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
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.8K- 7.06% |
$89.7K - $91.6K
|
36.9K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.86K- 0.72% |
$91.6K - $93.5K
|
396K
$13M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.86K- 1.35% |
$91.6K - $93.5K
|
210K
$6.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.23K- 30.74% |
$103K - $105K
|
7.27K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.29K- 16.92% |
$105K - $107K
|
16.1K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.4K- 3.44% |
$109K - $111K
|
95.5K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.4K- 3.44% |
$109K - $111K
|
95.5K
$3.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.53K- 2.12% |
$113K - $115K
|
163K
$5.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-3.7K- 90.24% |
$118K - $121K
|
400
$13.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-3.87K- 18.17% |
$124K - $126K
|
17.4K
$572K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.88K- 4.72% |
$124K - $127K
|
78.3K
$2.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.42K- 41.39% |
$141K - $144K
|
6.26K
$206K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.24K- 0.72% |
$168K - $171K
|
726K
$23.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.88K- 6.93% |
$188K - $192K
|
79K
$2.59M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-5.95K- 0.41% |
$190K - $194K
|
1.43M
$47.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.06K- 8.97% |
$194K - $198K
|
61.5K
$2.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.22K- 99.0% |
$199K - $203K
|
63
$2.07K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.46K- 10.38% |
$207K - $211K
|
55.8K
$1.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7.07K- 20.68% |
$226K - $231K
|
27.1K
$891K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.64K- 6.53% |
$245K - $250K
|
109K
$3.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.8K- 19.02% |
$250K - $255K
|
33.2K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.88K- 28.93% |
$252K - $258K
|
19.4K
$636K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8.07K- 15.85% |
$258K - $264K
|
42.8K
$1.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-8.84K- 1.22% |
$283K - $289K
|
719K
$23.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-9.08K- 21.17% |
$291K - $297K
|
33.8K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-9.35K- 13.2% |
$299K - $305K
|
61.4K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.3K- 12.31% |
$394K - $402K
|
87.6K
$2.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-12.3K- 23.7% |
$395K - $403K
|
39.7K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-13.1K- 62.47% |
$419K - $428K
|
7.87K
$258K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-13.2K- 25.18% |
$423K - $432K
|
39.3K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14K- 6.83% |
$448K - $458K
|
191K
$6.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.4K- 10.51% |
$461K - $471K
|
123K
$4.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-16.5K- 9.76% |
$528K - $539K
|
152K
$5.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.9K- 5.15% |
$541K - $552K
|
311K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.5K- 1.7% |
$560K - $572K
|
1.01M
$33.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-20.4KClosed |
$652K - $666K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-20.6K- 2.88% |
$659K - $672K
|
694K
$22.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-20.8K- 24.41% |
$665K - $678K
|
64.3K
$2.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-20.8K- 2.67% |
$665K - $679K
|
756K
$24.8M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21K- 14.57% |
$672K - $686K
|
123K
$4.04M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-21.4K- 16.41% |
$684K - $698K
|
109K
$3.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-22.8K- 97.03% |
$730K - $745K
|
699
$23K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.5K- 28.1% |
$751K - $767K
|
60K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24.2K- 17.91% |
$774K - $790K
|
111K
$3.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-24.2K- 75.98% |
$775K - $791K
|
7.65K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25.1K- 33.27% |
$805K - $821K
|
50.4K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-26.6K- 48.39% |
$852K - $869K
|
28.4K
$932K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-27.8K- 16.5% |
$891K - $909K
|
141K
$4.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-30.1K- 5.32% |
$963K - $983K
|
536K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-31.8K- 49.92% |
$1.02M - $1.04M
|
31.9K
$1.05M
|