Purchases and Sales Made in Q4 2023 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-16.5K- 27.94% |
$510K - $543K
|
42.6K
$1.41M
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-16.6K- 9.64% |
$514K - $547K
|
156K
$5.15M
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-16.7K- 53.98% |
$517K - $550K
|
14.3K
$471K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.6K- 28.22% |
$543K - $578K
|
44.7K
$1.48M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18.7K- 20.13% |
$576K - $613K
|
74K
$2.44M
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-19.1K- 15.19% |
$590K - $628K
|
107K
$3.52M
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-19.1K- 15.19% |
$590K - $628K
|
107K
$3.52M
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-20K- 10.11% |
$618K - $658K
|
178K
$5.88M
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-20.1K- 37.79% |
$622K - $662K
|
33.1K
$1.1M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21.2K- 9.97% |
$654K - $696K
|
191K
$6.32M
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-21.7K- 16.12% |
$671K - $714K
|
113K
$3.73M
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
SELL
|
- |
-22.2K- 16.39% |
$687K - $731K
|
113K
$3.75M
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-22.6K- 34.7% |
$699K - $743K
|
42.5K
$1.41M
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24.5K- 35.8% |
$758K - $806K
|
44K
$1.45M
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-25.3K- 6.05% |
$783K - $833K
|
394K
$13M
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-27K- 10.81% |
$835K - $889K
|
223K
$7.37M
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-27.1K- 4.77% |
$839K - $893K
|
542K
$17.9M
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.2K- 72.13% |
$902K - $960K
|
11.3K
$373K
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-30.8K- 4.34% |
$953K - $1.01M
|
680K
$22.5M
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-32.5K- 34.25% |
$1M - $1.07M
|
62.4K
$2.06M
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-32.6K- 34.12% |
$1.01M - $1.07M
|
63K
$2.08M
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-34.5K- 6.31% |
$1.06M - $1.13M
|
511K
$16.9M
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-38.1K- 5.61% |
$1.18M - $1.25M
|
641K
$21.2M
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-38.5K- 80.7% |
$1.19M - $1.27M
|
9.22K
$305K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-39.2K- 9.01% |
$1.21M - $1.29M
|
396K
$13.1M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-41K- 52.18% |
$1.27M - $1.35M
|
37.6K
$1.24M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-41.4K- 39.11% |
$1.28M - $1.36M
|
64.4K
$2.13M
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-41.5K- 4.45% |
$1.28M - $1.36M
|
890K
$29.4M
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-43.1K- 3.89% |
$1.33M - $1.42M
|
1.06M
$35.1M
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-45.5K- 9.0% |
$1.41M - $1.5M
|
460K
$15.2M
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-47.3K- 52.17% |
$1.46M - $1.56M
|
43.4K
$1.43M
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-52.7K- 7.22% |
$1.63M - $1.73M
|
677K
$22.4M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-58.1K- 28.97% |
$1.8M - $1.91M
|
142K
$4.71M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-60.6K- 22.84% |
$1.87M - $1.99M
|
205K
$6.77M
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-60.8K- 69.05% |
$1.88M - $2M
|
27.3K
$901K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-67.3K- 12.51% |
$2.08M - $2.21M
|
471K
$15.6M
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-68.8K- 75.23% |
$2.13M - $2.26M
|
22.6K
$748K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-72.3K- 79.93% |
$2.24M - $2.38M
|
18.2K
$600K
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-73K- 60.42% |
$2.26M - $2.4M
|
47.8K
$1.58M
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-73.7K- 74.39% |
$2.28M - $2.42M
|
25.4K
$839K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-73.8K- 7.13% |
$2.28M - $2.43M
|
962K
$31.8M
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-74.7K- 45.2% |
$2.31M - $2.46M
|
90.5K
$2.99M
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-75.1K- 3.37% |
$2.32M - $2.47M
|
2.15M
$71.2M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-78.7K- 37.1% |
$2.43M - $2.59M
|
133K
$4.41M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-78.8K- 46.97% |
$2.44M - $2.59M
|
89K
$2.94M
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-84.9K- 66.57% |
$2.62M - $2.79M
|
42.7K
$1.41M
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-99.5K- 61.48% |
$3.07M - $3.27M
|
62.3K
$2.06M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-139K- 13.54% |
$4.31M - $4.58M
|
890K
$29.4M
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-145K- 89.59% |
$4.47M - $4.76M
|
16.8K
$556K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-158K- 41.72% |
$4.87M - $5.18M
|
220K
$7.27M
|