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 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.95K+ 10.83% |
$54.3K - $56.9K
|
20K
$556K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.94KNew |
$54.2K - $56.7K
|
1.94K
$54.2K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.9KNew |
$53K - $55.4K
|
1.9K
$53K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.64K+ 92.77% |
$45.8K - $47.9K
|
3.41K
$95.1K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.13K+ 4.6% |
$31.4K - $32.9K
|
25.7K
$716K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.06K+ 4.55% |
$29.5K - $30.9K
|
24.4K
$679K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
732+ 2.86% |
$20.4K - $21.3K
|
26.3K
$734K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
729+ 5607.69% |
$20.3K - $21.3K
|
742
$20.7K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
657+ 32850.0% |
$18.3K - $19.2K
|
659
$18.4K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
585+ 1.35% |
$16.3K - $17.1K
|
44K
$1.23M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
584New |
$16.3K - $17K
|
584
$16.3K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
555New |
$15.5K - $16.2K
|
555
$15.5K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
430+ 3.9% |
$12K - $12.5K
|
11.5K
$319K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
379+ 0.2% |
$10.6K - $11.1K
|
187K
$5.22M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
335+ 0.51% |
$9.34K - $9.77K
|
65.9K
$1.84M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
250New |
$6.97K - $7.29K
|
250
$6.97K
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
236+ 0.8% |
$6.58K - $6.88K
|
29.9K
$834K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
234+ 6.13% |
$6.52K - $6.82K
|
4.05K
$113K
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
213+ 0.61% |
$5.94K - $6.21K
|
35.3K
$985K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
185New |
$5.16K - $5.39K
|
185
$5.16K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
167New |
$4.65K - $4.87K
|
167
$4.65K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
166New |
$4.63K - $4.84K
|
166
$4.63K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
153+ 12.55% |
$4.26K - $4.46K
|
1.37K
$38.2K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
143New |
$3.99K - $4.17K
|
143
$3.99K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
82New |
$2.29K - $2.39K
|
82
$2.29K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
79New |
$2.2K - $2.3K
|
79
$2.2K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55+ 57.89% |
$1.53K - $1.6K
|
150
$4.18K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
25New |
$697 - $729
|
25
$697
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11+ 0.71% |
$307 - $321
|
1.56K
$43.4K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$307 - $321
|
11
$307
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 0.07% |
$139 - $146
|
7.01K
$195K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 10.53% |
$55.7 - $58.3
|
21
$585
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 50.0% |
$55.7 - $58.3
|
2
$55.7
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-19- 0.06% |
$530 - $554
|
31.6K
$879K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 0.04% |
$697 - $729
|
70K
$1.95M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-37- 3.15% |
$1.03K - $1.08K
|
1.14K
$31.7K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-61- 2.13% |
$1.7K - $1.78K
|
2.8K
$78.1K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-64- 81.01% |
$1.78K - $1.87K
|
15
$418
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-121- 44.65% |
$3.37K - $3.53K
|
150
$4.18K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-201- 0.35% |
$5.6K - $5.86K
|
57K
$1.59M
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-250Closed |
$6.97K - $7.29K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-310- 2.04% |
$8.64K - $9.04K
|
14.9K
$416K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-314Closed |
$8.75K - $9.16K
|
0
$0
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-318- 87.85% |
$8.86K - $9.27K
|
44
$1.23K
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-322- 1.09% |
$8.97K - $9.39K
|
29.2K
$813K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-370- 35.82% |
$10.3K - $10.8K
|
663
$18.5K
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-438- 1.51% |
$12.2K - $12.8K
|
28.6K
$798K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-460- 11.82% |
$12.8K - $13.4K
|
3.43K
$95.6K
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-531- 1.74% |
$14.8K - $15.5K
|
29.9K
$834K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-541- 57.98% |
$15.1K - $15.8K
|
392
$10.9K
|