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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-222- 0.3% |
$7.11K - $7.25K
|
73.2K
$2.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-243- 3.32% |
$7.78K - $7.94K
|
7.07K
$232K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-312- 0.24% |
$9.99K - $10.2K
|
130K
$4.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-331- 2.47% |
$10.6K - $10.8K
|
13.1K
$430K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-331- 1.74% |
$10.6K - $10.8K
|
18.7K
$615K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-335- 2.9% |
$10.7K - $10.9K
|
11.2K
$369K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-339- 15.96% |
$10.9K - $11.1K
|
1.79K
$58.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-407- 10.45% |
$13K - $13.3K
|
3.49K
$115K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-450- 60.16% |
$14.4K - $14.7K
|
298
$9.79K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-484- 3.23% |
$15.5K - $15.8K
|
14.5K
$477K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-485- 2.81% |
$15.5K - $15.8K
|
16.8K
$551K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-523- 0.29% |
$16.7K - $17.1K
|
177K
$5.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-525- 0.46% |
$16.8K - $17.2K
|
113K
$3.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-534Closed |
$17.1K - $17.5K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-577- 3.63% |
$18.5K - $18.9K
|
15.3K
$503K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-602- 2.61% |
$19.3K - $19.7K
|
22.5K
$738K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-632- 1.55% |
$20.2K - $20.7K
|
40.2K
$1.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-667- 4.43% |
$21.4K - $21.8K
|
14.4K
$473K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-684- 7.56% |
$21.9K - $22.4K
|
8.37K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-687- 3.84% |
$22K - $22.5K
|
17.2K
$565K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-719- 4.26% |
$23K - $23.5K
|
16.2K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-744- 1.34% |
$23.8K - $24.3K
|
54.7K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-841- 8.5% |
$26.9K - $27.5K
|
9.06K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-853- 0.44% |
$27.3K - $27.9K
|
192K
$6.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-935- 15.22% |
$29.9K - $30.6K
|
5.21K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-935- 3.68% |
$29.9K - $30.6K
|
24.5K
$804K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-945- 0.33% |
$30.3K - $30.9K
|
283K
$9.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-975- 12.99% |
$31.2K - $31.9K
|
6.53K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1K- 0.34% |
$32.1K - $32.8K
|
297K
$9.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.2K- 1.42% |
$38.4K - $39.2K
|
82.9K
$2.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.44K- 2.23% |
$46.2K - $47.2K
|
63.4K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.47K- 2.22% |
$46.9K - $47.9K
|
64.5K
$2.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 1.19% |
$49.6K - $50.6K
|
129K
$4.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.6K- 97.03% |
$51.3K - $52.4K
|
49
$1.61K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.64K- 3.55% |
$52.4K - $53.4K
|
44.5K
$1.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.67K- 99.94% |
$53.5K - $54.6K
|
1
$32.9
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-1.69K- 1.43% |
$54.2K - $55.3K
|
117K
$3.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.8K- 16.88% |
$57.6K - $58.8K
|
8.87K
$291K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.84K- 24.82% |
$59K - $60.3K
|
5.58K
$183K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.9K- 17.44% |
$60.8K - $62K
|
8.98K
$295K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.93K- 13.94% |
$61.7K - $62.9K
|
11.9K
$391K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.97K- 10.75% |
$63.1K - $64.4K
|
16.4K
$537K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.03K- 3.73% |
$65.1K - $66.4K
|
52.4K
$1.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.06K- 7.19% |
$65.9K - $67.3K
|
26.6K
$872K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.17K- 20.98% |
$69.4K - $70.9K
|
8.17K
$268K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.25K- 0.91% |
$71.9K - $73.4K
|
245K
$8.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-2.39K- 10.08% |
$76.6K - $78.2K
|
21.3K
$701K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.49K- 1.27% |
$79.9K - $81.5K
|
194K
$6.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.74K- 9.87% |
$87.7K - $89.5K
|
25K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.77K- 6.64% |
$88.8K - $90.6K
|
39K
$1.28M
|