Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.7K+ 37.47% |
$317K - $336K
|
43K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
11.7KNew |
$316K - $334K
|
11.7K
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
11.6KNew |
$314K - $332K
|
11.6K
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
11.2KNew |
$302K - $320K
|
11.2K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
11.1K+ 3.27% |
$301K - $319K
|
352K
$9.85M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
10.7KNew |
$288K - $305K
|
10.7K
$299K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
10.5KNew |
$284K - $301K
|
10.5K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
10.2KNew |
$276K - $293K
|
10.2K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10KNew |
$271K - $287K
|
10K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.45K+ 0.15% |
$256K - $271K
|
6.12M
$172M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
8.93KNew |
$241K - $256K
|
8.93K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
8.8KNew |
$238K - $252K
|
8.8K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.76K+ 8.26% |
$237K - $251K
|
115K
$3.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8.74KNew |
$237K - $250K
|
8.74K
$245K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.67K+ 1.53% |
$235K - $248K
|
575K
$16.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.32K+ 12.43% |
$225K - $238K
|
75.3K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.2KNew |
$222K - $235K
|
8.2K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.18K+ 35.53% |
$221K - $234K
|
31.2K
$874K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
8.12KNew |
$220K - $233K
|
8.12K
$228K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.1KNew |
$219K - $232K
|
8.1K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.89K+ 49.33% |
$213K - $226K
|
23.9K
$669K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.77K+ 12.23% |
$210K - $223K
|
71.3K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.58K+ 13.79% |
$205K - $217K
|
62.5K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.56KNew |
$205K - $217K
|
7.56K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.37KNew |
$199K - $211K
|
7.37K
$206K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.31KNew |
$198K - $209K
|
7.31K
$205K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.01K+ 1.75% |
$190K - $201K
|
409K
$11.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.01KNew |
$190K - $201K
|
7.01K
$196K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.41KNew |
$173K - $184K
|
6.41K
$180K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.23KNew |
$142K - $150K
|
5.23K
$147K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.17K+ 0.94% |
$140K - $148K
|
553K
$15.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5.14K+ 8.27% |
$139K - $147K
|
67.2K
$1.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.03K+ 33.05% |
$136K - $144K
|
20.3K
$567K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.01KNew |
$135K - $143K
|
5.01K
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.99K+ 1173.41% |
$135K - $143K
|
5.41K
$152K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.88K+ 11.69% |
$132K - $140K
|
46.7K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.61KNew |
$125K - $132K
|
4.61K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.27K+ 96.67% |
$116K - $122K
|
8.69K
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.26KNew |
$115K - $122K
|
4.26K
$119K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
3.42K+ 0.21% |
$92.4K - $97.8K
|
1.61M
$45.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.37K+ 130.02% |
$91K - $96.4K
|
5.95K
$167K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
3.18K+ 15.34% |
$86.1K - $91.2K
|
23.9K
$671K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.12KNew |
$84.5K - $89.4K
|
3.12K
$87.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.09K+ 1.08% |
$83.7K - $88.6K
|
289K
$8.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.93KNew |
$79.1K - $83.8K
|
2.93K
$82K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2.53K+ 112.29% |
$68.4K - $72.5K
|
4.78K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.38K+ 7.96% |
$64.4K - $68.1K
|
32.3K
$904K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.35K+ 418.54% |
$63.5K - $67.2K
|
2.91K
$81.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.08K+ 16.71% |
$56.2K - $59.5K
|
14.5K
$407K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.07K+ 50.91% |
$56.1K - $59.4K
|
6.15K
$172K
|