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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-64- 81.01% |
$1.78K - $1.87K
|
15
$419
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
61KNew |
$1.7M - $1.78M
|
61K
$1.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24.8KNew |
$692K - $724K
|
24.8K
$693K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-22.4KClosed |
$618K - $646K
|
0
$0
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
47New |
$1.3K - $1.35K
|
47
$1.31K
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
32.2KNew |
$888K - $928K
|
32.2K
$899K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
453New |
$12.5K - $13.1K
|
453
$12.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
314New |
$8.66K - $9.05K
|
314
$8.76K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
133KNew |
$3.67M - $3.84M
|
133K
$3.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
89.8KNew |
$2.48M - $2.59M
|
89.8K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.8K- 0.49% |
$77.3K - $80.8K
|
571K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
125New |
$3.45K - $3.6K
|
125
$3.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.16K+ 64.49% |
$87.1K - $91.1K
|
8.06K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
463+ 1.12% |
$12.8K - $13.3K
|
42K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
826New |
$22.8K - $23.8K
|
826
$23K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
206+ 3.2% |
$5.68K - $5.94K
|
6.65K
$185K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
26.5KNew |
$731K - $764K
|
26.5K
$740K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-574- 3.33% |
$15.8K - $16.5K
|
16.6K
$464K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
30.2KNew |
$833K - $871K
|
30.2K
$843K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-130- 33.33% |
$3.58K - $3.75K
|
260
$7.25K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-5.23K- 28.09% |
$144K - $151K
|
13.4K
$374K
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
9.37KNew |
$258K - $270K
|
9.37K
$262K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.47KNew |
$95.7K - $100K
|
3.47K
$96.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
190New |
$5.24K - $5.48K
|
190
$5.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$390K - $407K
|
14.1K
$394K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-489- 66.44% |
$13.5K - $14.1K
|
247
$6.89K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
20.3KNew |
$560K - $585K
|
20.3K
$566K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
274KNew |
$7.56M - $7.9M
|
274K
$7.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
74New |
$2.04K - $2.13K
|
74
$2.06K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-550- 4.25% |
$15.2K - $15.9K
|
12.4K
$346K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.8K- 40.69% |
$105K - $109K
|
5.54K
$154K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
67New |
$1.85K - $1.93K
|
67
$1.87K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-150- 62.5% |
$4.14K - $4.32K
|
90
$2.51K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-685Closed |
$19.1K - $20.6K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.61K+ 25.73% |
$129K - $139K
|
22.5K
$629K
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-25.6K- 65.45% |
$713K - $769K
|
13.5K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.79K+ 35.68% |
$106K - $114K
|
14.4K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-158- 59.18% |
$4.4K - $4.75K
|
109
$3.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
869+ 2.94% |
$24.2K - $26.1K
|
30.4K
$848K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.42K- 1.12% |
$67.5K - $72.8K
|
214K
$5.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-37- 14.29% |
$1.03K - $1.11K
|
222
$6.19K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
7.54KNew |
$210K - $227K
|
7.54K
$210K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.98KNew |
$111K - $120K
|
3.98K
$111K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
113K+ 4745.53% |
$3.14M - $3.38M
|
115K
$3.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
359New |
$10K - $10.8K
|
359
$10K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-14.4K- 99.84% |
$400K - $432K
|
23
$642
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-17.4K- 65.29% |
$485K - $523K
|
9.25K
$258K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
9.25KNew |
$258K - $278K
|
9.25K
$258K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5.03KNew |
$140K - $151K
|
5.03K
$140K
|
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-280- 3.31% |
$7.8K - $8.42K
|
8.18K
$228K
|
|