Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.38M+ 48.42% |
$37.9M - $39.6M
|
4.22M
$117M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.23M+ 6.15% |
$33.9M - $35.4M
|
21.2M
$591M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2M+ 21.96% |
$33M - $34.5M
|
6.64M
$185M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
742K+ 25.79% |
$20.5M - $21.4M
|
3.62M
$101M
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
697K+ 6.42% |
$19.2M - $20.1M
|
11.6M
$322M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
501K+ 2316.89% |
$13.8M - $14.5M
|
523K
$14.6M
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
465KNew |
$12.8M - $13.4M
|
465K
$13M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
436K+ 376.11% |
$12M - $12.6M
|
552K
$15.4M
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
414KNew |
$11.4M - $11.9M
|
414K
$11.6M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
374KNew |
$10.3M - $10.8M
|
374K
$10.4M
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
336K+ 27.56% |
$9.27M - $9.69M
|
1.56M
$43.4M
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
332K+ 75.18% |
$9.16M - $9.57M
|
774K
$21.6M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
303K+ 3417.22% |
$8.36M - $8.74M
|
312K
$8.69M
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
274KNew |
$7.56M - $7.9M
|
274K
$7.64M
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
268KNew |
$7.38M - $7.71M
|
268K
$7.46M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
261K+ 1145.5% |
$7.2M - $7.53M
|
284K
$7.91M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
232K+ 113.38% |
$6.4M - $6.69M
|
437K
$12.2M
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
229KNew |
$6.32M - $6.61M
|
229K
$6.39M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
208K+ 947.58% |
$5.72M - $5.98M
|
229K
$6.39M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
206K+ 49.12% |
$5.67M - $5.92M
|
624K
$17.4M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
200K+ 78901.57% |
$5.53M - $5.78M
|
201K
$5.59M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
153K+ 33.65% |
$4.22M - $4.42M
|
609K
$17M
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
146K+ 106.37% |
$4.03M - $4.21M
|
284K
$7.9M
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
139K+ 34.59% |
$3.83M - $4M
|
540K
$15M
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
133KNew |
$3.67M - $3.84M
|
133K
$3.71M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
131K+ 23.86% |
$3.62M - $3.79M
|
682K
$19M
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
112K+ 67.9% |
$3.09M - $3.23M
|
277K
$7.72M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
104K+ 16.78% |
$2.87M - $3M
|
724K
$20.2M
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
101KNew |
$2.78M - $2.9M
|
101K
$2.81M
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
101K+ 53.4% |
$2.78M - $2.9M
|
290K
$8.07M
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
97.9K+ 521.13% |
$2.7M - $2.82M
|
117K
$3.25M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
96.2K+ 7.66% |
$2.65M - $2.77M
|
1.35M
$37.7M
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
90.7K+ 223.97% |
$2.5M - $2.61M
|
131K
$3.66M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
89.8KNew |
$2.48M - $2.59M
|
89.8K
$2.5M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
76.9K+ 628.22% |
$2.12M - $2.22M
|
89.1K
$2.48M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
75.9KNew |
$2.09M - $2.19M
|
75.9K
$2.12M
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
59.8K+ 15.29% |
$1.65M - $1.72M
|
451K
$12.6M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
54.9K+ 430.86% |
$1.51M - $1.58M
|
67.6K
$1.88M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
53.3K+ 260.46% |
$1.47M - $1.54M
|
73.7K
$2.05M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
51.9K+ 573.87% |
$1.43M - $1.49M
|
60.9K
$1.7M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
51.5K+ 125.25% |
$1.42M - $1.49M
|
92.7K
$2.58M
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
43.4KNew |
$1.2M - $1.25M
|
43.4K
$1.21M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
42.4K+ 191.58% |
$1.17M - $1.22M
|
64.5K
$1.8M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.3K+ 576.93% |
$1.17M - $1.22M
|
49.6K
$1.38M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
42.1K+ 192.89% |
$1.16M - $1.21M
|
63.9K
$1.78M
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
39.2KNew |
$1.08M - $1.13M
|
39.2K
$1.09M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
35.7K+ 104.08% |
$985K - $1.03M
|
70.1K
$1.95M
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
35.1KNew |
$968K - $1.01M
|
35.1K
$979K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33K+ 17.86% |
$911K - $952K
|
218K
$6.08M
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
32.2KNew |
$888K - $928K
|
32.2K
$898K
|