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 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.56K- 19.08% |
$266K - $280K
|
40.5K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.9K- 35.94% |
$330K - $348K
|
21.2K
$594K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12K- 3.21% |
$333K - $351K
|
362K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-13.3K- 26.87% |
$371K - $390K
|
36.3K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-14.8K- 1.05% |
$411K - $433K
|
1.39M
$39M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-19.8K- 18.94% |
$551K - $580K
|
84.9K
$2.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.4K- 42.65% |
$594K - $625K
|
28.7K
$806K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-23.5K- 16.13% |
$653K - $688K
|
122K
$3.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-24.6K- 10.66% |
$683K - $719K
|
206K
$5.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-24.9K- 3.16% |
$691K - $727K
|
763K
$21.4M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-30K- 23.44% |
$834K - $878K
|
98K
$2.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
SELL
|
- |
-31K- 6.95% |
$861K - $907K
|
415K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.5K- 6.29% |
$876K - $922K
|
470K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-31.6K- 5.93% |
$879K - $926K
|
502K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-33.7K- 41.97% |
$936K - $985K
|
46.5K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-34K- 16.04% |
$945K - $995K
|
178K
$5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40.6K- 22.77% |
$1.13M - $1.19M
|
138K
$3.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-46.2K- 6.79% |
$1.28M - $1.35M
|
635K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-51.5K- 1.25% |
$1.43M - $1.51M
|
4.06M
$114M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-61.9K- 27.45% |
$1.72M - $1.81M
|
164K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-81.5K- 15.74% |
$2.26M - $2.38M
|
436K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-84.3K- 22.8% |
$2.34M - $2.47M
|
285K
$8.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-93.1K- 48.07% |
$2.59M - $2.72M
|
101K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-98K- 11.01% |
$2.72M - $2.87M
|
792K
$22.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-106K- 5.95% |
$2.95M - $3.11M
|
1.68M
$47.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-133K- 3.85% |
$3.7M - $3.9M
|
3.33M
$93.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-153K- 91.64% |
$4.25M - $4.48M
|
13.9K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-163K- 49.93% |
$4.52M - $4.76M
|
163K
$4.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-170K- 76.31% |
$4.73M - $4.98M
|
52.9K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-289K- 63.57% |
$8.03M - $8.46M
|
166K
$4.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-339K- 7.28% |
$9.42M - $9.92M
|
4.32M
$121M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-379K- 10.96% |
$10.5M - $11.1M
|
3.08M
$86.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-381K- 28.08% |
$10.6M - $11.1M
|
975K
$27.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-460K- 98.34% |
$12.8M - $13.5M
|
7.75K
$218K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.54M- 51.18% |
$42.9M - $45.2M
|
1.47M
$41.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.54M- 51.18% |
$42.9M - $45.2M
|
1.47M
$41.3M
|