Purchases and Sales Made in Q3 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.72K+ 17.44% |
$178K - $191K
|
38.5K
$1.27M
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.63KNew |
$175K - $188K
|
5.63K
$185K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.25K+ 967.71% |
$163K - $175K
|
5.79K
$191K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.22K+ 12.72% |
$162K - $174K
|
46.3K
$1.52M
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.17K+ 2.08% |
$161K - $172K
|
254K
$8.36M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.09K+ 8.8% |
$158K - $170K
|
62.9K
$2.07M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
4.59K+ 3.43% |
$143K - $153K
|
138K
$4.56M
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.52K+ 4.96% |
$141K - $151K
|
95.7K
$3.15M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.46K+ 26.64% |
$139K - $149K
|
21.2K
$698K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.44K+ 11.02% |
$138K - $148K
|
44.7K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.87K+ 6.29% |
$120K - $129K
|
65.3K
$2.15M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.71KNew |
$115K - $124K
|
3.71K
$122K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
3.55K+ 9100.0% |
$110K - $118K
|
3.59K
$118K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.46K+ 1.81% |
$108K - $116K
|
195K
$6.41M
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.43K+ 27.83% |
$107K - $114K
|
15.7K
$519K
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
3.28K+ 19.88% |
$102K - $109K
|
19.8K
$652K
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
BUY
|
- |
3.19K+ 42.55% |
$99.1K - $106K
|
10.7K
$352K
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
2.82K+ 0.85% |
$87.6K - $93.9K
|
335K
$11M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.18K+ 47.27% |
$67.9K - $72.8K
|
6.8K
$224K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.05K+ 91.14% |
$63.7K - $68.3K
|
4.3K
$142K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.98K+ 40.17% |
$61.7K - $66.1K
|
6.92K
$228K
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.98K+ 0.62% |
$61.5K - $66K
|
324K
$10.7M
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.84K+ 7.06% |
$57.1K - $61.2K
|
27.8K
$917K
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.77K+ 1.14% |
$55.1K - $59.1K
|
157K
$5.17M
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.71K+ 5.93% |
$53K - $56.9K
|
30.5K
$1M
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.7K+ 7.25% |
$52.8K - $56.6K
|
25.1K
$827K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.68K+ 1.99% |
$52.2K - $56K
|
86K
$2.84M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.63K+ 0.11% |
$50.6K - $54.2K
|
1.5M
$49.4M
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.6K+ 255.25% |
$49.9K - $53.5K
|
2.23K
$73.5K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.51K+ 16.88% |
$46.8K - $50.2K
|
10.4K
$343K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.47K+ 1.88% |
$45.8K - $49.2K
|
79.8K
$2.63M
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 1.34% |
$44.8K - $48K
|
109K
$3.59M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.37K+ 431.86% |
$42.6K - $45.7K
|
1.69K
$55.6K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.3K+ 16.56% |
$40.4K - $43.4K
|
9.15K
$301K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.28K+ 4.9% |
$39.8K - $42.6K
|
27.3K
$901K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.21KNew |
$37.5K - $40.2K
|
1.21K
$39.7K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.15KNew |
$35.7K - $38.3K
|
1.15K
$37.8K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
984+ 75.17% |
$30.6K - $32.8K
|
2.29K
$75.6K
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
980+ 15.07% |
$30.5K - $32.7K
|
7.48K
$247K
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
790+ 4.76% |
$24.6K - $26.4K
|
17.4K
$573K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
710+ 5.26% |
$22.1K - $23.7K
|
14.2K
$468K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
709+ 11.48% |
$22.1K - $23.7K
|
6.89K
$227K
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
574+ 5.69% |
$17.9K - $19.2K
|
10.7K
$351K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
556+ 100.18% |
$17.3K - $18.6K
|
1.11K
$36.6K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
540New |
$16.8K - $18K
|
540
$17.8K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
522+ 6.71% |
$16.2K - $17.4K
|
8.3K
$273K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
459+ 13.14% |
$14.3K - $15.3K
|
3.95K
$130K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
441+ 6.4% |
$13.7K - $14.7K
|
7.33K
$242K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
362New |
$11.3K - $12.1K
|
362
$11.9K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
357New |
$11.1K - $11.9K
|
357
$11.8K
|