Purchases and Sales Made in Q1 2025 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 2025. 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 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
14.6K+ 4.39% |
$402K - $416K
|
346K
$9.87M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 2.48% |
$399K - $412K
|
595K
$17M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
13.5K+ 2.7% |
$373K - $386K
|
512K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
13.3K+ 14.71% |
$369K - $381K
|
104K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
12.8K+ 4.45% |
$353K - $365K
|
300K
$8.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
12.6K+ 6.05% |
$349K - $361K
|
222K
$6.32M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12K+ 1687.61% |
$331K - $342K
|
12.7K
$362K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.9K+ 73.31% |
$329K - $340K
|
28.1K
$801K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.2K+ 3.09% |
$309K - $319K
|
373K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
11.1K+ 2.59% |
$307K - $318K
|
440K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11K+ 19.42% |
$304K - $314K
|
67.5K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$285K - $295K
|
10.3K
$294K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
10.2K+ 66.59% |
$281K - $291K
|
25.5K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
9.99K+ 9.89% |
$276K - $286K
|
111K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.76K+ 55.76% |
$270K - $279K
|
27.3K
$778K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.27K+ 17.95% |
$256K - $265K
|
60.9K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
9.24K+ 4.01% |
$255K - $264K
|
240K
$6.83M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.24K+ 13.97% |
$255K - $264K
|
75.4K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9.09K+ 7.17% |
$251K - $260K
|
136K
$3.87M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
8.88KNew |
$245K - $254K
|
8.88K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.77KNew |
$242K - $251K
|
8.77K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
8.65K+ 75.06% |
$239K - $247K
|
20.2K
$575K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8.56K+ 17.69% |
$237K - $245K
|
56.9K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.93KNew |
$219K - $227K
|
7.93K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.41KNew |
$205K - $212K
|
7.41K
$211K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
7.21KNew |
$199K - $206K
|
7.21K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
7.11KNew |
$196K - $203K
|
7.11K
$203K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.09K+ 3.33% |
$196K - $202K
|
220K
$6.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.06K+ 23.14% |
$195K - $202K
|
37.6K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
7.05K+ 46.51% |
$195K - $202K
|
22.2K
$634K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
6.9K+ 18.52% |
$191K - $197K
|
44.2K
$1.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.9K+ 6.0% |
$191K - $197K
|
122K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.3KNew |
$146K - $151K
|
5.3K
$151K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
5.09K+ 23.52% |
$141K - $145K
|
26.7K
$762K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
4.05K+ 3.05% |
$112K - $116K
|
137K
$3.9M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.02K+ 39.6% |
$111K - $115K
|
14.2K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
3.71K+ 11.19% |
$103K - $106K
|
36.9K
$1.05M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.47K+ 12.35% |
$95.9K - $99.2K
|
31.6K
$900K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.4K+ 7.95% |
$94.1K - $97.3K
|
46.2K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.25K+ 8.96% |
$89.7K - $92.8K
|
39.5K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.13K+ 11.6% |
$86.4K - $89.3K
|
30.1K
$858K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.04K+ 2.97% |
$84.1K - $86.9K
|
106K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.99KNew |
$82.7K - $85.5K
|
2.99K
$85.3K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.91K+ 0.33% |
$80.4K - $83.2K
|
892K
$25.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 70.64% |
$77.5K - $80.1K
|
6.77K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.66K+ 14.43% |
$73.6K - $76.1K
|
21.1K
$602K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.61KNew |
$72.1K - $74.5K
|
2.61K
$74.4K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.45KNew |
$67.7K - $70K
|
2.45K
$69.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.29KNew |
$63.4K - $65.6K
|
2.29K
$65.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.27K+ 5.32% |
$62.7K - $64.8K
|
44.9K
$1.28M
|