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 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-689- 2.24% |
$19.3K - $19.7K
|
30K
$841K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-721- 20.11% |
$20.1K - $20.6K
|
2.86K
$80.2K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-751- 2.41% |
$21K - $21.5K
|
30.4K
$853K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-947- 1.63% |
$26.5K - $27.1K
|
57K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.04K- 3.06% |
$29K - $29.7K
|
32.8K
$920K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.08K- 3.09% |
$30.1K - $30.8K
|
33.8K
$947K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.16K- 13.16% |
$32.4K - $33.2K
|
7.65K
$214K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.38K- 71.84% |
$38.4K - $39.4K
|
539
$15.1K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.41K- 10.45% |
$39.4K - $40.4K
|
12.1K
$339K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.56K- 6.8% |
$43.6K - $44.6K
|
21.4K
$599K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.56K- 4.47% |
$43.6K - $44.7K
|
33.3K
$934K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.6K- 6.22% |
$44.8K - $45.9K
|
24.2K
$678K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.81K- 6.07% |
$50.6K - $51.8K
|
28K
$785K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2K- 64.13% |
$55.9K - $57.3K
|
1.12K
$31.4K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2.02K- 6.89% |
$56.5K - $57.9K
|
27.3K
$765K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.29K- 23.39% |
$63.9K - $65.5K
|
7.49K
$210K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.14K- 7.47% |
$87.8K - $90K
|
38.9K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.34K- 21.9% |
$93.3K - $95.7K
|
11.9K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.39K- 67.66% |
$94.6K - $97K
|
1.62K
$45.4K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3.58K- 2.16% |
$99.9K - $102K
|
162K
$4.54M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.61K- 13.04% |
$101K - $103K
|
24K
$673K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.82K- 4.08% |
$107K - $109K
|
89.8K
$2.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.92K- 0.78% |
$110K - $112K
|
499K
$14M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-4.06K- 39.69% |
$113K - $116K
|
6.16K
$173K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.13K- 4.79% |
$115K - $118K
|
82.1K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.18K- 65.15% |
$117K - $120K
|
2.24K
$62.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-4.5K- 3.89% |
$126K - $129K
|
111K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4.74K- 99.87% |
$132K - $136K
|
6
$168
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.95K- 25.59% |
$138K - $142K
|
14.4K
$403K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-5.01K- 5.52% |
$140K - $143K
|
85.7K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.79K- 38.54% |
$162K - $166K
|
9.23K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-6.98K- 42.86% |
$195K - $200K
|
9.31K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.58K- 34.98% |
$212K - $217K
|
14.1K
$395K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.66K- 17.42% |
$214K - $219K
|
36.3K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.83K- 33.49% |
$219K - $224K
|
15.5K
$435K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.45K- 62.43% |
$236K - $242K
|
5.09K
$142K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.8K- 1.38% |
$246K - $252K
|
627K
$17.6M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-9.29K- 45.63% |
$260K - $266K
|
11.1K
$310K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.3K- 10.32% |
$260K - $266K
|
80.9K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.37K- 1.22% |
$262K - $268K
|
760K
$21.3M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10K- 7.4% |
$281K - $288K
|
126K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
SELL
|
- |
-10.2K- 2.22% |
$284K - $291K
|
448K
$12.5M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10.2K- 67.32% |
$286K - $293K
|
4.96K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.4K- 74.29% |
$290K - $297K
|
3.59K
$101K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-12K- 4.48% |
$336K - $345K
|
257K
$7.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-12.2K- 52.0% |
$340K - $348K
|
11.2K
$314K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.2K- 65.11% |
$341K - $350K
|
6.55K
$183K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.2K- 25.85% |
$425K - $436K
|
43.6K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-16K- 40.64% |
$447K - $458K
|
23.4K
$655K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-16.4K- 26.31% |
$459K - $471K
|
46.1K
$1.29M
|