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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.19K+ 4.95% |
$33.1K - $34.6K
|
25.2K
$716K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.15K+ 66.15% |
$32K - $33.4K
|
2.89K
$82.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.13K+ 6.91% |
$31.5K - $32.9K
|
17.5K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11K+ 13.01% |
$31K - $32.4K
|
9.68K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
1.06KNew |
$29.4K - $30.7K
|
1.06K
$30K
|
|
|
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
$29K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
985+ 2.71% |
$27.4K - $28.6K
|
37.3K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
831+ 10.26% |
$23.1K - $24.1K
|
8.93K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
761New |
$21.2K - $22.1K
|
761
$21.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
717New |
$19.9K - $20.8K
|
717
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
711+ 477.18% |
$19.8K - $20.7K
|
860
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
700+ 7.97% |
$19.5K - $20.3K
|
9.49K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
684New |
$19K - $19.9K
|
684
$19.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
645+ 1.58% |
$17.9K - $18.7K
|
41.5K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
644+ 114.39% |
$17.9K - $18.7K
|
1.21K
$34.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
619+ 2.07% |
$17.2K - $18K
|
30.5K
$867K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
588+ 5.08% |
$16.3K - $17.1K
|
12.2K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
569New |
$15.8K - $16.5K
|
569
$16.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
535+ 6.82% |
$14.9K - $15.5K
|
8.38K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
448+ 4.83% |
$12.5K - $13K
|
9.72K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
402+ 5.83% |
$11.2K - $11.7K
|
7.3K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
393+ 2.22% |
$10.9K - $11.4K
|
18.1K
$515K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
383+ 1.17% |
$10.6K - $11.1K
|
33K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
381+ 0.55% |
$10.6K - $11.1K
|
69.4K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
335New |
$9.31K - $9.73K
|
335
$9.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
230+ 0.49% |
$6.39K - $6.68K
|
46.9K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
226New |
$6.28K - $6.57K
|
226
$6.42K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
213New |
$5.92K - $6.19K
|
213
$6.05K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
199New |
$5.53K - $5.78K
|
199
$5.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
191New |
$5.31K - $5.55K
|
191
$5.43K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
149+ 9.07% |
$4.14K - $4.33K
|
1.79K
$50.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
123New |
$3.42K - $3.57K
|
123
$3.49K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
113+ 1.46% |
$3.14K - $3.28K
|
7.84K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
102New |
$2.84K - $2.96K
|
102
$2.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
91New |
$2.53K - $2.64K
|
91
$2.59K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
90New |
$2.5K - $2.61K
|
90
$2.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
81New |
$2.25K - $2.35K
|
81
$2.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70+ 50.72% |
$1.95K - $2.03K
|
208
$5.91K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
68New |
$1.89K - $1.98K
|
68
$1.93K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
61New |
$1.7K - $1.77K
|
61
$1.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
56+ 14.0% |
$1.56K - $1.63K
|
456
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
49+ 0.16% |
$1.36K - $1.42K
|
30.4K
$865K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
37+ 1.26% |
$1.03K - $1.07K
|
2.97K
$84.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
32New |
$890 - $930
|
32
$909
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22+ 1.04% |
$612 - $639
|
2.14K
$60.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
11+ 50.0% |
$306 - $320
|
33
$938
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
11+ 50.0% |
$306 - $320
|
33
$938
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
$111 - $116
|
4
$114
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 2.22% |
$55.6 - $58.1
|
92
$2.61K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1New |
$27.8 - $29.1
|
1
$28.4
|