Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
31.8K+ 3.97% |
$876K - $897K
|
834K
$23.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
31.1K+ 13.46% |
$856K - $876K
|
262K
$7.41M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.5K+ 4.7% |
$811K - $830K
|
656K
$18.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
29.1K+ 278.99% |
$801K - $821K
|
39.6K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
28.4K+ 4.93% |
$780K - $798K
|
604K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27.5KNew |
$756K - $774K
|
27.5K
$776K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
27.5K+ 2.33% |
$755K - $773K
|
1.21M
$34.1M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27K+ 3.98% |
$743K - $761K
|
706K
$19.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25.5K+ 16.29% |
$701K - $718K
|
182K
$5.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
22.9K+ 209.27% |
$628K - $643K
|
33.8K
$954K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22.5K+ 96.38% |
$620K - $634K
|
45.9K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
18.9KNew |
$521K - $534K
|
18.9K
$535K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18.9K+ 214.88% |
$521K - $534K
|
27.8K
$784K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
18.3K+ 146.0% |
$502K - $514K
|
30.8K
$868K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
17.4K+ 8.64% |
$478K - $490K
|
219K
$6.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.2K+ 5.57% |
$472K - $484K
|
326K
$9.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.5KNew |
$454K - $465K
|
16.5K
$466K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
16.2KNew |
$446K - $457K
|
16.2K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.1KNew |
$444K - $454K
|
16.1K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.7KNew |
$433K - $443K
|
15.7K
$445K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
15.6K+ 7.77% |
$430K - $440K
|
217K
$6.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 6.76% |
$424K - $434K
|
244K
$6.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.3K+ 50.57% |
$367K - $376K
|
39.7K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$342K - $350K
|
12.4K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 0.29% |
$326K - $333K
|
4.11M
$116M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.9KNew |
$300K - $307K
|
10.9K
$308K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10.3K+ 36.01% |
$283K - $290K
|
38.9K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.3K+ 3.21% |
$283K - $290K
|
330K
$9.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.9KNew |
$272K - $279K
|
9.9K
$279K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9.18KNew |
$252K - $259K
|
9.18K
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.73KNew |
$240K - $246K
|
8.73K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.77K+ 54.39% |
$214K - $219K
|
22K
$623K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.63K+ 9.61% |
$210K - $215K
|
87K
$2.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.29K+ 21.85% |
$200K - $205K
|
40.6K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
7.26K+ 3.36% |
$200K - $204K
|
223K
$6.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
7.18K+ 11.72% |
$197K - $202K
|
68.4K
$1.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.14K+ 6.13% |
$196K - $201K
|
124K
$3.49M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.95K+ 13.5% |
$191K - $196K
|
58.4K
$1.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.03K+ 77.58% |
$166K - $170K
|
13.8K
$390K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
5.91K+ 7.7% |
$163K - $166K
|
82.7K
$2.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
5.85K+ 2.66% |
$161K - $165K
|
225K
$6.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.64K+ 32.21% |
$155K - $159K
|
23.1K
$653K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.91K+ 0.96% |
$135K - $138K
|
516K
$14.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.73K+ 1.54% |
$130K - $133K
|
312K
$8.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
4.66K+ 1.01% |
$128K - $131K
|
468K
$13.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.6K+ 13.61% |
$127K - $130K
|
38.4K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.52K+ 6.15% |
$124K - $127K
|
78K
$2.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.25K+ 2.25% |
$117K - $120K
|
194K
$5.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.23KNew |
$116K - $119K
|
4.23K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.21K+ 5.2% |
$116K - $119K
|
85.2K
$2.41M
|