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 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-453- 4.17% |
$12.8K - $13.3K
|
10.4K
$294K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-493Closed |
$13.9K - $14.4K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-532- 0.81% |
$15K - $15.6K
|
65.3K
$1.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-583- 88.47% |
$16.5K - $17.1K
|
76
$2.14K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-717- 1.63% |
$20.3K - $21K
|
43.2K
$1.22M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-800- 1.88% |
$22.6K - $23.4K
|
41.7K
$1.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-980- 90.74% |
$27.7K - $28.7K
|
100
$2.82K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.28K- 0.71% |
$36.3K - $37.5K
|
180K
$5.07M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.31K- 14.85% |
$37K - $38.3K
|
7.5K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.45K- 42.53% |
$41K - $42.5K
|
1.96K
$55.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.54K- 9.63% |
$43.6K - $45.1K
|
14.4K
$407K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.54K- 4.21% |
$43.6K - $45.1K
|
35.1K
$989K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.57K- 22.34% |
$44.3K - $45.8K
|
5.44K
$153K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.99K- 20.82% |
$56.3K - $58.3K
|
7.58K
$213K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.01K- 0.77% |
$57K - $58.9K
|
261K
$7.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.21K- 6.59% |
$62.6K - $64.7K
|
31.4K
$884K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.25K- 3.17% |
$63.6K - $65.8K
|
68.7K
$1.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.52K- 11.15% |
$71.4K - $73.8K
|
20.1K
$566K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.57K- 8.8% |
$72.6K - $75.1K
|
26.6K
$750K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.59K- 25.18% |
$73.1K - $75.6K
|
7.68K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.75K- 7.07% |
$77.7K - $80.4K
|
36.1K
$1.02M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.81K- 0.2% |
$79.5K - $82.2K
|
1.39M
$39.3M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.02K- 22.87% |
$85.4K - $88.4K
|
10.2K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.02K- 22.87% |
$85.4K - $88.4K
|
10.2K
$287K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.03K- 4.6% |
$85.8K - $88.7K
|
62.9K
$1.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-3.35K- 5.59% |
$94.8K - $98.1K
|
56.6K
$1.59M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.53K- 99.97% |
$99.8K - $103K
|
1
$28.2
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.71KClosed |
$105K - $109K
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.86K- 0.4% |
$109K - $113K
|
971K
$27.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.87K- 2.08% |
$110K - $113K
|
183K
$5.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.93K- 14.55% |
$111K - $115K
|
23.1K
$651K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.94K- 15.07% |
$111K - $115K
|
22.2K
$625K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.05K- 27.12% |
$114K - $118K
|
10.9K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.25K- 0.38% |
$120K - $124K
|
1.11M
$31.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.4K- 90.29% |
$124K - $129K
|
473
$13.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.87K- 2.23% |
$138K - $142K
|
213K
$6.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.05K- 19.17% |
$143K - $148K
|
21.3K
$600K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-6.71K- 5.41% |
$190K - $196K
|
117K
$3.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.38K- 1.32% |
$209K - $216K
|
551K
$15.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.93K- 11.85% |
$224K - $232K
|
59K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-9.58K- 9.31% |
$271K - $280K
|
93.4K
$2.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.8K- 50.01% |
$306K - $316K
|
10.8K
$304K
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-10.9K- 1.5% |
$308K - $318K
|
717K
$20.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-11.9K- 22.81% |
$335K - $347K
|
40.1K
$1.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-13.9K- 8.81% |
$392K - $406K
|
144K
$4.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.9K- 20.35% |
$394K - $408K
|
54.5K
$1.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-16K- 2.06% |
$451K - $467K
|
757K
$21.3M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.9KClosed |
$506K - $524K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19.4K- 98.82% |
$550K - $569K
|
233
$6.57K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-19.8K- 94.39% |
$560K - $579K
|
1.18K
$33.2K
|