Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
590K+ 13.11% |
$16.6M - $17M
|
5.09M
$146M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
246K+ 2.43% |
$6.93M - $7.09M
|
10.3M
$296M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
150K+ 19.23% |
$4.24M - $4.34M
|
933K
$26.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
98K+ 8.32% |
$2.76M - $2.83M
|
1.28M
$36.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
87.6KNew |
$2.47M - $2.53M
|
87.6K
$2.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
67.2K+ 196.72% |
$1.9M - $1.94M
|
101K
$2.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
66.4K+ 42.98% |
$1.87M - $1.92M
|
221K
$6.32M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
63.9K+ 28.82% |
$1.8M - $1.84M
|
285K
$8.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
53KNew |
$1.5M - $1.53M
|
53K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
48.6K+ 9.18% |
$1.37M - $1.4M
|
577K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
43.4KNew |
$1.22M - $1.25M
|
43.4K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
41.3K+ 7.02% |
$1.17M - $1.19M
|
630K
$18M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
36K+ 12.68% |
$1.02M - $1.04M
|
320K
$9.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
35.7K+ 3.2% |
$1.01M - $1.03M
|
1.15M
$32.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
24.7KNew |
$698K - $714K
|
24.7K
$707K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
24.6KNew |
$693K - $709K
|
24.6K
$702K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
20.2KNew |
$569K - $581K
|
20.2K
$576K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
19.1K+ 15.39% |
$538K - $550K
|
143K
$4.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.8K+ 17.78% |
$529K - $541K
|
124K
$3.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$401K - $410K
|
14.2K
$407K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13.4KNew |
$379K - $388K
|
13.4K
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
11.2K+ 3.35% |
$315K - $322K
|
344K
$9.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.9KNew |
$308K - $315K
|
10.9K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
10.8K+ 4.7% |
$306K - $313K
|
242K
$6.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.5KNew |
$240K - $245K
|
8.5K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.02KNew |
$226K - $231K
|
8.02K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.87KNew |
$222K - $227K
|
7.87K
$225K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
7.78K+ 1.63% |
$220K - $224K
|
486K
$13.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
5.03K+ 0.98% |
$142K - $145K
|
517K
$14.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.46K+ 27.06% |
$126K - $129K
|
21K
$599K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.02K+ 9.4% |
$113K - $116K
|
46.8K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
3.72K+ 0.37% |
$105K - $107K
|
999K
$28.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.69K+ 4.4% |
$104K - $106K
|
87.4K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.17K+ 11.54% |
$89.5K - $91.5K
|
30.7K
$877K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.56K+ 0.22% |
$72.2K - $73.9K
|
1.15M
$33M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 3.53% |
$60.5K - $61.9K
|
63K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.86K+ 13.13% |
$52.5K - $53.7K
|
16K
$459K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.86KNew |
$52.4K - $53.5K
|
1.86K
$53.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
871+ 2.11% |
$24.6K - $25.1K
|
42.2K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
701New |
$19.8K - $20.2K
|
701
$20K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
249+ 53.78% |
$7.02K - $7.18K
|
712
$20.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
130+ 0.88% |
$3.67K - $3.75K
|
14.9K
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
74+ 822.22% |
$2.09K - $2.13K
|
83
$2.37K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
28+ 0.29% |
$790 - $808
|
9.68K
$277K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
17+ 0.22% |
$480 - $490
|
7.6K
$217K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$226 - $231
|
8
$229
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-97- 0.75% |
$2.74K - $2.8K
|
12.9K
$368K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-183- 2.52% |
$5.16K - $5.28K
|
7.09K
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-185- 1.87% |
$5.22K - $5.34K
|
9.7K
$277K
|