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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-20.6K- 12.08% |
$574K - $619K
|
150K
$4.27M
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
227KNew |
$6.33M - $6.82M
|
227K
$6.48M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
48+ 39.02% |
$1.37K - $1.45K
|
171
$4.88K
|
|
|
Aug 15, 2022
Q2 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-4.71K- 0.59% |
$135K - $142K
|
789K
$22.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
103KNew |
$2.96M - $3.11M
|
103K
$2.94M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-753KClosed |
$21.6M - $22.7M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.39KNew |
$126K - $132K
|
4.39K
$125K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-6.45KClosed |
$184K - $194K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-278- 1.82% |
$7.96K - $8.38K
|
15K
$428K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
343New |
$9.82K - $10.3K
|
343
$9.78K
|
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-32.4KClosed |
$927K - $975K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-542- 7.05% |
$15.5K - $16.3K
|
7.15K
$204K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
624New |
$17.9K - $18.8K
|
624
$17.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
11.1KNew |
$317K - $334K
|
11.1K
$316K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
133New |
$3.81K - $4.01K
|
133
$3.79K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-11.2KClosed |
$322K - $338K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
600New |
$17.2K - $18.1K
|
600
$17.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7.27KClosed |
$208K - $219K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
685New |
$19.6K - $20.6K
|
685
$19.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
160New |
$4.58K - $4.82K
|
160
$4.56K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
163New |
$4.67K - $4.91K
|
163
$4.65K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18.7KClosed |
$536K - $564K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
637New |
$18.2K - $19.2K
|
637
$18.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
81New |
$2.32K - $2.44K
|
81
$2.31K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-10Closed |
$286 - $301
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.13KNew |
$32.2K - $33.9K
|
1.13K
$32.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
12.4KNew |
$355K - $373K
|
12.4K
$354K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-4.8KClosed |
$137K - $145K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.22KClosed |
$63.5K - $66.9K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
BUY
|
- |
165+ 2.25% |
$4.72K - $4.97K
|
7.51K
$214K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.88KNew |
$197K - $207K
|
6.88K
$196K
|
|
| Q1 2022 | |||||||
|
Mar 28, 2025
Q1 2022
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.79K- 12.17% |
$54K - $57.2K
|
13K
$369K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$303K - $321K
|
10.1K
$287K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.5KNew |
$75.3K - $79.7K
|
2.5K
$71.3K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-178KClosed |
$5.35M - $5.67M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-7.18KClosed |
$216K - $229K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-19.9KClosed |
$598K - $633K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20.8KClosed |
$625K - $661K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-670Closed |
$20.2K - $21.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-57Closed |
$1.72K - $1.82K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-3.39KClosed |
$102K - $108K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-189Closed |
$5.69K - $6.02K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-8.38KClosed |
$252K - $267K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-7.09KClosed |
$213K - $226K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
230New |
$6.93K - $7.33K
|
230
$6.56K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-187Closed |
$5.63K - $5.96K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-31Closed |
$987 - $1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-240KClosed |
$7.65M - $7.78M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-167KClosed |
$5.31M - $5.4M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
32New |
$1.02K - $1.04K
|
32
$913
|
|