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 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
98+ 0.46% |
$2.7K - $2.76K
|
21.4K
$596K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.96KClosed |
$136K - $140K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
78.5KNew |
$2.16M - $2.21M
|
78.5K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
289New |
$7.95K - $8.14K
|
289
$8.03K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.73KNew |
$240K - $246K
|
8.73K
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-28.7K- 3.12% |
$788K - $807K
|
891K
$24.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-120- 1.61% |
$3.3K - $3.38K
|
7.33K
$204K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.01K- 9.0% |
$27.8K - $28.4K
|
10.2K
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27K+ 3.98% |
$743K - $761K
|
706K
$19.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.23KNew |
$116K - $119K
|
4.23K
$118K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.26K- 80.89% |
$62.3K - $63.8K
|
535
$14.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$55 - $56.3
|
2
$55.6
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12.7K- 99.3% |
$349K - $357K
|
90
$2.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
908+ 2.83% |
$25K - $25.6K
|
33K
$917K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.76K+ 29.01% |
$75.8K - $77.6K
|
12.3K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-2.42K- 21.82% |
$66.4K - $68K
|
8.66K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.44K+ 4.32% |
$94.5K - $96.7K
|
83K
$2.31M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6New |
$165 - $169
|
6
$167
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.77K+ 25.92% |
$48.7K - $49.9K
|
8.61K
$239K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-353- 6.87% |
$9.71K - $9.94K
|
4.78K
$133K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.06K- 3.61% |
$56.6K - $57.9K
|
55K
$1.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
852New |
$23.4K - $24K
|
852
$23.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-223- 1.33% |
$6.13K - $6.28K
|
16.5K
$459K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
30+ 0.37% |
$825 - $845
|
8.1K
$225K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.29K+ 21.85% |
$200K - $205K
|
40.6K
$1.13M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
226New |
$6.22K - $6.36K
|
226
$6.28K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-11.9K- 35.8% |
$327K - $335K
|
21.3K
$593K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 4.45% |
$660 - $676
|
563
$15.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
145+ 0.86% |
$3.99K - $4.08K
|
17K
$472K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
354+ 931.58% |
$9.74K - $9.97K
|
392
$10.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$27.6K - $28.2K
|
1K
$27.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-66- 0.87% |
$1.82K - $1.86K
|
7.5K
$209K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-23.4K- 9.13% |
$644K - $660K
|
233K
$6.49M
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-124- 2.29% |
$3.46K - $3.55K
|
5.29K
$147K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.16K- 13.16% |
$32.4K - $33.2K
|
7.65K
$213K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.18K- 65.15% |
$117K - $120K
|
2.24K
$62.1K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
96New |
$2.68K - $2.75K
|
96
$2.67K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.85K+ 6.44% |
$51.8K - $53.1K
|
30.6K
$852K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.41K+ 65.7% |
$263K - $270K
|
23.7K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-138- 50.0% |
$3.86K - $3.95K
|
138
$3.84K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.79K- 38.54% |
$162K - $166K
|
9.23K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.6K+ 6.28% |
$743K - $761K
|
450K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.1K+ 41.51% |
$814K - $834K
|
99.3K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
113New |
$3.16K - $3.24K
|
113
$3.14K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.16KNew |
$200K - $205K
|
7.16K
$199K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 66.67% |
$168 - $172
|
3
$83.4
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2K- 64.13% |
$55.9K - $57.3K
|
1.12K
$31.1K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.6KNew |
$353K - $362K
|
12.6K
$351K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4.74K- 99.87% |
$132K - $136K
|
6
$167
|
|