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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-555- 3.94% |
$15.3K - $15.6K
|
13.5K
$394K
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-10.8K- 1.25% |
$296K - $303K
|
851K
$24.8M
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.78K- 0.54% |
$49K - $50.2K
|
330K
$9.61M
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-573- 0.4% |
$15.8K - $16.1K
|
142K
$4.12M
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.41K- 20.26% |
$66.4K - $68K
|
9.5K
$277K
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-183K- 14.23% |
$5.04M - $5.16M
|
1.11M
$32.2M
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-66- 0.87% |
$1.82K - $1.86K
|
7.5K
$219K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-54- 11.51% |
$1.49K - $1.52K
|
415
$12.1K
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.66MNew |
$45.7M - $46.8M
|
1.66M
$48.4M
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.93K- 18.65% |
$53K - $54.3K
|
8.41K
$245K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-110K- 7.22% |
$3.03M - $3.11M
|
1.42M
$41.3M
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
36.5K+ 1.77% |
$1M - $1.03M
|
2.11M
$61.3M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.3K+ 50.57% |
$367K - $376K
|
39.7K
$1.16M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
392K+ 17.96% |
$10.8M - $11M
|
2.58M
$75M
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
140K+ 21.69% |
$3.86M - $3.95M
|
788K
$22.9M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-323K- 46.31% |
$8.87M - $9.08M
|
374K
$10.9M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-20.5K- 12.31% |
$563K - $576K
|
146K
$4.25M
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-23.4K- 9.13% |
$644K - $660K
|
233K
$6.8M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.5K+ 4.7% |
$811K - $830K
|
656K
$19.1M
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.6K+ 13.61% |
$127K - $130K
|
38.4K
$1.12M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-155K- 15.03% |
$4.34M - $4.45M
|
878K
$25.6M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.63K+ 129.49% |
$129K - $133K
|
8.21K
$239K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-124- 2.29% |
$3.46K - $3.55K
|
5.29K
$154K
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.16K- 13.16% |
$32.4K - $33.2K
|
7.65K
$223K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.85K+ 6.44% |
$51.8K - $53.1K
|
30.6K
$892K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
96New |
$2.68K - $2.75K
|
96
$2.8K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.4KNew |
$429K - $440K
|
15.4K
$447K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
154K+ 263.34% |
$4.29M - $4.4M
|
212K
$6.18M
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.18K- 65.15% |
$117K - $120K
|
2.24K
$65.1K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
113New |
$3.16K - $3.24K
|
113
$3.29K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.41K+ 65.7% |
$263K - $270K
|
23.7K
$692K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-138- 50.0% |
$3.86K - $3.95K
|
138
$4.02K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.79K- 38.54% |
$162K - $166K
|
9.23K
$269K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.6K+ 6.28% |
$743K - $761K
|
450K
$13.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.1K+ 41.51% |
$814K - $834K
|
99.3K
$2.89M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.6KNew |
$353K - $362K
|
12.6K
$368K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2K- 64.13% |
$55.9K - $57.3K
|
1.12K
$32.6K
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.16KNew |
$200K - $205K
|
7.16K
$209K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 66.67% |
$168 - $172
|
3
$87.4
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
93.8KNew |
$2.62M - $2.69M
|
93.8K
$2.73M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.06K+ 16.22% |
$141K - $145K
|
36.2K
$1.06M
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4.74K- 99.87% |
$132K - $136K
|
6
$175
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.52KNew |
$210K - $215K
|
7.52K
$219K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-62.5K- 79.28% |
$1.75M - $1.79M
|
16.3K
$475K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
384New |
$10.7K - $11K
|
384
$11.2K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 3.23% |
$27.9 - $28.6
|
32
$932
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
500New |
$14K - $14.3K
|
500
$14.6K
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-23.2K- 49.62% |
$648K - $664K
|
23.5K
$686K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
380New |
$10.6K - $10.9K
|
380
$11.1K
|