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 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.43K- 34.41% |
$67.6K - $70.7K
|
4.64K
$132K
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.63K- 6.91% |
$73.1K - $76.4K
|
35.5K
$1.01M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.74K- 9.22% |
$76K - $79.5K
|
26.9K
$765K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.79K- 19.98% |
$77.7K - $81.2K
|
11.2K
$318K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.28K- 62.4% |
$91.2K - $95.3K
|
1.98K
$56.1K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.48K- 0.75% |
$96.7K - $101K
|
458K
$13M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.55K- 4.77% |
$98.6K - $103K
|
70.8K
$2.01M
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-3.56K- 30.52% |
$99.1K - $104K
|
8.11K
$230K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.69K- 90.67% |
$103K - $107K
|
380
$10.8K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.51K- 23.09% |
$153K - $160K
|
18.4K
$521K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-5.59K- 2.37% |
$155K - $162K
|
230K
$6.54M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.62K- 3.15% |
$156K - $163K
|
172K
$4.9M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-6K- 24.83% |
$167K - $174K
|
18.2K
$516K
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-6.03K- 13.24% |
$168K - $175K
|
39.5K
$1.12M
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-6.34K- 8.89% |
$176K - $184K
|
65K
$1.85M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.48K- 30.59% |
$180K - $188K
|
14.7K
$418K
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-6.62K- 33.51% |
$184K - $192K
|
13.1K
$373K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.7K- 23.63% |
$186K - $195K
|
21.6K
$615K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.96K- 14.96% |
$194K - $202K
|
39.6K
$1.12M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.07K- 83.98% |
$196K - $205K
|
1.35K
$38.3K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.4K- 10.68% |
$206K - $215K
|
61.9K
$1.76M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.54K- 5.51% |
$210K - $219K
|
129K
$3.67M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-8.21K- 9.88% |
$228K - $239K
|
74.9K
$2.13M
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-8.34K- 22.89% |
$232K - $242K
|
28.1K
$799K
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-10K- 2.28% |
$278K - $291K
|
429K
$12.2M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-10.7K- 26.36% |
$297K - $310K
|
29.8K
$848K
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-11.1K- 2.4% |
$309K - $323K
|
451K
$12.8M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.1K- 27.33% |
$310K - $324K
|
29.6K
$842K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.7K- 4.55% |
$325K - $340K
|
245K
$6.96M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-12.2K- 3.72% |
$340K - $355K
|
316K
$8.99M
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-13.9K- 23.06% |
$387K - $405K
|
46.5K
$1.32M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-14.4K- 11.78% |
$400K - $418K
|
108K
$3.06M
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-14.5K- 22.18% |
$403K - $421K
|
50.8K
$1.44M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-15.8K- 4.34% |
$439K - $458K
|
348K
$9.89M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-16.6K- 16.45% |
$462K - $483K
|
84.4K
$2.4M
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-17.5K- 45.16% |
$488K - $510K
|
21.3K
$605K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17.7K- 9.49% |
$491K - $513K
|
169K
$4.79M
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-18.2K- 0.55% |
$505K - $528K
|
3.31M
$94.1M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-20.2K- 6.83% |
$561K - $586K
|
275K
$7.83M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-21.7K- 66.56% |
$602K - $629K
|
10.9K
$309K
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-23.7K- 38.26% |
$660K - $690K
|
38.3K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.1K- 9.0% |
$780K - $815K
|
284K
$8.06M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-32.6K- 1.95% |
$907K - $948K
|
1.64M
$46.7M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-33K- 10.03% |
$917K - $959K
|
296K
$8.41M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-33.2K- 83.93% |
$923K - $964K
|
6.36K
$181K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-34.7K- 6.53% |
$964K - $1.01M
|
496K
$14.1M
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-40.5K- 60.58% |
$1.12M - $1.18M
|
26.3K
$748K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-42.6K- 76.76% |
$1.18M - $1.24M
|
12.9K
$367K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.2K- 5.91% |
$1.23M - $1.28M
|
704K
$20M
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-49K- 9.77% |
$1.36M - $1.42M
|
453K
$12.9M
|