Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Spdr Portfolio Int (SPTI)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Int (SPTI) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO INT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
23K+ 35.99% |
$641K - $670K
|
86.8K
$2.42M
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
22.9K+ 23.19% |
$638K - $668K
|
122K
$3.39M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
22.6KNew |
$630K - $660K
|
22.6K
$630K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
22.5KNew |
$627K - $656K
|
22.5K
$627K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.9KNew |
$611K - $639K
|
21.9K
$611K
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
20.1K+ 7.07% |
$559K - $585K
|
304K
$8.47M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19K+ 38.38% |
$529K - $554K
|
68.5K
$1.91M
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18.9K+ 24.3% |
$526K - $550K
|
96.5K
$2.69M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.9KNew |
$499K - $522K
|
17.9K
$499K
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
17KNew |
$474K - $496K
|
17K
$474K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 37.6% |
$472K - $494K
|
62K
$1.73M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.9KNew |
$416K - $435K
|
14.9K
$416K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
14.1KNew |
$393K - $411K
|
14.1K
$393K
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
13.7KNew |
$383K - $401K
|
13.7K
$383K
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
13.3K+ 2.87% |
$371K - $389K
|
478K
$13.3M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
12.9K+ 142.06% |
$359K - $375K
|
21.9K
$611K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12.7K+ 23.46% |
$354K - $371K
|
66.9K
$1.86M
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
12.6K+ 26.66% |
$352K - $368K
|
59.9K
$1.67M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.6K+ 136.71% |
$351K - $367K
|
21.8K
$608K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.4K+ 29.4% |
$316K - $331K
|
50K
$1.39M
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10.7KNew |
$297K - $311K
|
10.7K
$297K
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
10.4KNew |
$288K - $302K
|
10.4K
$288K
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.28K+ 4.17% |
$259K - $270K
|
232K
$6.46M
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
8.31KNew |
$232K - $242K
|
8.31K
$232K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.95K+ 58.14% |
$221K - $232K
|
21.6K
$602K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.95K+ 3.78% |
$221K - $232K
|
218K
$6.08M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.68K+ 70.56% |
$214K - $224K
|
18.6K
$517K
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.24KNew |
$202K - $211K
|
7.24K
$202K
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.12KNew |
$198K - $208K
|
7.12K
$198K
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.96KNew |
$194K - $203K
|
6.96K
$194K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
6.73K+ 5.13% |
$188K - $196K
|
138K
$3.84M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.72K+ 0.31% |
$187K - $196K
|
2.18M
$60.6M
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.07K+ 22.76% |
$141K - $148K
|
27.3K
$761K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.68KNew |
$130K - $136K
|
4.68K
$130K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.49KNew |
$125K - $131K
|
4.49K
$125K
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
4.45K+ 36.18% |
$124K - $130K
|
16.8K
$467K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.28K+ 1.96% |
$119K - $125K
|
222K
$6.2M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.23K+ 6.33% |
$118K - $123K
|
71K
$1.98M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.03KNew |
$112K - $118K
|
4.03K
$112K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.99KNew |
$111K - $116K
|
3.99K
$111K
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3.97K+ 0.51% |
$111K - $116K
|
778K
$21.7M
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
3.91K+ 2.86% |
$109K - $114K
|
141K
$3.93M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.71KNew |
$103K - $108K
|
3.71K
$103K
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.45K+ 3.5% |
$96.2K - $101K
|
102K
$2.85M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.43K+ 3.85% |
$95.6K - $100K
|
92.5K
$2.58M
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.25K+ 8.29% |
$90.6K - $94.8K
|
42.5K
$1.18M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.69KNew |
$75K - $78.5K
|
2.69K
$75K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.61K+ 19.49% |
$72.8K - $76.2K
|
16K
$446K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
2.36KNew |
$65.7K - $68.7K
|
2.36K
$65.7K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.17K+ 2.15% |
$60.4K - $63.2K
|
103K
$2.87M
|