Latest Institutional Purchases of Spdr Ser Tr Spdr Portfolio Int (SPTI)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Int (SPTI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.37KNew |
$199K - $211K
|
7.37K
$215K
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.31KNew |
$198K - $209K
|
7.31K
$213K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.61KNew |
$125K - $132K
|
4.61K
$135K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.93KNew |
$79.1K - $83.8K
|
2.93K
$85.4K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.38K+ 7.96% |
$64.4K - $68.1K
|
32.3K
$942K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.62KNew |
$43.7K - $46.3K
|
1.62K
$47.2K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.58K+ 1.24% |
$42.8K - $45.4K
|
129K
$3.76M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.49KNew |
$40.2K - $42.5K
|
1.49K
$43.4K
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.39K+ 15.55% |
$37.7K - $39.9K
|
10.4K
$302K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
550+ 4.27% |
$14.9K - $15.8K
|
13.4K
$392K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
497New |
$13.4K - $14.2K
|
497
$14.5K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
496New |
$13.4K - $14.2K
|
496
$14.5K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
383New |
$10.4K - $11K
|
383
$11.2K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
380New |
$10.3K - $10.9K
|
380
$11.1K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
203New |
$5.49K - $5.81K
|
203
$5.93K
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
198New |
$5.36K - $5.67K
|
198
$5.78K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
188New |
$5.09K - $5.38K
|
188
$5.49K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
73New |
$1.97K - $2.09K
|
73
$2.13K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
62New |
$1.68K - $1.78K
|
62
$1.81K
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
54+ 3.16% |
$1.46K - $1.55K
|
1.76K
$51.5K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
33New |
$893 - $945
|
33
$964
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5New |
$135 - $143
|
5
$146
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.17% |
$27.1 - $28.6
|
589
$17.2K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
75KNew |
$2.06M - $2.14M
|
75K
$2.19M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40KNew |
$1.1M - $1.14M
|
40K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
33.9KNew |
$930K - $965K
|
33.9K
$990K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
30.1KNew |
$826K - $857K
|
30.1K
$879K
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
11.1K+ 4.61% |
$304K - $315K
|
251K
$7.33M
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
11KNew |
$302K - $313K
|
11K
$321K
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
6.89K+ 6.08% |
$189K - $196K
|
120K
$3.51M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.5KNew |
$123K - $128K
|
4.5K
$131K
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.83K+ 8.85% |
$77.7K - $80.6K
|
34.8K
$1.02M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.15K+ 3.46% |
$59.1K - $61.3K
|
64.3K
$1.88M
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.04K+ 8.25% |
$28.5K - $29.6K
|
13.6K
$398K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
975New |
$26.8K - $27.8K
|
975
$28.5K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
893+ 1175.0% |
$24.5K - $25.4K
|
969
$28.3K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
775New |
$21.3K - $22.1K
|
775
$22.6K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
344New |
$9.44K - $9.8K
|
344
$10K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
292New |
$8.01K - $8.32K
|
292
$8.53K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
101New |
$2.77K - $2.88K
|
101
$2.95K
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
53+ 0.54% |
$1.45K - $1.51K
|
9.96K
$291K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
29New |
$796 - $826
|
29
$847
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26New |
$713 - $740
|
26
$759
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
26+ 0.18% |
$713 - $740
|
14.4K
$420K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17New |
$466 - $484
|
17
$496
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
499KNew |
$14.1M - $14.6M
|
499K
$14.6M
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
444KNew |
$12.6M - $13M
|
444K
$13M
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
286K+ 3440.92% |
$8.08M - $8.36M
|
294K
$8.59M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
34.7K+ 77.33% |
$981K - $1.02M
|
79.6K
$2.32M
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
23.6KNew |
$668K - $692K
|
23.6K
$690K
|