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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.4K+ 39.04% |
$747K - $773K
|
94.1K
$2.65M
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
26.2K+ 3.37% |
$742K - $768K
|
804K
$22.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
23.6KNew |
$668K - $692K
|
23.6K
$666K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.6K+ 10.15% |
$638K - $660K
|
245K
$6.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21.5K+ 5.24% |
$608K - $629K
|
432K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21.3K+ 455.61% |
$603K - $624K
|
26K
$732K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
20.3K+ 92.76% |
$575K - $595K
|
42.3K
$1.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.1K+ 10.65% |
$539K - $558K
|
198K
$5.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18.4K+ 12.5% |
$520K - $538K
|
165K
$4.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.1KNew |
$513K - $531K
|
18.1K
$511K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
17.6K+ 31.85% |
$498K - $515K
|
72.9K
$2.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17.6KNew |
$498K - $515K
|
17.6K
$496K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
17.2KNew |
$488K - $505K
|
17.2K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
17.1K+ 5.32% |
$484K - $501K
|
339K
$9.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16.7K+ 76.76% |
$473K - $490K
|
38.5K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.5K+ 29.72% |
$467K - $483K
|
72.1K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.4K+ 18.35% |
$465K - $481K
|
106K
$2.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
16.3K+ 6.52% |
$462K - $478K
|
267K
$7.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.4KNew |
$435K - $450K
|
15.4K
$433K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14.7K+ 7.45% |
$415K - $429K
|
212K
$5.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.9K+ 0.64% |
$392K - $406K
|
2.19M
$61.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.4K+ 87.05% |
$379K - $392K
|
28.8K
$812K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.9KNew |
$364K - $377K
|
12.9K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.8KNew |
$363K - $376K
|
12.8K
$362K
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
12.1K+ 2.49% |
$342K - $353K
|
497K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.6K+ 51.7% |
$329K - $340K
|
34.1K
$961K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.6KNew |
$327K - $339K
|
11.6K
$326K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.3KNew |
$319K - $330K
|
11.3K
$318K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
10.9K+ 4.48% |
$309K - $320K
|
255K
$7.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
10.6K+ 2.22% |
$300K - $311K
|
489K
$13.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.4K+ 20.81% |
$294K - $304K
|
60.4K
$1.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
10.3KNew |
$292K - $302K
|
10.3K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
9.9K+ 288.52% |
$280K - $290K
|
13.3K
$376K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.82KNew |
$278K - $287K
|
9.82K
$277K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.46KNew |
$267K - $277K
|
9.46K
$266K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.33K+ 5588.62% |
$264K - $273K
|
9.5K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.91KNew |
$252K - $261K
|
8.91K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.34K+ 4.45% |
$236K - $244K
|
196K
$5.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.52K+ 26.91% |
$213K - $220K
|
35.5K
$999K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.5KNew |
$212K - $220K
|
7.5K
$211K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.09KNew |
$200K - $207K
|
7.09K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.69K+ 32.44% |
$189K - $196K
|
27.3K
$770K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
6.64K+ 6.22% |
$188K - $194K
|
113K
$3.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.46K+ 140.36% |
$183K - $189K
|
11.1K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.97K+ 10.69% |
$169K - $175K
|
61.9K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.52K+ 15.53% |
$156K - $162K
|
41.1K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.92K+ 18.02% |
$139K - $144K
|
32.2K
$909K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.52K+ 18.55% |
$128K - $132K
|
28.9K
$814K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.42KNew |
$125K - $129K
|
4.42K
$125K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.73K+ 4.27% |
$105K - $109K
|
91.1K
$2.57M
|