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 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-589- 5.96% |
$16.4K - $17.2K
|
9.29K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-667- 12.66% |
$18.6K - $19.4K
|
4.6K
$128K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-712- 16.78% |
$19.8K - $20.8K
|
3.53K
$98.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-780- 2.73% |
$21.7K - $22.7K
|
27.8K
$774K
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.2K- 3.45% |
$33.4K - $35K
|
33.6K
$936K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.23K- 71.42% |
$34.3K - $35.9K
|
493
$13.7K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.76K- 2.59% |
$48.9K - $51.2K
|
65.9K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.19K- 17.34% |
$60.9K - $63.7K
|
10.4K
$290K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.2K- 1.2% |
$61.2K - $64K
|
181K
$5.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.35K- 13.24% |
$65.6K - $68.6K
|
15.4K
$429K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.42K- 19.04% |
$67.3K - $70.4K
|
10.3K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.6K- 21.2% |
$72.5K - $75.9K
|
9.67K
$270K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.88K- 1.31% |
$80.4K - $84.1K
|
218K
$6.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.49K- 8.69% |
$97.1K - $102K
|
36.6K
$1.02M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.99K- 45.03% |
$111K - $116K
|
4.87K
$136K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.56K- 3.54% |
$127K - $133K
|
124K
$3.46M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.64K- 89.24% |
$129K - $135K
|
559
$15.6K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-5.59K- 40.74% |
$156K - $163K
|
8.13K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.29K- 23.37% |
$175K - $183K
|
20.6K
$575K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-8.72K- 43.71% |
$243K - $254K
|
11.2K
$313K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.93K- 1.98% |
$249K - $260K
|
442K
$12.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-10.3K- 50.38% |
$286K - $299K
|
10.1K
$282K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.7K- 37.4% |
$327K - $343K
|
19.7K
$548K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-12.6K- 7.39% |
$350K - $366K
|
157K
$4.39M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.9K- 32.98% |
$358K - $375K
|
26.1K
$728K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-13.7K- 33.37% |
$382K - $399K
|
27.3K
$762K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-13.9K- 25.38% |
$387K - $405K
|
40.8K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-14.2K- 6.71% |
$395K - $413K
|
197K
$5.49M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.6K- 60.34% |
$406K - $424K
|
9.57K
$267K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-16.9K- 38.92% |
$470K - $492K
|
26.5K
$738K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18.8K- 47.27% |
$524K - $548K
|
21K
$585K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18.8K- 47.27% |
$524K - $548K
|
21K
$585K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-19.8K- 55.37% |
$553K - $578K
|
16K
$445K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-23.9K- 31.51% |
$666K - $697K
|
52K
$1.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-26.8K- 9.27% |
$748K - $783K
|
263K
$7.32M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.2K- 69.58% |
$842K - $881K
|
13.2K
$368K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.2K- 69.58% |
$842K - $881K
|
13.2K
$368K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-33.3K- 90.7% |
$929K - $972K
|
3.42K
$95.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-40.3K- 83.28% |
$1.12M - $1.18M
|
8.1K
$226K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-47.9K- 55.49% |
$1.33M - $1.4M
|
38.4K
$1.07M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-50.4KClosed |
$1.4M - $1.47M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-59.3K- 13.75% |
$1.65M - $1.73M
|
372K
$10.4M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-86.5K- 23.13% |
$2.41M - $2.52M
|
288K
$8.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-132K- 52.34% |
$3.67M - $3.84M
|
120K
$3.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-137K- 31.39% |
$3.82M - $4M
|
300K
$8.35M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-176K- 86.66% |
$4.89M - $5.12M
|
27K
$753K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-193K- 14.74% |
$5.37M - $5.61M
|
1.11M
$31M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-203K- 79.61% |
$5.66M - $5.93M
|
52.1K
$1.45M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-207K- 75.37% |
$5.77M - $6.03M
|
67.6K
$1.89M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-377K- 69.87% |
$10.5M - $11M
|
163K
$4.53M
|