Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-17.7K- 8.63% |
$495K - $507K
|
187K
$5.25M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.6K- 10.66% |
$603K - $619K
|
181K
$5.07M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-21.7K- 62.99% |
$607K - $623K
|
12.8K
$358K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-23.2K- 49.62% |
$648K - $664K
|
23.5K
$660K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28.9K- 3.27% |
$808K - $828K
|
855K
$24M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-37K- 33.52% |
$1.03M - $1.06M
|
73.4K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.8KClosed |
$1.17M - $1.2M
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-45K- 63.51% |
$1.26M - $1.29M
|
25.9K
$725K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-47.6K- 73.16% |
$1.33M - $1.36M
|
17.5K
$490K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-51.1K- 18.26% |
$1.43M - $1.46M
|
229K
$6.41M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.4K- 6.0% |
$1.44M - $1.47M
|
805K
$22.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-53K- 76.55% |
$1.48M - $1.52M
|
16.2K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54K- 56.34% |
$1.51M - $1.55M
|
41.8K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-56.7K- 7.99% |
$1.58M - $1.62M
|
652K
$18.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-58.3K- 53.99% |
$1.63M - $1.67M
|
49.7K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-61.4K- 30.86% |
$1.72M - $1.76M
|
138K
$3.86M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-62.5K- 79.28% |
$1.75M - $1.79M
|
16.3K
$457K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-78.1K- 31.98% |
$2.18M - $2.24M
|
166K
$4.66M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-79K- 35.65% |
$2.21M - $2.26M
|
143K
$4M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-80.4K- 65.8% |
$2.25M - $2.3M
|
41.8K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-101K- 46.07% |
$2.83M - $2.9M
|
119K
$3.32M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-112K- 19.44% |
$3.12M - $3.2M
|
463K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-155K- 15.03% |
$4.34M - $4.45M
|
878K
$24.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-155K- 15.03% |
$4.34M - $4.45M
|
878K
$24.6M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-170K- 14.35% |
$4.76M - $4.88M
|
1.02M
$28.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-181K- 74.96% |
$5.06M - $5.19M
|
60.5K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-213K- 52.21% |
$5.96M - $6.11M
|
195K
$5.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-223K- 88.88% |
$6.23M - $6.38M
|
27.9K
$781K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-264K- 91.81% |
$7.39M - $7.57M
|
23.6K
$661K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-345K- 11.25% |
$9.64M - $9.89M
|
2.72M
$76.3M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-403K- 55.1% |
$11.3M - $11.5M
|
328K
$9.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-798K- 47.61% |
$22.3M - $22.8M
|
878K
$24.6M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.05M- 98.58% |
$29.3M - $30.1M
|
15.1K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.03M- 94.56% |
$56.8M - $58.2M
|
117K
$3.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.07M- 90.3% |
$57.8M - $59.2M
|
222K
$6.22M
|