Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.31K+ 3.24% |
$93.6K - $96.8K
|
105K
$2.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.99KNew |
$84.6K - $87.5K
|
2.99K
$83.1K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.44K+ 16.36% |
$69K - $71.4K
|
17.4K
$482K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.42K+ 340.42% |
$68.4K - $70.7K
|
3.13K
$86.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.25K+ 21.76% |
$63.7K - $65.9K
|
12.6K
$350K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.83K+ 10.9% |
$51.6K - $53.4K
|
18.6K
$516K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.48K+ 888.55% |
$41.7K - $43.2K
|
1.64K
$45.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.47K+ 2.09% |
$41.5K - $42.9K
|
71.5K
$1.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
1.37K+ 0.97% |
$38.8K - $40.1K
|
142K
$3.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.33K+ 96.65% |
$37.5K - $38.8K
|
2.7K
$75K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.29K+ 0.47% |
$36.5K - $37.8K
|
275K
$7.64M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.27K+ 4.65% |
$36K - $37.2K
|
28.6K
$795K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.03KNew |
$29.2K - $30.2K
|
1.03K
$28.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$28.4K - $29.3K
|
1K
$27.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
992+ 3.46% |
$28.1K - $29K
|
29.6K
$824K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
830+ 0.62% |
$23.5K - $24.3K
|
134K
$3.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
813+ 11.23% |
$23K - $23.8K
|
8.05K
$224K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
757+ 2.53% |
$21.4K - $22.1K
|
30.7K
$853K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
757+ 2.53% |
$21.4K - $22.1K
|
30.7K
$853K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
751+ 3.18% |
$21.2K - $22K
|
24.4K
$678K
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
545+ 1.33% |
$15.4K - $15.9K
|
41.4K
$1.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
432New |
$12.2K - $12.6K
|
432
$12K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
422New |
$11.9K - $12.3K
|
422
$11.7K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
400+ 102.04% |
$11.3K - $11.7K
|
792
$22K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
396New |
$11.2K - $11.6K
|
396
$11K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
360+ 40.91% |
$10.2K - $10.5K
|
1.24K
$34.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
314New |
$8.88K - $9.19K
|
314
$8.73K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
269+ 1.91% |
$7.61K - $7.87K
|
14.4K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
255+ 2.96% |
$7.21K - $7.46K
|
8.86K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
227+ 0.02% |
$6.42K - $6.64K
|
1.02M
$28.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
80New |
$2.26K - $2.34K
|
80
$2.22K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
65+ 147.73% |
$1.84K - $1.9K
|
109
$3.03K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
57+ 0.61% |
$1.61K - $1.67K
|
9.35K
$260K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
31New |
$877 - $907
|
31
$862
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
28New |
$792 - $819
|
28
$778
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 17.33% |
$735 - $761
|
176
$4.89K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 17.33% |
$735 - $761
|
176
$4.89K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 0.54% |
$622 - $644
|
4.07K
$113K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.09% |
$28.3 - $29.3
|
1.14K
$31.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-3- 0.01% |
$84.8 - $87.8
|
38.4K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-16- 0.03% |
$452 - $468
|
63.5K
$1.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-16- 18.82% |
$452 - $468
|
69
$1.92K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 8.94% |
$1.41K - $1.46K
|
509
$14.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-70- 1.76% |
$1.98K - $2.05K
|
3.92K
$109K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-100- 0.89% |
$2.83K - $2.93K
|
11.1K
$309K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-209- 2.07% |
$5.91K - $6.12K
|
9.91K
$275K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-213- 0.6% |
$6.02K - $6.23K
|
35.1K
$976K
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-249- 0.77% |
$7.04K - $7.29K
|
32K
$889K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-302- 12.11% |
$8.54K - $8.84K
|
2.19K
$60.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-315- 47.51% |
$8.91K - $9.22K
|
348
$9.67K
|