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 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.47K+ 12.83% |
$40.6K - $42.5K
|
13K
$361K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.39K+ 0.69% |
$38.2K - $39.9K
|
203K
$5.65M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.35K+ 6.74% |
$37.1K - $38.8K
|
21.3K
$594K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.27K+ 10.51% |
$35.1K - $36.7K
|
13.4K
$373K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.17KNew |
$32.3K - $33.8K
|
1.17K
$32.7K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.15K+ 6.2% |
$31.7K - $33.1K
|
19.7K
$548K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.08KNew |
$29.8K - $31.1K
|
1.08K
$30.1K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
844+ 95.8% |
$23.3K - $24.3K
|
1.73K
$48.1K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
826New |
$22.8K - $23.8K
|
826
$23K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
699+ 1.77% |
$19.3K - $20.1K
|
40.1K
$1.12M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
675New |
$18.6K - $19.5K
|
675
$18.8K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
520+ 74.39% |
$14.3K - $15K
|
1.22K
$34K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
473+ 411.3% |
$13K - $13.6K
|
588
$16.4K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
463+ 1.12% |
$12.8K - $13.3K
|
42K
$1.17M
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
453New |
$12.5K - $13.1K
|
453
$12.6K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
396+ 1.67% |
$10.9K - $11.4K
|
24.1K
$672K
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
361+ 1.11% |
$9.95K - $10.4K
|
32.9K
$916K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
314New |
$8.66K - $9.05K
|
314
$8.75K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
314New |
$8.66K - $9.05K
|
314
$8.75K
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
298+ 1.01% |
$8.22K - $8.59K
|
29.7K
$827K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
274+ 2.55% |
$7.55K - $7.9K
|
11K
$307K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
250New |
$6.89K - $7.21K
|
250
$6.97K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
206+ 3.2% |
$5.68K - $5.94K
|
6.65K
$185K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
190New |
$5.24K - $5.48K
|
190
$5.3K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
189+ 45.43% |
$5.21K - $5.45K
|
605
$16.9K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
156New |
$4.3K - $4.5K
|
156
$4.35K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
130+ 0.59% |
$3.58K - $3.75K
|
22.3K
$620K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
125New |
$3.45K - $3.6K
|
125
$3.48K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 40.86% |
$2.89K - $3.03K
|
362
$10.1K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
95New |
$2.62K - $2.74K
|
95
$2.65K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
87+ 10.97% |
$2.4K - $2.51K
|
880
$24.5K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
74New |
$2.04K - $2.13K
|
74
$2.06K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
67New |
$1.85K - $1.93K
|
67
$1.87K
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
59+ 0.51% |
$1.63K - $1.7K
|
11.5K
$321K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
59+ 3.45% |
$1.63K - $1.7K
|
1.77K
$49.3K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
58+ 0.2% |
$1.6K - $1.67K
|
28.4K
$792K
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
53+ 0.54% |
$1.46K - $1.53K
|
9.88K
$275K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
47New |
$1.3K - $1.35K
|
47
$1.31K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28New |
$772 - $807
|
28
$780
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
19New |
$524 - $548
|
19
$530
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13New |
$358 - $375
|
13
$362
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 71.43% |
$276 - $288
|
4
$111
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-50- 0.64% |
$1.38K - $1.44K
|
7.71K
$215K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-91- 2.33% |
$2.51K - $2.62K
|
3.82K
$106K
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-120- 1.44% |
$3.31K - $3.46K
|
8.19K
$228K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-130- 33.33% |
$3.58K - $3.75K
|
260
$7.25K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-150- 62.5% |
$4.14K - $4.32K
|
90
$2.51K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-181- 1.98% |
$4.99K - $5.22K
|
8.96K
$250K
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-288- 0.24% |
$7.94K - $8.3K
|
119K
$3.31M
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-300- 1.64% |
$8.27K - $8.65K
|
18K
$502K
|