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 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8.39KNew |
$233K - $245K
|
8.39K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-6.31K- 74.25% |
$176K - $185K
|
2.19K
$62.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-800- 10.03% |
$22.2K - $23.4K
|
7.18K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
90New |
$2.5K - $2.63K
|
90
$2.56K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15.8KNew |
$441K - $464K
|
15.8K
$451K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.8KNew |
$77.9K - $82K
|
2.8K
$79.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.69KNew |
$47K - $49.5K
|
1.69K
$48.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
163K+ 78.59% |
$4.52M - $4.76M
|
369K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.16K+ 1.49% |
$171K - $180K
|
421K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.7KNew |
$297K - $313K
|
10.7K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.13K- 85.75% |
$170K - $179K
|
1.02K
$29K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
34.2KNew |
$952K - $1M
|
34.2K
$974K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3- 0.67% |
$83.4 - $87.8
|
443
$12.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.17% |
$27.8 - $29.3
|
590
$16.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-3.85K- 27.89% |
$107K - $113K
|
9.96K
$283K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
6.92KNew |
$192K - $202K
|
6.92K
$197K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.82K+ 3.84% |
$78.3K - $82.5K
|
76.3K
$2.17M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
115New |
$3.2K - $3.36K
|
115
$3.27K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9.18KNew |
$252K - $259K
|
9.18K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
16.5KNew |
$454K - $465K
|
16.5K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.9KNew |
$272K - $279K
|
9.9K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
356New |
$9.79K - $10K
|
356
$10.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
390KNew |
$10.7M - $11M
|
390K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-169- 0.1% |
$4.65K - $4.76K
|
162K
$4.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$342K - $350K
|
12.4K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
168KNew |
$4.63M - $4.74M
|
168K
$4.79M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
64.8KNew |
$1.78M - $1.82M
|
64.8K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-820- 77.5% |
$22.6K - $23.1K
|
238
$6.77K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
98+ 0.46% |
$2.7K - $2.76K
|
21.4K
$609K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.96KClosed |
$136K - $140K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
289New |
$7.95K - $8.14K
|
289
$8.22K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-28.7K- 3.12% |
$788K - $807K
|
891K
$25.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-120- 1.61% |
$3.3K - $3.38K
|
7.33K
$208K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.01K- 9.0% |
$27.8K - $28.4K
|
10.2K
$290K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.26K- 80.89% |
$62.3K - $63.8K
|
535
$15.2K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27K+ 3.98% |
$743K - $761K
|
706K
$20.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.23KNew |
$116K - $119K
|
4.23K
$120K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
908+ 2.83% |
$25K - $25.6K
|
33K
$938K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-2.42K- 21.82% |
$66.4K - $68K
|
8.66K
$246K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.76K+ 29.01% |
$75.8K - $77.6K
|
12.3K
$349K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$55 - $56.3
|
2
$56.9
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.44K+ 4.32% |
$94.5K - $96.7K
|
83K
$2.36M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6New |
$165 - $169
|
6
$171
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.06K- 3.61% |
$56.6K - $57.9K
|
55K
$1.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
30+ 0.37% |
$825 - $845
|
8.1K
$230K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
852New |
$23.4K - $24K
|
852
$24.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-223- 1.33% |
$6.13K - $6.28K
|
16.5K
$470K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
145+ 0.86% |
$3.99K - $4.08K
|
17K
$483K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
354+ 931.58% |
$9.74K - $9.97K
|
392
$11.1K
|
|