Purchases and Sales Made in Q1 2024 in Spdr Ser Tr Spdr Portfolio Int (SPTI)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Int (SPTI) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO INT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
20.4M+ 342.05% |
$571M - $586M
|
26.4M
$745M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.16M+ 14.87% |
$116M - $119M
|
32.2M
$907M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
3.47MNew |
$97M - $99.4M
|
3.47M
$97.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.26M+ 4.49% |
$35.1M - $36M
|
29.2M
$824M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.25M+ 177.2% |
$34.9M - $35.8M
|
1.95M
$55.1M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.06M+ 296.72% |
$29.7M - $30.4M
|
1.42M
$40M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
945K+ 22.71% |
$26.4M - $27.1M
|
5.1M
$144M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
920KNew |
$25.7M - $26.3M
|
920K
$25.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
732K+ 92.32% |
$20.4M - $21M
|
1.52M
$43M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
697K+ 248.52% |
$19.5M - $20M
|
977K
$27.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
611K+ 199.13% |
$17.1M - $17.5M
|
917K
$25.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
549K+ 110.99% |
$15.3M - $15.7M
|
1.04M
$29.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
548K+ 15.45% |
$15.3M - $15.7M
|
4.1M
$115M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
429K+ 7.0% |
$12M - $12.3M
|
6.55M
$185M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
332KNew |
$9.27M - $9.5M
|
332K
$9.35M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
302K+ 163.56% |
$8.44M - $8.66M
|
487K
$13.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
295K+ 2544.82% |
$8.25M - $8.46M
|
307K
$8.65M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
294K+ 6.86% |
$8.21M - $8.41M
|
4.58M
$129M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
286K+ 249.36% |
$8M - $8.2M
|
401K
$11.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
256K+ 13.26% |
$7.14M - $7.32M
|
2.18M
$61.5M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
238K+ 476.91% |
$6.65M - $6.81M
|
288K
$8.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
216KNew |
$6.03M - $6.18M
|
216K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
201KNew |
$5.62M - $5.76M
|
201K
$5.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
187K+ 13.96% |
$5.23M - $5.36M
|
1.53M
$43.1M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
168K+ 855.3% |
$4.69M - $4.81M
|
188K
$5.28M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
154K+ 263.34% |
$4.29M - $4.4M
|
212K
$5.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
140K+ 4.16% |
$3.92M - $4.02M
|
3.51M
$99M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
125K+ 32.32% |
$3.49M - $3.58M
|
511K
$14.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
121K+ 41.97% |
$3.39M - $3.48M
|
410K
$11.6M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
119K+ 21.13% |
$3.33M - $3.41M
|
683K
$19.2M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
112K+ 33.23% |
$3.14M - $3.22M
|
450K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
110KNew |
$3.07M - $3.15M
|
110K
$3.1M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
93.8KNew |
$2.62M - $2.69M
|
93.8K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
85.8K+ 7.14% |
$2.4M - $2.46M
|
1.29M
$36.3M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
82.7KNew |
$2.31M - $2.37M
|
82.7K
$2.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
82K+ 11.4% |
$2.29M - $2.35M
|
802K
$22.6M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
81KNew |
$2.26M - $2.32M
|
81K
$2.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
78.4K+ 12.68% |
$2.19M - $2.24M
|
697K
$19.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
78K+ 4.3% |
$2.18M - $2.23M
|
1.89M
$53.3M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
76.3K+ 22.78% |
$2.13M - $2.18M
|
411K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
74.6KNew |
$2.08M - $2.14M
|
74.6K
$2.1M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.7K+ 7.74% |
$2M - $2.05M
|
997K
$28.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
71.2K+ 30.62% |
$1.99M - $2.04M
|
304K
$8.56M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
70.7K+ 8.05% |
$1.97M - $2.02M
|
948K
$26.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
62.6K+ 7.84% |
$1.75M - $1.79M
|
862K
$24.3M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
60.5K+ 35.44% |
$1.69M - $1.73M
|
231K
$6.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
53.8K+ 13.39% |
$1.5M - $1.54M
|
455K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.1K+ 6.15% |
$1.48M - $1.52M
|
917K
$25.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
49.1K+ 2.96% |
$1.37M - $1.41M
|
1.71M
$48.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
47.5K+ 19.87% |
$1.33M - $1.36M
|
286K
$8.07M
|