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 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.78K+ 1.29% |
$87.4K - $89.8K
|
218K
$7.2M
|
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.74K+ 0.35% |
$85.9K - $88.2K
|
781K
$25.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.54K+ 7.77% |
$79.8K - $82K
|
35.2K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.41K+ 2.84% |
$75.8K - $77.9K
|
87.3K
$2.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.3K+ 1.18% |
$72.1K - $74K
|
197K
$6.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.22K+ 22.01% |
$69.8K - $71.7K
|
12.3K
$407K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.18K+ 0.83% |
$68.6K - $70.4K
|
266K
$8.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
2.18K+ 2.25% |
$68.4K - $70.3K
|
99.1K
$3.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.07K+ 0.77% |
$64.8K - $66.6K
|
270K
$8.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.05K+ 18.34% |
$64.4K - $66.1K
|
13.2K
$437K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.98K+ 5.21% |
$62.1K - $63.8K
|
39.9K
$1.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.96K+ 1.0% |
$61.4K - $63.1K
|
198K
$6.54M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.93K+ 1.18% |
$60.5K - $62.2K
|
165K
$5.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.93K+ 1.18% |
$60.5K - $62.2K
|
165K
$5.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.9K+ 16.24% |
$59.7K - $61.3K
|
13.6K
$449K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.82K+ 23.76% |
$57K - $58.6K
|
9.46K
$313K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 1.57% |
$54.4K - $55.9K
|
112K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 7.28% |
$53.5K - $55K
|
25.1K
$830K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.66K+ 13.09% |
$52.1K - $53.5K
|
14.3K
$474K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.41K+ 15.48% |
$44.4K - $45.6K
|
10.5K
$349K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.4K+ 7.63% |
$44.1K - $45.2K
|
19.8K
$654K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.39K+ 81.82% |
$43.7K - $44.9K
|
3.09K
$102K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.28K+ 4.56% |
$40.1K - $41.2K
|
29.3K
$968K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27KNew |
$39.8K - $40.9K
|
1.27K
$41.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.2K+ 3.87% |
$37.7K - $38.7K
|
32.3K
$1.07M
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.2K+ 0.55% |
$37.7K - $38.7K
|
220K
$7.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.13K+ 86.77% |
$35.4K - $36.4K
|
2.43K
$80.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.1K+ 8.56% |
$34.5K - $35.5K
|
14K
$461K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.02K+ 1.82% |
$32.2K - $33K
|
57.4K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
999New |
$31.4K - $32.2K
|
999
$33K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
946New |
$29.7K - $30.5K
|
946
$31.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
906+ 0.99% |
$28.4K - $29.2K
|
92.6K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
810+ 2.57% |
$25.4K - $26.1K
|
32.3K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
752New |
$23.6K - $24.3K
|
752
$24.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
694+ 0.7% |
$21.8K - $22.4K
|
100K
$3.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
601+ 0.37% |
$18.9K - $19.4K
|
165K
$5.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
600+ 6.93% |
$18.8K - $19.4K
|
9.26K
$306K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
520+ 4.1% |
$16.3K - $16.8K
|
13.2K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
486+ 1.86% |
$15.3K - $15.7K
|
26.7K
$881K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
421New |
$13.2K - $13.6K
|
421
$13.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
373New |
$11.7K - $12K
|
373
$12.3K
|
|
|
Nov 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
365+ 4.29% |
$11.5K - $11.8K
|
8.87K
$293K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
330New |
$10.4K - $10.6K
|
330
$10.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
318+ 0.38% |
$9.99K - $10.3K
|
83.3K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
276New |
$8.67K - $8.9K
|
276
$9.12K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
254+ 1.73% |
$7.98K - $8.19K
|
15K
$494K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
224+ 3.43% |
$7.03K - $7.22K
|
6.76K
$223K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
209+ 0.56% |
$6.56K - $6.74K
|
37.3K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
209+ 1.96% |
$6.56K - $6.74K
|
10.9K
$359K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
192New |
$6.03K - $6.19K
|
192
$6.35K
|