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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
93.8KNew |
$2.62M - $2.69M
|
93.8K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.1K+ 41.51% |
$814K - $834K
|
99.3K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.6K+ 6.28% |
$743K - $761K
|
450K
$12.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
22.7K+ 1.41% |
$634K - $650K
|
1.63M
$46.7M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.6KNew |
$353K - $362K
|
12.6K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.41K+ 65.7% |
$263K - $270K
|
23.7K
$679K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.17K+ 88.1% |
$173K - $177K
|
13.2K
$377K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.06K+ 16.22% |
$141K - $145K
|
36.2K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.47KNew |
$97K - $99.4K
|
3.47K
$99.2K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.85K+ 6.44% |
$51.8K - $53.1K
|
30.6K
$876K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
985New |
$27.5K - $28.2K
|
985
$28.2K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
500New |
$14K - $14.3K
|
500
$14.3K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
384New |
$10.7K - $11K
|
384
$11K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
280New |
$7.82K - $8.02K
|
280
$8.01K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
168New |
$4.69K - $4.81K
|
168
$4.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
113New |
$3.16K - $3.24K
|
113
$3.23K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
96New |
$2.68K - $2.75K
|
96
$2.74K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
54New |
$1.51K - $1.55K
|
54
$1.54K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 3.23% |
$27.9 - $28.6
|
32
$915
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
141KNew |
$3.8M - $4.03M
|
141K
$4.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
21.3KNew |
$577K - $611K
|
21.3K
$609K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
16.9KNew |
$458K - $485K
|
16.9K
$485K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$385K - $408K
|
14.2K
$407K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
12.6KNew |
$341K - $361K
|
12.6K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10KNew |
$271K - $287K
|
10K
$287K
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
8.93KNew |
$241K - $256K
|
8.93K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.2KNew |
$222K - $235K
|
8.2K
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.1KNew |
$219K - $232K
|
8.1K
$231K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.89K+ 49.33% |
$213K - $226K
|
23.9K
$683K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.37KNew |
$199K - $211K
|
7.37K
$211K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.31KNew |
$198K - $209K
|
7.31K
$209K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.62KNew |
$43.7K - $46.3K
|
1.62K
$46.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.58K+ 1.24% |
$42.8K - $45.4K
|
129K
$3.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.39K+ 15.55% |
$37.7K - $39.9K
|
10.4K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
497New |
$13.4K - $14.2K
|
497
$14.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
496New |
$13.4K - $14.2K
|
496
$14.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
383New |
$10.4K - $11K
|
383
$10.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
380New |
$10.3K - $10.9K
|
380
$10.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
198New |
$5.36K - $5.67K
|
198
$5.66K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
188New |
$5.09K - $5.38K
|
188
$5.37K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
73New |
$1.97K - $2.09K
|
73
$2.09K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
62New |
$1.68K - $1.78K
|
62
$1.77K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
33New |
$893 - $945
|
33
$943
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5New |
$135 - $143
|
5
$143
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
75KNew |
$2.06M - $2.14M
|
75K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
33.9KNew |
$930K - $965K
|
33.9K
$969K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
30.1KNew |
$826K - $857K
|
30.1K
$861K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
11.1K+ 4.61% |
$304K - $315K
|
251K
$7.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
11KNew |
$302K - $313K
|
11K
$314K
|
|