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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
775New |
$21.3K - $22.1K
|
775
$21.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.83K+ 8.85% |
$77.7K - $80.6K
|
34.8K
$975K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
29New |
$796 - $826
|
29
$813
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
101New |
$2.77K - $2.88K
|
101
$2.83K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 77.29% |
$66.3K - $68.8K
|
710
$19.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-148K- 56.64% |
$4.05M - $4.2M
|
113K
$3.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
292New |
$8.01K - $8.32K
|
292
$8.18K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.15K+ 3.46% |
$59.1K - $61.3K
|
64.3K
$1.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-89- 0.82% |
$2.44K - $2.53K
|
10.7K
$300K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
53+ 0.54% |
$1.45K - $1.51K
|
9.96K
$279K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.5KNew |
$123K - $128K
|
4.5K
$126K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17New |
$466 - $484
|
17
$476
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-10- 14.49% |
$274 - $285
|
59
$1.65K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.04K+ 8.25% |
$28.5K - $29.6K
|
13.6K
$382K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
893+ 1175.0% |
$24.5K - $25.4K
|
969
$27.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
11KNew |
$302K - $313K
|
11K
$308K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-483- 3.34% |
$13.3K - $13.8K
|
14K
$391K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
975New |
$26.8K - $27.8K
|
975
$27.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
26+ 0.18% |
$713 - $740
|
14.4K
$403K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
6.89K+ 6.08% |
$189K - $196K
|
120K
$3.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
344New |
$9.44K - $9.8K
|
344
$9.64K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
11.1K+ 4.61% |
$304K - $315K
|
251K
$7.04M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.71KClosed |
$105K - $109K
|
0
$0
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-17.9KClosed |
$506K - $524K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.9KNew |
$364K - $377K
|
12.9K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.6KNew |
$327K - $339K
|
11.6K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.4KNew |
$435K - $450K
|
15.4K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.8KNew |
$363K - $376K
|
12.8K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
34.7K+ 77.33% |
$981K - $1.02M
|
79.6K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.91KNew |
$252K - $261K
|
8.91K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
10.3KNew |
$292K - $302K
|
10.3K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
802New |
$22.7K - $23.5K
|
802
$22.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28New |
$792 - $819
|
28
$785
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-51.2K- 42.29% |
$1.45M - $1.5M
|
69.8K
$1.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
80New |
$2.26K - $2.34K
|
80
$2.24K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
23.6KNew |
$668K - $692K
|
23.6K
$662K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.42KNew |
$125K - $129K
|
4.42K
$124K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
286K+ 3440.92% |
$8.08M - $8.36M
|
294K
$8.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
444KNew |
$12.6M - $13M
|
444K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-70- 1.76% |
$1.98K - $2.05K
|
3.92K
$110K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
396New |
$11.2K - $11.6K
|
396
$11.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.52K- 11.15% |
$71.4K - $73.8K
|
20.1K
$563K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-21K- 70.48% |
$594K - $615K
|
8.8K
$247K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-156K- 93.24% |
$4.4M - $4.55M
|
11.3K
$316K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-980- 90.74% |
$27.7K - $28.7K
|
100
$2.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-22.8K- 68.86% |
$644K - $666K
|
10.3K
$288K
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
499KNew |
$14.1M - $14.6M
|
499K
$14M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-213- 0.6% |
$6.02K - $6.23K
|
35.1K
$984K
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50.4KClosed |
$1.4M - $1.47M
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
29KNew |
$807K - $845K
|
29K
$812K
|
|