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
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-79.3K- 30.25% |
$2.19M - $2.27M
|
183K
$5.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-81.5K- 6.81% |
$2.25M - $2.33M
|
1.12M
$31.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-82.3K- 37.41% |
$2.27M - $2.35M
|
138K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-102K- 15.65% |
$2.82M - $2.92M
|
550K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-123K- 50.15% |
$3.4M - $3.51M
|
122K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-130K- 55.91% |
$3.59M - $3.71M
|
102K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-143K- 0.37% |
$3.95M - $4.09M
|
38.2M
$1.09B
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-143K- 6.55% |
$3.96M - $4.09M
|
2.04M
$58.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-154K- 27.66% |
$4.26M - $4.41M
|
403K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-160K- 5.57% |
$4.43M - $4.59M
|
2.72M
$77.6M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-180K- 15.75% |
$4.97M - $5.14M
|
962K
$27.4M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-204K- 42.13% |
$5.64M - $5.83M
|
280K
$7.99M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-210K- 99.62% |
$5.81M - $6.01M
|
806
$23K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-217K- 62.35% |
$5.99M - $6.19M
|
131K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-231K- 32.86% |
$6.39M - $6.61M
|
473K
$13.5M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-233K- 20.42% |
$6.44M - $6.66M
|
908K
$25.9M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-261K- 15.05% |
$7.2M - $7.45M
|
1.47M
$42M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-373K- 12.67% |
$10.3M - $10.7M
|
2.57M
$73.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-409K- 9.23% |
$11.3M - $11.7M
|
4.02M
$115M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.16M- 94.64% |
$32.2M - $33.3M
|
66K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.42M- 98.37% |
$39.3M - $40.7M
|
23.5K
$671K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.75M- 81.61% |
$48.3M - $49.9M
|
393K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.85M- 35.85% |
$51.2M - $52.9M
|
3.31M
$94.4M
|