Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.73M+ 36.54% |
$190M - $197M
|
25.1M
$706M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.64M+ 121.9% |
$131M - $136M
|
8.44M
$237M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.35M+ 65.08% |
$94.9M - $98.1M
|
8.51M
$239M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.95MNew |
$83.3M - $86.2M
|
2.95M
$82.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.85M+ 98.18% |
$80.7M - $83.5M
|
5.76M
$162M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.25M+ 74.84% |
$35.5M - $36.7M
|
2.93M
$82.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.19M+ 5.14% |
$33.6M - $34.8M
|
24.3M
$682M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.06M+ 233.72% |
$29.9M - $30.9M
|
1.51M
$42.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
985KNew |
$27.9M - $28.8M
|
985K
$27.7M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
740K+ 1218.21% |
$20.9M - $21.6M
|
800K
$22.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
555KNew |
$15.7M - $16.2M
|
555K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
553K+ 66.36% |
$15.7M - $16.2M
|
1.39M
$39M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
513K+ 32877.49% |
$14.5M - $15M
|
514K
$14.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
499KNew |
$14.1M - $14.6M
|
499K
$14M
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
BUY
|
- |
492K+ 1379.13% |
$13.9M - $14.4M
|
528K
$14.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
444KNew |
$12.6M - $13M
|
444K
$12.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
426K+ 460.44% |
$12M - $12.5M
|
519K
$14.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
417K+ 137.23% |
$11.8M - $12.2M
|
721K
$20.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
291K+ 7.98% |
$8.23M - $8.52M
|
3.94M
$111M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
286K+ 3440.92% |
$8.08M - $8.36M
|
294K
$8.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
272K+ 527.73% |
$7.69M - $7.95M
|
323K
$9.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
257K+ 89.44% |
$7.27M - $7.53M
|
545K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
254K+ 487.71% |
$7.18M - $7.43M
|
306K
$8.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
249KNew |
$7.04M - $7.28M
|
249K
$6.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
240KNew |
$6.79M - $7.02M
|
240K
$6.74M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
220K+ 32659.85% |
$6.23M - $6.45M
|
221K
$6.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
188K+ 86.24% |
$5.32M - $5.5M
|
406K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
180K+ 26.26% |
$5.08M - $5.25M
|
863K
$24.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
174KNew |
$4.91M - $5.08M
|
174K
$4.88M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
173K+ 106.59% |
$4.9M - $5.07M
|
336K
$9.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
148K+ 148.08% |
$4.2M - $4.34M
|
249K
$6.98M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
131KNew |
$3.7M - $3.83M
|
131K
$3.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
114K+ 10.8% |
$3.23M - $3.34M
|
1.17M
$32.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
105K+ 34.93% |
$2.96M - $3.06M
|
404K
$11.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
94.2K+ 14.57% |
$2.66M - $2.76M
|
741K
$20.8M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
86.4K+ 30.46% |
$2.44M - $2.53M
|
370K
$10.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
86K+ 28.28% |
$2.43M - $2.52M
|
390K
$11M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
80.2K+ 432.24% |
$2.27M - $2.35M
|
98.8K
$2.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
70.2KNew |
$1.99M - $2.06M
|
70.2K
$1.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
59.6K+ 214.79% |
$1.69M - $1.74M
|
87.4K
$2.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
55.2K+ 517.53% |
$1.56M - $1.62M
|
65.9K
$1.85M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
52.6K+ 43.21% |
$1.49M - $1.54M
|
174K
$4.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46.1K+ 49.15% |
$1.3M - $1.35M
|
140K
$3.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
38.3K+ 65.62% |
$1.08M - $1.12M
|
96.7K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
34.7K+ 77.33% |
$981K - $1.02M
|
79.6K
$2.23M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
34.6KNew |
$977K - $1.01M
|
34.6K
$970K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
32.7K+ 23.68% |
$924K - $956K
|
171K
$4.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
30.9K+ 6.21% |
$873K - $903K
|
527K
$14.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
28.9K+ 6.53% |
$817K - $845K
|
471K
$13.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.9K+ 7.0% |
$788K - $815K
|
426K
$12M
|