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 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
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
700+ 7.97% |
$19.5K - $20.3K
|
9.49K
$266K
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
645+ 1.58% |
$17.9K - $18.7K
|
41.5K
$1.16M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
619+ 2.07% |
$17.2K - $18K
|
30.5K
$856K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
588+ 5.08% |
$16.3K - $17.1K
|
12.2K
$341K
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
535+ 6.82% |
$14.9K - $15.5K
|
8.38K
$235K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
448+ 4.83% |
$12.5K - $13K
|
9.72K
$272K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
402+ 5.83% |
$11.2K - $11.7K
|
7.3K
$205K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
393+ 2.22% |
$10.9K - $11.4K
|
18.1K
$508K
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
383+ 1.17% |
$10.6K - $11.1K
|
33K
$926K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
381+ 0.55% |
$10.6K - $11.1K
|
69.4K
$1.95M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
335New |
$9.31K - $9.73K
|
335
$9.39K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
149+ 9.07% |
$4.14K - $4.33K
|
1.79K
$50.2K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
123New |
$3.42K - $3.57K
|
123
$3.45K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
113+ 1.46% |
$3.14K - $3.28K
|
7.84K
$220K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
102New |
$2.84K - $2.96K
|
102
$2.86K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
37+ 1.26% |
$1.03K - $1.07K
|
2.97K
$83.3K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
32New |
$890 - $930
|
32
$897
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 2.22% |
$55.6 - $58.1
|
92
$2.58K
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-44- 0.5% |
$1.22K - $1.28K
|
8.69K
$244K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-183- 21.5% |
$5.09K - $5.32K
|
668
$18.7K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-230- 96.23% |
$6.39K - $6.68K
|
9
$252
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-250- 0.23% |
$6.95K - $7.26K
|
110K
$3.09M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-269- 1.91% |
$7.48K - $7.81K
|
13.8K
$388K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-404- 0.11% |
$11.2K - $11.7K
|
362K
$10.1M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-495- 1.25% |
$13.8K - $14.4K
|
39.2K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-617- 2.69% |
$17.2K - $17.9K
|
22.3K
$625K
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-668- 3.13% |
$18.6K - $19.4K
|
20.7K
$579K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-718- 1.31% |
$20K - $20.9K
|
54K
$1.51M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-815- 6.63% |
$22.7K - $23.7K
|
11.5K
$322K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-854- 5.1% |
$23.7K - $24.8K
|
15.9K
$445K
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-883- 0.64% |
$24.5K - $25.7K
|
136K
$3.82M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.1K- 10.42% |
$30.7K - $32K
|
9.49K
$266K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.29K- 8.48% |
$35.8K - $37.4K
|
13.9K
$389K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.12K- 4.01% |
$58.9K - $61.6K
|
50.8K
$1.42M
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.33K- 5.43% |
$64.6K - $67.5K
|
40.5K
$1.14M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.43K- 34.41% |
$67.6K - $70.7K
|
4.64K
$130K
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.63K- 6.91% |
$73.1K - $76.4K
|
35.5K
$994K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.55K- 4.77% |
$98.6K - $103K
|
70.8K
$1.99M
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-6.34K- 8.89% |
$176K - $184K
|
65K
$1.82M
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-6.62K- 33.51% |
$184K - $192K
|
13.1K
$368K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.07K- 83.98% |
$196K - $205K
|
1.35K
$37.8K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-8.34K- 22.89% |
$232K - $242K
|
28.1K
$788K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-14.4K- 11.78% |
$400K - $418K
|
108K
$3.02M
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-14.5K- 22.18% |
$403K - $421K
|
50.8K
$1.42M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-15.8K- 4.34% |
$439K - $458K
|
348K
$9.75M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-16.6K- 16.45% |
$462K - $483K
|
84.4K
$2.36M
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-17.5K- 45.16% |
$488K - $510K
|
21.3K
$597K
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-32.6K- 1.95% |
$907K - $948K
|
1.64M
$46.1M
|