Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-90- 23.68% |
$2.5K - $2.63K
|
290
$8.14K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-93- 91.18% |
$2.59K - $2.72K
|
9
$253
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-322- 3.83% |
$8.95K - $9.42K
|
8.09K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-516- 3.78% |
$14.3K - $15.1K
|
13.1K
$368K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-530- 4.96% |
$14.7K - $15.5K
|
10.2K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-536- 4.37% |
$14.9K - $15.7K
|
11.7K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-576- 25.67% |
$16K - $16.9K
|
1.67K
$46.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-580- 0.4% |
$16.1K - $17K
|
146K
$4.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-723- 0.86% |
$20.1K - $21.2K
|
83.1K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-799- 73.57% |
$22.2K - $23.4K
|
287
$8.05K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-800- 10.03% |
$22.2K - $23.4K
|
7.18K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-814- 6.68% |
$22.6K - $23.8K
|
11.4K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-829- 2.0% |
$23K - $24.3K
|
40.7K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-930- 3.39% |
$25.9K - $27.2K
|
26.5K
$743K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.16K- 3.79% |
$32.1K - $33.8K
|
29.3K
$822K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.19K- 10.07% |
$33K - $34.7K
|
10.6K
$297K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.21K- 0.37% |
$33.6K - $35.3K
|
329K
$9.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 9.22% |
$34.7K - $36.5K
|
12.3K
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.35K- 2.47% |
$37.6K - $39.6K
|
53.3K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.38K- 13.88% |
$38.4K - $40.4K
|
8.56K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.44K- 13.45% |
$40K - $42.1K
|
9.27K
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.6K- 2.96% |
$44.4K - $46.8K
|
52.4K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.61K- 4.69% |
$44.7K - $47.1K
|
32.7K
$916K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.77K- 18.6% |
$49.1K - $51.7K
|
7.73K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.84K- 6.72% |
$51.2K - $53.9K
|
25.6K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.4K- 9.14% |
$66.7K - $70.2K
|
23.9K
$669K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.59K- 38.89% |
$72K - $75.8K
|
4.07K
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-2.71K- 12.07% |
$75.4K - $79.3K
|
19.8K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.79K- 5.82% |
$77.7K - $81.8K
|
45.2K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.87K- 7.3% |
$79.8K - $84K
|
36.5K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-3.08K- 4.45% |
$85.7K - $90.2K
|
66.2K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-3.09K- 28.31% |
$85.8K - $90.3K
|
7.82K
$219K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-3.85K- 27.89% |
$107K - $113K
|
9.96K
$279K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-4.35K- 3.07% |
$121K - $127K
|
137K
$3.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.6K- 20.31% |
$128K - $135K
|
18K
$506K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.87K- 41.4% |
$135K - $142K
|
6.89K
$193K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.66K- 0.68% |
$157K - $166K
|
828K
$23.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.13K- 85.75% |
$170K - $179K
|
1.02K
$28.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-6.14K- 6.39% |
$171K - $180K
|
90K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.14K- 1.39% |
$171K - $180K
|
435K
$12.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-6.31K- 74.25% |
$176K - $185K
|
2.19K
$61.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.82K- 8.39% |
$190K - $199K
|
74.4K
$2.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.18K- 18.06% |
$199K - $210K
|
32.6K
$913K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.2K- 61.54% |
$200K - $211K
|
4.5K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.52K- 41.19% |
$237K - $249K
|
12.2K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.98K- 1.84% |
$250K - $263K
|
480K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.11K- 27.57% |
$253K - $267K
|
23.9K
$672K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.56K- 19.08% |
$266K - $280K
|
40.5K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.9K- 35.94% |
$330K - $348K
|
21.2K
$594K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12K- 3.21% |
$333K - $351K
|
362K
$10.2M
|