Purchases and Sales Made in Q3 2023 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.67K+ 509.8% |
$304K - $312K
|
11.6K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.59K+ 6.65% |
$301K - $309K
|
154K
$5.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.55K+ 32.75% |
$300K - $308K
|
38.7K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.28K+ 9.32% |
$291K - $299K
|
109K
$3.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9.22KNew |
$289K - $297K
|
9.22K
$305K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.15K+ 5.56% |
$287K - $295K
|
174K
$5.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.98K+ 2.92% |
$282K - $290K
|
316K
$10.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.72KNew |
$274K - $281K
|
8.72K
$288K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.53K+ 12.93% |
$268K - $275K
|
74.5K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.19K+ 1201.32% |
$257K - $264K
|
8.88K
$293K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.14K+ 7.65% |
$255K - $262K
|
115K
$3.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.09KNew |
$254K - $261K
|
8.09K
$267K
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
8.07KNew |
$253K - $260K
|
8.07K
$267K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8K+ 3.49% |
$251K - $258K
|
237K
$7.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
7.98K+ 5.73% |
$250K - $257K
|
147K
$4.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
7.72K+ 5.8% |
$242K - $249K
|
141K
$4.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
7.57K+ 1.35% |
$238K - $244K
|
569K
$18.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.49K+ 13.2% |
$235K - $242K
|
64.2K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.47K+ 3.65% |
$235K - $241K
|
212K
$7.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.43K+ 12.16% |
$233K - $240K
|
68.5K
$2.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.24K+ 16.5% |
$227K - $233K
|
51.1K
$1.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.21KNew |
$226K - $233K
|
7.21K
$238K
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
7.09K+ 7.76% |
$223K - $229K
|
98.4K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.04K+ 73.47% |
$221K - $227K
|
16.6K
$550K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.04K+ 63.67% |
$221K - $227K
|
18.1K
$598K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.91K+ 25.5% |
$217K - $223K
|
34K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.62K+ 9.57% |
$208K - $214K
|
75.8K
$2.51M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.44K+ 1812.96% |
$202K - $208K
|
6.79K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
6.26K+ 18.72% |
$196K - $202K
|
39.7K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
6.01K+ 27.65% |
$189K - $194K
|
27.7K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.65K+ 14.83% |
$178K - $182K
|
43.8K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.46K+ 39.49% |
$171K - $176K
|
19.3K
$637K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.28K+ 19.7% |
$166K - $170K
|
32.1K
$1.06M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
5.24K+ 82.93% |
$165K - $169K
|
11.6K
$382K
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
5.17K+ 3.96% |
$162K - $167K
|
136K
$4.48M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.04KNew |
$158K - $163K
|
5.04K
$167K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.71K+ 5.06% |
$148K - $152K
|
97.8K
$3.23M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.62K+ 66.13% |
$145K - $149K
|
11.6K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.58KNew |
$144K - $148K
|
4.58K
$151K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.57K+ 34.42% |
$143K - $147K
|
17.8K
$589K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.25K+ 10.13% |
$133K - $137K
|
46.2K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.14K+ 2.26% |
$130K - $133K
|
187K
$6.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.07K+ 13.82% |
$128K - $131K
|
33.5K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.04K+ 0.36% |
$127K - $130K
|
1.13M
$37.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.57K+ 19.19% |
$112K - $115K
|
22.2K
$733K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.56K+ 9.04% |
$112K - $115K
|
43K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
3.35K+ 0.97% |
$105K - $108K
|
347K
$11.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.3K+ 9.54% |
$104K - $106K
|
37.9K
$1.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.13K+ 3.26% |
$98.3K - $101K
|
99.1K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.83K+ 4.03% |
$89K - $91.4K
|
73.1K
$2.42M
|