Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.03K+ 4.43% |
$28.5K - $30K
|
24.2K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.01K+ 2.93% |
$28.2K - $29.7K
|
35.7K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.01K+ 4.1% |
$28.2K - $29.6K
|
25.7K
$722K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
851New |
$23.7K - $24.9K
|
851
$23.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
816+ 6.08% |
$22.7K - $23.9K
|
14.2K
$400K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
798+ 2.88% |
$22.2K - $23.3K
|
28.5K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
665+ 2.24% |
$18.5K - $19.5K
|
30.4K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
664+ 37.66% |
$18.5K - $19.4K
|
2.43K
$68.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
655+ 1.68% |
$18.2K - $19.2K
|
39.6K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
633+ 2.1% |
$17.6K - $18.5K
|
30.8K
$865K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
617+ 0.9% |
$17.2K - $18.1K
|
69K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
590+ 56.03% |
$16.4K - $17.3K
|
1.64K
$46.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
512+ 1.49% |
$14.2K - $15K
|
34.9K
$980K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
471+ 0.03% |
$13.1K - $13.8K
|
1.84M
$51.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
404+ 11.29% |
$11.2K - $11.8K
|
3.98K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
403+ 2.5% |
$11.2K - $11.8K
|
16.5K
$464K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
376+ 0.48% |
$10.5K - $11K
|
78.3K
$2.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
304+ 0.47% |
$8.45K - $8.9K
|
65.3K
$1.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
304+ 2.22% |
$8.45K - $8.9K
|
14K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
298+ 1.85% |
$8.28K - $8.72K
|
16.4K
$461K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
283+ 0.18% |
$7.87K - $8.28K
|
161K
$4.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
241+ 1.61% |
$6.7K - $7.05K
|
15.2K
$426K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
235+ 5875.0% |
$6.53K - $6.88K
|
239
$6.71K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
172+ 0.57% |
$4.78K - $5.03K
|
30.3K
$852K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
148+ 0.55% |
$4.11K - $4.33K
|
26.9K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
137+ 9.23% |
$3.81K - $4.01K
|
1.62K
$45.5K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
131+ 4.86% |
$3.64K - $3.83K
|
2.83K
$79.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
115New |
$3.2K - $3.36K
|
115
$3.23K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
90New |
$2.5K - $2.63K
|
90
$2.53K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
82+ 0.39% |
$2.28K - $2.4K
|
21.4K
$599K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
80+ 0.2% |
$2.22K - $2.34K
|
39.7K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
54New |
$1.5K - $1.58K
|
54
$1.52K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
30New |
$834 - $878
|
30
$842
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
22New |
$612 - $644
|
22
$617
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
22New |
$612 - $644
|
22
$617
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
18New |
$500 - $527
|
18
$505
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9+ 0.15% |
$250 - $263
|
6.16K
$173K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9+ 0.31% |
$250 - $263
|
2.94K
$82.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 0.15% |
$222 - $234
|
5.26K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3+ 0.33% |
$83.4 - $87.8
|
902
$25.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.17% |
$27.8 - $29.3
|
590
$16.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.09% |
$27.8 - $29.3
|
1.13K
$31.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3- 0.67% |
$83.4 - $87.8
|
443
$12.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-5- 0.04% |
$139 - $146
|
13.3K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 0.38% |
$222 - $234
|
2.12K
$59.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11- 0.13% |
$306 - $322
|
8.79K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 3.61% |
$417 - $439
|
400
$11.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
SELL
|
- |
-18- 0.02% |
$500 - $527
|
111K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-24- 1.66% |
$667 - $702
|
1.42K
$39.8K
|