Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.8K+ 17.74% |
$653K - $678K
|
158K
$4.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
23.8K+ 1.5% |
$653K - $677K
|
1.61M
$45M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
23.4K+ 25.08% |
$643K - $667K
|
117K
$3.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23KNew |
$631K - $655K
|
23K
$645K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21.4K+ 15.31% |
$588K - $610K
|
161K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.4KNew |
$588K - $610K
|
21.4K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20.8K+ 12.6% |
$572K - $594K
|
186K
$5.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
20.3KNew |
$557K - $578K
|
20.3K
$568K
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
19.3K+ 2.61% |
$530K - $550K
|
760K
$21.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
18.5KNew |
$508K - $527K
|
18.5K
$519K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
17.7K+ 6.92% |
$485K - $503K
|
273K
$7.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
17.4K+ 5.14% |
$478K - $496K
|
356K
$9.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16KNew |
$440K - $457K
|
16K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15.7K+ 40.85% |
$432K - $448K
|
54.3K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.7K+ 11.81% |
$403K - $418K
|
139K
$3.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14.7K+ 6.93% |
$402K - $418K
|
226K
$6.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
14.3KNew |
$393K - $407K
|
14.3K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.8K+ 2.68% |
$378K - $393K
|
528K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
13.6K+ 2.47% |
$374K - $388K
|
564K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13KNew |
$358K - $371K
|
13K
$365K
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
12.9K+ 7.46% |
$355K - $369K
|
187K
$5.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
12.9K+ 31.24% |
$355K - $368K
|
54.3K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.8K+ 25.17% |
$351K - $364K
|
63.6K
$1.78M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
12.7K+ 44.23% |
$347K - $360K
|
41.3K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
11.1K+ 2.01% |
$306K - $317K
|
566K
$15.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
11.1K+ 4.61% |
$304K - $315K
|
251K
$7.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
11KNew |
$302K - $313K
|
11K
$308K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10.4K+ 24.63% |
$286K - $296K
|
52.7K
$1.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.58KNew |
$235K - $244K
|
8.58K
$240K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.13K+ 114.71% |
$223K - $232K
|
15.2K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.66K+ 22.45% |
$210K - $218K
|
41.8K
$1.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.27K+ 40.05% |
$199K - $207K
|
25.4K
$712K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
6.89K+ 6.08% |
$189K - $196K
|
120K
$3.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.87K+ 1.99% |
$188K - $196K
|
352K
$9.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.8K+ 2919.74% |
$187K - $194K
|
7.04K
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.78K+ 24.82% |
$186K - $193K
|
34.1K
$955K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.58K+ 10.89% |
$180K - $187K
|
67K
$1.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.53K+ 69.11% |
$179K - $186K
|
16K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.02K+ 40.25% |
$165K - $171K
|
21K
$588K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6K+ 6.07% |
$165K - $171K
|
105K
$2.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.5KNew |
$123K - $128K
|
4.5K
$126K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.42KNew |
$121K - $126K
|
4.42K
$124K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.2K+ 2.33% |
$115K - $120K
|
184K
$5.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.94K+ 2.16% |
$108K - $112K
|
186K
$5.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.47K+ 3.81% |
$95.2K - $98.8K
|
94.6K
$2.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.4K+ 3.23% |
$93.4K - $96.9K
|
109K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 15.2% |
$88.8K - $92.2K
|
24.5K
$687K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.88K+ 147.02% |
$79.1K - $82.1K
|
4.84K
$136K
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.83K+ 8.85% |
$77.7K - $80.6K
|
34.8K
$975K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.81K+ 25.41% |
$77.1K - $80.1K
|
13.9K
$389K
|