923K
|
591K
$19.4M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.4K+ 22.92% |
$877K - $896K
|
147K
$4.83M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27.1K+ 8.1% |
$868K - $886K
|
362K
$11.9M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27K+ 19688.32% |
$864K - $881K
|
27.1K
$891K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.5K+ 14.27% |
$847K - $864K
|
212K
$6.96M
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
25.8K+ 4.22% |
$825K - $842K
|
636K
$20.9M
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
25.4K+ 3.73% |
$814K - $831K
|
706K
$23.2M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.7KNew |
$791K - $807K
|
24.7K
$812K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
24.4K+ 2.38% |
$780K - $796K
|
1.05M
$34.5M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.7KNew |
$727K - $742K
|
22.7K
$746K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
22.6K+ 39.1% |
$725K - $740K
|
80.5K
$2.65M
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
22.5K+ 38.92% |
$721K - $736K
|
80.3K
$2.64M
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
22.4K+ 1.13% |
$718K - $732K
|
2.01M
$65.9M
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
22.3K+ 15.99% |
$714K - $728K
|
162K
$5.31M
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
21.2K+ 12.41% |
$680K - $694K
|
192K
$6.32M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
21.2K+ 52.57% |
$678K - $692K
|
61.4K
$2.02M
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
20.7KNew |
$664K - $678K
|
20.7K
$682K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.1K+ 21.96% |
$643K - $656K
|
112K
$3.66M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20KNew |
$640K - $654K
|
20K
$657K
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
20K+ 7.79% |
$640K - $653K
|
276K
$9.08M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.7K+ 11.16% |
$629K - $642K
|
196K
$6.43M
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
19.5K+ 2.09% |
$624K - $637K
|
954K
$31.3M
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
18.8KNew |
$601K - $614K
|
18.8K
$617K
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
18.4K+ 10.29% |
$588K - $600K
|
197K
$6.47M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
17K+ 9.74% |
$543K - $555K
|
191K
$6.28M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.3K+ 24.24% |
$521K - $532K
|
83.4K
$2.74M
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
16.2KNew |
$518K - $528K
|
16.2K
$531K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.2K+ 24.73% |
$517K - $528K
|
81.5K
$2.68M
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
15.6K+ 3.26% |
$498K - $508K
|
492K
$16.2M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14.9K+ 2.17% |
$478K - $488K
|
704K
$23.1M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
14.7KNew |
$470K - $480K
|
14.7K
$483K
|