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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.53K- 3.05% |
$69.4K - $71.1K
|
80.2K
$2.27M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.66K- 8.09% |
$73.1K - $74.8K
|
30.2K
$852K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.72K- 5.16% |
$74.9K - $76.7K
|
50.1K
$1.41M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.95K- 19.5% |
$81.2K - $83.1K
|
12.2K
$344K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.19K- 1.76% |
$87.6K - $89.7K
|
178K
$5.02M
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-3.39K- 13.13% |
$93.3K - $95.6K
|
22.5K
$634K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.83K- 21.89% |
$105K - $108K
|
13.6K
$385K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.85K- 58.84% |
$106K - $109K
|
2.7K
$76.1K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4K- 78.64% |
$110K - $113K
|
1.09K
$30.7K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.02K- 2.25% |
$111K - $113K
|
175K
$4.94M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.09K- 12.09% |
$112K - $115K
|
29.7K
$839K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.29K- 11.01% |
$118K - $121K
|
34.6K
$978K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.49K- 26.77% |
$123K - $126K
|
12.3K
$347K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.56K- 13.15% |
$125K - $128K
|
30.1K
$850K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.96KClosed |
$136K - $140K
|
0
$0
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4.97K- 6.69% |
$137K - $140K
|
69.2K
$1.96M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.86K- 4.66% |
$161K - $165K
|
120K
$3.38M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-5.97K- 28.58% |
$164K - $168K
|
14.9K
$422K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.61K- 23.72% |
$182K - $186K
|
21.3K
$601K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.74K- 43.38% |
$185K - $190K
|
8.8K
$248K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.8K- 2.97% |
$187K - $191K
|
222K
$6.27M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.03K- 46.82% |
$193K - $198K
|
7.98K
$225K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.56K- 6.4% |
$208K - $213K
|
111K
$3.12M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8.58K- 9.56% |
$236K - $242K
|
81.2K
$2.29M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.97K- 1.95% |
$274K - $281K
|
501K
$14.2M
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-10.8K- 1.25% |
$296K - $303K
|
851K
$24M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.6K- 14.18% |
$320K - $328K
|
70.4K
$1.99M
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-11.9K- 35.8% |
$327K - $335K
|
21.3K
$602K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12.7K- 99.3% |
$349K - $357K
|
90
$2.54K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-13.7K- 22.58% |
$376K - $385K
|
46.8K
$1.32M
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-13.7K- 21.51% |
$377K - $386K
|
50.1K
$1.41M
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-14.7K- 1.03% |
$404K - $414K
|
1.41M
$39.7M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.8K- 3.03% |
$406K - $416K
|
473K
$13.3M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.3K- 6.9% |
$421K - $431K
|
207K
$5.84M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16.6K- 33.48% |
$458K - $469K
|
33.1K
$934K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-16.8K- 54.79% |
$463K - $474K
|
13.9K
$392K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17.1K- 8.74% |
$469K - $480K
|
178K
$5.03M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18.5K- 32.49% |
$508K - $520K
|
38.4K
$1.08M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-19.7K- 6.83% |
$540K - $553K
|
268K
$7.57M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20.5K- 12.31% |
$563K - $576K
|
146K
$4.12M
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-20.6K- 37.61% |
$568K - $581K
|
34.3K
$967K
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-23.4K- 9.13% |
$644K - $660K
|
233K
$6.59M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-24.2K- 47.99% |
$666K - $682K
|
26.3K
$742K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-26.3K- 9.17% |
$723K - $740K
|
260K
$7.35M
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-28.7K- 3.12% |
$788K - $807K
|
891K
$25.2M
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-29K- 9.54% |
$797K - $816K
|
275K
$7.76M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.1K- 72.03% |
$828K - $848K
|
11.7K
$330K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-31.4K- 7.8% |
$863K - $884K
|
371K
$10.5M
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-37.9K- 26.55% |
$1.04M - $1.07M
|
105K
$2.96M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40.9K- 2.68% |
$1.12M - $1.15M
|
1.48M
$41.9M
|