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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
496New |
$13.4K - $14.2K
|
496
$14.1K
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.37KNew |
$199K - $211K
|
7.37K
$210K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.2KNew |
$222K - $235K
|
8.2K
$234K
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-800- 8.77% |
$21.6K - $22.9K
|
8.32K
$237K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
62New |
$1.68K - $1.78K
|
62
$1.77K
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
198New |
$5.36K - $5.67K
|
198
$5.65K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
73New |
$1.97K - $2.09K
|
73
$2.08K
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.1KNew |
$219K - $232K
|
8.1K
$231K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
380New |
$10.3K - $10.9K
|
380
$10.8K
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$385K - $408K
|
14.2K
$406K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.58K+ 1.24% |
$42.8K - $45.4K
|
129K
$3.68M
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-64.4K- 23.6% |
$1.74M - $1.85M
|
209K
$5.95M
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.31KNew |
$198K - $209K
|
7.31K
$208K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.89K+ 49.33% |
$213K - $226K
|
23.9K
$681K
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
8.93KNew |
$241K - $256K
|
8.93K
$255K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-109- 99.09% |
$2.95K - $3.12K
|
1
$28.5
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
12.6KNew |
$341K - $361K
|
12.6K
$360K
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-168- 2.06% |
$4.54K - $4.81K
|
7.98K
$228K
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.39K+ 15.55% |
$37.7K - $39.9K
|
10.4K
$295K
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
141KNew |
$3.8M - $4.03M
|
141K
$4.01M
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-76.7K- 90.63% |
$2.08M - $2.2M
|
7.93K
$226K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-570- 10.48% |
$15.6K - $16.2K
|
4.87K
$139K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
33.9KNew |
$930K - $965K
|
33.9K
$967K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
30.1KNew |
$826K - $857K
|
30.1K
$858K
|
|
Nov 13, 2023
Q3 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
75KNew |
$2.06M - $2.14M
|
75K
$2.14M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-62.9KClosed |
$1.72M - $1.79M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26New |
$713 - $740
|
26
$742
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.83K+ 8.85% |
$77.7K - $80.6K
|
34.8K
$993K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
101New |
$2.77K - $2.88K
|
101
$2.88K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
29New |
$796 - $826
|
29
$827
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-148K- 56.64% |
$4.05M - $4.2M
|
113K
$3.22M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
292New |
$8.01K - $8.32K
|
292
$8.33K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-89- 0.82% |
$2.44K - $2.53K
|
10.7K
$306K
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
53+ 0.54% |
$1.45K - $1.51K
|
9.96K
$284K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17New |
$466 - $484
|
17
$485
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.5KNew |
$123K - $128K
|
4.5K
$128K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-10- 14.49% |
$274 - $285
|
59
$1.68K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
893+ 1175.0% |
$24.5K - $25.4K
|
969
$27.6K
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.04K+ 8.25% |
$28.5K - $29.6K
|
13.6K
$389K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-483- 3.34% |
$13.3K - $13.8K
|
14K
$398K
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
11KNew |
$302K - $313K
|
11K
$314K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
975New |
$26.8K - $27.8K
|
975
$27.8K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
344New |
$9.44K - $9.8K
|
344
$9.81K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
26+ 0.18% |
$713 - $740
|
14.4K
$411K
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
11.1K+ 4.61% |
$304K - $315K
|
251K
$7.16M
|
|
Q2 2023 | |||||||
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
33+ 0.32% |
$933 - $966
|
10.4K
$298K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.71KClosed |
$105K - $109K
|
0
$0
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.9KClosed |
$506K - $524K
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.9KNew |
$364K - $377K
|
12.9K
$367K
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.6KNew |
$327K - $339K
|
11.6K
$330K
|