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 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-53.1K- 18.59% |
$1.47M - $1.54M
|
232K
$6.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-54.5K- 57.65% |
$1.51M - $1.58M
|
40K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-55.7K- 65.58% |
$1.55M - $1.62M
|
29.2K
$830K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-58.6K- 56.48% |
$1.63M - $1.7M
|
45.2K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-66.7K- 68.08% |
$1.86M - $1.94M
|
31.3K
$889K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-75K- 88.32% |
$2.08M - $2.18M
|
9.91K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-85.8K- 35.37% |
$2.39M - $2.49M
|
157K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-94.1K- 92.21% |
$2.61M - $2.73M
|
7.95K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-106K- 25.8% |
$2.94M - $3.07M
|
304K
$8.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-128K- 78.21% |
$3.56M - $3.72M
|
35.7K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-135K- 4.38% |
$3.75M - $3.92M
|
2.95M
$83.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-156K- 35.86% |
$4.35M - $4.54M
|
280K
$7.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-194K- 40.58% |
$5.38M - $5.62M
|
283K
$8.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-211K- 10.45% |
$5.86M - $6.12M
|
1.81M
$51.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-233K- 30.51% |
$6.47M - $6.76M
|
530K
$15.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-252K- 34.18% |
$7M - $7.32M
|
485K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-267K- 95.09% |
$7.41M - $7.75M
|
13.8K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-499K- 27.96% |
$13.9M - $14.5M
|
1.29M
$36.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-594K- 98.35% |
$16.5M - $17.2M
|
9.95K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-699K- 50.24% |
$19.4M - $20.3M
|
692K
$19.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-756K- 98.19% |
$21M - $22M
|
13.9K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-938K- 21.84% |
$26.1M - $27.2M
|
3.35M
$95.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.49M- 99.09% |
$41.3M - $43.2M
|
13.6K
$386K
|