Purchases and Sales Made in Q3 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.47K- 6.91% |
$274K - $286K
|
114K
$3.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-8.66K- 13.99% |
$280K - $292K
|
53.2K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.75K- 9.44% |
$283K - $296K
|
84K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 15.56% |
$390K - $407K
|
65.4K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15.1K- 5.29% |
$488K - $509K
|
270K
$8.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20.3K- 9.0% |
$658K - $687K
|
205K
$6.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-21.1K- 18.72% |
$683K - $713K
|
91.7K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ge Investment Management Corp.
Norwalk, CT |
SELL
|
- |
-21.9K- 65.44% |
$710K - $741K
|
11.6K
$383K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23K- 75.02% |
$745K - $778K
|
7.67K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.3K- 41.74% |
$753K - $786K
|
32.5K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-24.9K- 91.81% |
$805K - $841K
|
2.22K
$73.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-26.2K- 19.95% |
$847K - $884K
|
105K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-27K- 40.72% |
$874K - $912K
|
39.3K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-27.4K- 42.62% |
$886K - $925K
|
36.9K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-28.5K- 46.38% |
$923K - $964K
|
33K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.3K- 4.45% |
$1.05M - $1.09M
|
694K
$22.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-32.5K- 77.76% |
$1.05M - $1.1M
|
9.3K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.8K- 34.9% |
$1.13M - $1.18M
|
65K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.9K- 9.82% |
$1.26M - $1.31M
|
357K
$11.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-43.8K- 17.8% |
$1.42M - $1.48M
|
202K
$6.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-48.9K- 3.22% |
$1.58M - $1.65M
|
1.47M
$48.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-53.4K- 11.34% |
$1.73M - $1.8M
|
417K
$13.8M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60K- 44.51% |
$1.94M - $2.03M
|
74.9K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-119K- 15.5% |
$3.84M - $4M
|
646K
$21.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-217K- 3.04% |
$7.03M - $7.34M
|
6.93M
$229M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-251K- 17.49% |
$8.11M - $8.47M
|
1.18M
$39.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-338K- 47.04% |
$10.9M - $11.4M
|
381K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-869K- 14.69% |
$28.1M - $29.4M
|
5.05M
$167M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.39M- 70.17% |
$45M - $47M
|
591K
$19.5M
|