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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.3K+ 10.24% |
$1.26M - $1.3M
|
487K
$13.7M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
43.8K+ 6.89% |
$1.22M - $1.25M
|
679K
$19M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
42.6K+ 7.05% |
$1.19M - $1.22M
|
647K
$18.1M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
39.4K+ 3.46% |
$1.1M - $1.13M
|
1.18M
$33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.5K+ 7.96% |
$1.02M - $1.04M
|
494K
$13.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
36.1KNew |
$1.01M - $1.04M
|
36.1K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
36.1K+ 29.96% |
$1.01M - $1.03M
|
157K
$4.39M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
34.8K+ 10.51% |
$972K - $996K
|
366K
$10.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
33.8KNew |
$945K - $968K
|
33.8K
$947K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
31.5KNew |
$879K - $901K
|
31.5K
$881K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
30.6K+ 27.45% |
$855K - $877K
|
142K
$3.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30.2K+ 12.45% |
$845K - $866K
|
273K
$7.65M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29.6K+ 33.46% |
$828K - $848K
|
118K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.1K+ 41.51% |
$814K - $834K
|
99.3K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.9K+ 3.32% |
$807K - $827K
|
899K
$25.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
28.2K+ 1.38% |
$787K - $807K
|
2.07M
$58M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
28KNew |
$782K - $801K
|
28K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.6K+ 6.28% |
$743K - $761K
|
450K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.1KNew |
$672K - $689K
|
24.1K
$674K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.9K+ 20.53% |
$668K - $684K
|
140K
$3.93M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
23K+ 4.17% |
$644K - $660K
|
576K
$16.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
22.7K+ 1.41% |
$634K - $650K
|
1.63M
$45.7M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
21.3KNew |
$596K - $611K
|
21.3K
$598K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
19.8KNew |
$552K - $566K
|
19.8K
$554K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
18.7K+ 246.99% |
$522K - $535K
|
26.2K
$735K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
18.6K+ 10.16% |
$519K - $532K
|
201K
$5.64M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
18.6K+ 119.48% |
$518K - $531K
|
34.1K
$955K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
17.5KNew |
$489K - $501K
|
17.5K
$490K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
16.8KNew |
$471K - $482K
|
16.8K
$472K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.3K+ 16.3% |
$456K - $467K
|
116K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
15.9K+ 4.52% |
$444K - $455K
|
367K
$10.3M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
15.4K+ 3.2% |
$431K - $442K
|
497K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.4KNew |
$429K - $440K
|
15.4K
$430K
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
14.6KNew |
$408K - $419K
|
14.6K
$409K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
14.2K+ 48982.76% |
$397K - $407K
|
14.2K
$399K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
14.1K+ 84.37% |
$393K - $403K
|
30.7K
$861K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.8K+ 3.54% |
$385K - $394K
|
402K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 6.29% |
$377K - $387K
|
228K
$6.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.3K+ 38.24% |
$372K - $382K
|
48.2K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.6KNew |
$353K - $362K
|
12.6K
$354K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
12.5KNew |
$349K - $358K
|
12.5K
$350K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
12.4K+ 25.41% |
$346K - $355K
|
61.1K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.3K+ 4.14% |
$343K - $351K
|
308K
$8.64M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12K+ 4.17% |
$335K - $344K
|
300K
$8.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.9K+ 81.83% |
$332K - $340K
|
26.4K
$739K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10.9KNew |
$305K - $313K
|
10.9K
$306K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7KNew |
$300K - $307K
|
10.7K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
10.1K+ 24.91% |
$281K - $288K
|
50.5K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
10.1K+ 3.39% |
$281K - $288K
|
306K
$8.58M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.66K+ 6.43% |
$270K - $277K
|
160K
$4.48M
|