Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.72M+ 45.39% |
$75.7M - $79.1M
|
8.73M
$245M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.72M+ 1667.49% |
$75.6M - $79M
|
2.88M
$80.8M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.22M+ 8954.43% |
$33.8M - $35.3M
|
1.23M
$34.5M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.14MNew |
$31.7M - $33.2M
|
1.14M
$32M
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.14MNew |
$31.7M - $33.1M
|
1.14M
$32M
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.11MNew |
$30.8M - $32.2M
|
1.11M
$31.1M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
687K+ 45.78% |
$19.1M - $19.9M
|
2.19M
$61.3M
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
499KNew |
$13.9M - $14.5M
|
499K
$14M
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
491K+ 742.42% |
$13.7M - $14.3M
|
557K
$15.6M
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
220KNew |
$6.11M - $6.39M
|
220K
$6.16M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
199K+ 4.62% |
$5.54M - $5.79M
|
4.52M
$127M
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
146K+ 11.64% |
$4.07M - $4.25M
|
1.4M
$39.4M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
103KNew |
$2.85M - $2.98M
|
103K
$2.87M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
58KNew |
$1.61M - $1.68M
|
58K
$1.63M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
52.4K+ 3.12% |
$1.46M - $1.52M
|
1.73M
$48.5M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
45.4K+ 10.44% |
$1.26M - $1.32M
|
480K
$13.5M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
43.7KNew |
$1.21M - $1.27M
|
43.7K
$1.22M
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
42.9K+ 6.77% |
$1.19M - $1.25M
|
677K
$19M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
41.5KNew |
$1.15M - $1.21M
|
41.5K
$1.16M
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
38.5K+ 4.13% |
$1.07M - $1.12M
|
970K
$27.2M
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
32.3K+ 1.14% |
$898K - $938K
|
2.88M
$80.6M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
26.3K+ 2.25% |
$732K - $765K
|
1.2M
$33.5M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26KNew |
$723K - $755K
|
26K
$729K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
23.4K+ 36.27% |
$652K - $681K
|
88.1K
$2.47M
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
21.3K+ 7.23% |
$591K - $618K
|
316K
$8.84M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.6K+ 21.88% |
$574K - $599K
|
115K
$3.22M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.6K+ 73.09% |
$434K - $453K
|
37K
$1.04M
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$422K - $440K
|
15.2K
$425K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.5K+ 11.32% |
$404K - $422K
|
143K
$4M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.6KNew |
$377K - $394K
|
13.6K
$380K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.1K+ 16.59% |
$364K - $380K
|
92.1K
$2.58M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.1K+ 36.14% |
$310K - $324K
|
42K
$1.18M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.2KNew |
$282K - $295K
|
10.2K
$285K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.37K+ 1.48% |
$260K - $272K
|
644K
$18M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
9.13KNew |
$254K - $265K
|
9.13K
$256K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.69KNew |
$242K - $253K
|
8.69K
$244K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.63KNew |
$240K - $251K
|
8.63K
$242K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.12K+ 2801.38% |
$226K - $236K
|
8.41K
$236K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7.53K+ 18.43% |
$209K - $219K
|
48.4K
$1.36M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.58K+ 4.09% |
$183K - $191K
|
167K
$4.69M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.31K+ 0.9% |
$120K - $125K
|
484K
$13.6M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.69K+ 5.65% |
$103K - $107K
|
69K
$1.94M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.66K+ 1.6% |
$102K - $106K
|
232K
$6.51M
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.59K+ 9.94% |
$71.9K - $75.1K
|
28.6K
$801K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.74K+ 5.92% |
$48.3K - $50.4K
|
31K
$870K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.54K+ 6.64% |
$42.8K - $44.7K
|
24.7K
$692K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.13K+ 6.91% |
$31.5K - $32.9K
|
17.5K
$492K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11K+ 13.01% |
$31K - $32.4K
|
9.68K
$271K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.02KNew |
$28.4K - $29.7K
|
1.02K
$28.6K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
761New |
$21.2K - $22.1K
|
761
$21.3K
|