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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.57K+ 7.97% |
$70.5K - $73.2K
|
34.8K
$976K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.42KNew |
$66.3K - $68.8K
|
2.42K
$67.7K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.15K+ 3.46% |
$59.1K - $61.3K
|
64.3K
$1.8M
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.86K+ 0.68% |
$51.1K - $53.1K
|
277K
$7.75M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.76K+ 141.53% |
$48.2K - $50K
|
3K
$83.9K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.71KNew |
$46.9K - $48.7K
|
1.71K
$47.9K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.31K+ 17.44% |
$35.9K - $37.3K
|
8.81K
$247K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.21K+ 13.6% |
$33.1K - $34.3K
|
10.1K
$282K
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.15K+ 10.22% |
$31.6K - $32.8K
|
12.4K
$348K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.09KNew |
$29.9K - $31.1K
|
1.09K
$30.6K
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.04K+ 8.25% |
$28.5K - $29.6K
|
13.6K
$382K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
982New |
$26.9K - $28K
|
982
$27.5K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
975New |
$26.8K - $27.8K
|
975
$27.3K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
952+ 1.67% |
$26.1K - $27.1K
|
58K
$1.62M
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
893+ 1175.0% |
$24.5K - $25.4K
|
969
$27.2K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
823+ 1.69% |
$22.6K - $23.4K
|
49.5K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
775New |
$21.3K - $22.1K
|
775
$21.7K
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
671+ 2.14% |
$18.4K - $19.1K
|
32K
$897K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
537New |
$14.7K - $15.3K
|
537
$15K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
510+ 5.57% |
$14K - $14.5K
|
9.67K
$271K
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
386+ 443.68% |
$10.6K - $11K
|
473
$13.3K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
344New |
$9.44K - $9.8K
|
344
$9.64K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
292New |
$8.01K - $8.32K
|
292
$8.18K
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
277+ 0.8% |
$7.6K - $7.89K
|
34.8K
$976K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
178+ 101.14% |
$4.88K - $5.07K
|
354
$9.92K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
128+ 0.5% |
$3.51K - $3.65K
|
25.8K
$723K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
121+ 0.42% |
$3.32K - $3.45K
|
29K
$813K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
101New |
$2.77K - $2.88K
|
101
$2.83K
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
63+ 0.67% |
$1.73K - $1.79K
|
9.41K
$264K
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
53+ 0.54% |
$1.45K - $1.51K
|
9.96K
$279K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
52+ 10.22% |
$1.43K - $1.48K
|
561
$15.7K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
29New |
$796 - $826
|
29
$813
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26New |
$713 - $740
|
26
$729
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
26+ 0.18% |
$713 - $740
|
14.4K
$403K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17New |
$466 - $484
|
17
$476
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.71% |
$82.3 - $85.4
|
425
$11.9K
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2+ 0.36% |
$54.9 - $57
|
557
$15.6K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.92% |
$27.4 - $28.5
|
110
$3.08K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 0.06% |
$27.4 - $28.5
|
1.64K
$46K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-10- 14.49% |
$274 - $285
|
59
$1.65K
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-42- 9.72% |
$1.15K - $1.2K
|
390
$10.9K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-89- 0.82% |
$2.44K - $2.53K
|
10.7K
$300K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-94- 27.01% |
$2.58K - $2.68K
|
254
$7.12K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-110- 4.08% |
$3.02K - $3.13K
|
2.59K
$72.5K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-120- 26.79% |
$3.29K - $3.42K
|
328
$9.19K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-135- 6.16% |
$3.7K - $3.84K
|
2.06K
$57.6K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-143- 12.6% |
$3.92K - $4.07K
|
992
$27.8K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-145- 12.32% |
$3.98K - $4.13K
|
1.03K
$28.9K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-158- 15.75% |
$4.34K - $4.5K
|
845
$23.7K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-240- 0.04% |
$6.59K - $6.84K
|
600K
$16.8M
|