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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-2.33K- 8.12% |
$64.5K - $66.7K
|
26.4K
$753K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 33.03% |
$76.8K - $79.4K
|
5.63K
$161K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.67K- 27.05% |
$101K - $105K
|
9.89K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.7K- 20.17% |
$102K - $106K
|
14.6K
$418K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.73K- 24.8% |
$103K - $107K
|
11.3K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-4.02K- 1.05% |
$111K - $115K
|
377K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.13K- 14.71% |
$114K - $118K
|
24K
$684K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.17K- 7.47% |
$115K - $119K
|
51.7K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.2K- 13.82% |
$116K - $120K
|
26.2K
$747K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-4.34K- 19.44% |
$120K - $124K
|
18K
$512K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-5.35K- 13.55% |
$148K - $153K
|
34.2K
$974K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.87K- 4.11% |
$162K - $168K
|
137K
$3.91M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.02K- 92.85% |
$166K - $172K
|
463
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.91K- 22.53% |
$191K - $197K
|
23.8K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-7.75K- 37.54% |
$214K - $222K
|
12.9K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-7.82K- 12.04% |
$216K - $224K
|
57.1K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-8.02K- 29.26% |
$222K - $229K
|
19.4K
$553K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-8.08K- 27.08% |
$223K - $231K
|
21.8K
$621K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.18K- 32.87% |
$226K - $234K
|
16.7K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-8.5K- 2.12% |
$235K - $243K
|
392K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-8.75K- 10.52% |
$242K - $250K
|
74.4K
$2.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12K- 4.05% |
$332K - $343K
|
284K
$8.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-12.3K- 28.27% |
$341K - $353K
|
31.3K
$893K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-12.4K- 3.9% |
$342K - $353K
|
304K
$8.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12.8K- 7.63% |
$353K - $365K
|
155K
$4.41M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-13.7K- 19.7% |
$378K - $391K
|
55.7K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-13.7K- 22.19% |
$379K - $392K
|
48.1K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-15.2K- 14.08% |
$420K - $434K
|
92.6K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-15.5K- 52.26% |
$428K - $442K
|
14.1K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-15.9K- 60.34% |
$439K - $454K
|
10.4K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-16.4K- 52.55% |
$455K - $470K
|
14.8K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-17K- 1.03% |
$469K - $485K
|
1.63M
$46.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-18.1K- 0.4% |
$500K - $517K
|
4.5M
$128M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-19K- 32.7% |
$524K - $542K
|
39K
$1.11M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-19.1K- 6.42% |
$527K - $545K
|
278K
$7.93M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.7K- 6.93% |
$543K - $562K
|
264K
$7.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-21K- 7.05% |
$581K - $601K
|
277K
$7.91M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-23.9K- 3.87% |
$660K - $683K
|
593K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-29.8K- 76.06% |
$824K - $852K
|
9.38K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-31.6K- 44.62% |
$874K - $903K
|
39.2K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.6K- 2.29% |
$930K - $962K
|
1.44M
$41M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-35.4K- 50.0% |
$980K - $1.01M
|
35.4K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-35.5K- 5.13% |
$981K - $1.01M
|
657K
$18.7M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-44.7K- 9.31% |
$1.23M - $1.28M
|
435K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-45.1K- 26.16% |
$1.25M - $1.29M
|
127K
$3.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-45.9K- 12.67% |
$1.27M - $1.31M
|
316K
$9.02M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-65.2K- 1.97% |
$1.8M - $1.86M
|
3.25M
$92.6M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-67.4K- 22.32% |
$1.86M - $1.93M
|
235K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-68.3K- 37.89% |
$1.89M - $1.95M
|
112K
$3.19M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-70.6K- 2.22% |
$1.95M - $2.02M
|
3.12M
$88.8M
|