Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Int (SPTI)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Int (SPTI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.4KNew |
$435K - $450K
|
15.4K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.8KNew |
$363K - $376K
|
12.8K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
34.7K+ 77.33% |
$981K - $1.02M
|
79.6K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.91KNew |
$252K - $261K
|
8.91K
$249K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
10.3KNew |
$292K - $302K
|
10.3K
$288K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
802New |
$22.7K - $23.5K
|
802
$22.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28New |
$792 - $819
|
28
$781
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
80New |
$2.26K - $2.34K
|
80
$2.23K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-51.2K- 42.29% |
$1.45M - $1.5M
|
69.8K
$1.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
23.6KNew |
$668K - $692K
|
23.6K
$660K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.42KNew |
$125K - $129K
|
4.42K
$123K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
286K+ 3440.92% |
$8.08M - $8.36M
|
294K
$8.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
444KNew |
$12.6M - $13M
|
444K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-70- 1.76% |
$1.98K - $2.05K
|
3.92K
$109K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
396New |
$11.2K - $11.6K
|
396
$11.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.52K- 11.15% |
$71.4K - $73.8K
|
20.1K
$561K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-21K- 70.48% |
$594K - $615K
|
8.8K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-156K- 93.24% |
$4.4M - $4.55M
|
11.3K
$315K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-980- 90.74% |
$27.7K - $28.7K
|
100
$2.79K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-22.8K- 68.86% |
$644K - $666K
|
10.3K
$287K
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
499KNew |
$14.1M - $14.6M
|
499K
$13.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-213- 0.6% |
$6.02K - $6.23K
|
35.1K
$980K
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50.4KClosed |
$1.4M - $1.47M
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
29KNew |
$807K - $845K
|
29K
$809K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
32.3KNew |
$900K - $942K
|
32.3K
$901K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
79New |
$2.2K - $2.3K
|
79
$2.2K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.19K- 17.34% |
$60.9K - $63.7K
|
10.4K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
318KNew |
$8.87M - $9.28M
|
318K
$8.89M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.6K- 21.2% |
$72.5K - $75.9K
|
9.67K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
23.1MNew |
$645M - $674M
|
23.1M
$645M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
34.5K+ 693.65% |
$962K - $1.01M
|
39.5K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.61K+ 19.49% |
$72.8K - $76.2K
|
16K
$447K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
185New |
$5.16K - $5.39K
|
185
$5.16K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.12KNew |
$198K - $208K
|
7.12K
$199K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
133KNew |
$3.7M - $3.87M
|
133K
$3.7M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
250New |
$6.97K - $7.29K
|
250
$6.98K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.69KNew |
$75K - $78.5K
|
2.69K
$75.1K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
85.6KNew |
$2.39M - $2.5M
|
85.6K
$2.39M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.96KNew |
$194K - $203K
|
6.96K
$194K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
322KNew |
$8.96M - $9.38M
|
322K
$8.98M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
2.36KNew |
$65.7K - $68.7K
|
2.36K
$65.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.49KNew |
$125K - $131K
|
4.49K
$125K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-61- 2.13% |
$1.7K - $1.78K
|
2.8K
$78.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-132K- 52.34% |
$3.67M - $3.84M
|
120K
$3.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-16.9K- 38.92% |
$470K - $492K
|
26.5K
$739K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
143New |
$3.99K - $4.17K
|
143
$3.99K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
82New |
$2.29K - $2.39K
|
82
$2.29K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$307 - $321
|
11
$307
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
584New |
$16.3K - $17K
|
584
$16.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.94KNew |
$54.2K - $56.7K
|
1.94K
$54.2K
|
|