Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
392New |
$12.5K - $12.7K
|
392
$10.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
341+ 0.28% |
$10.9K - $11K
|
120K
$3.35M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
326New |
$10.4K - $10.6K
|
326
$9.09K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
189New |
$6.02K - $6.12K
|
189
$5.27K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
187New |
$5.96K - $6.06K
|
187
$5.21K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
94+ 0.45% |
$2.99K - $3.05K
|
20.8K
$578K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
75+ 9.08% |
$2.39K - $2.43K
|
901
$25.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
73+ 6.03% |
$2.33K - $2.37K
|
1.28K
$35.8K
|
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
32New |
$1.02K - $1.04K
|
32
$892
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$637 - $648
|
20
$557
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18+ 0.07% |
$573 - $583
|
27.6K
$769K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
10+ 0.12% |
$319 - $324
|
8.38K
$233K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.07% |
$159 - $162
|
7.21K
$201K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9- 0.14% |
$287 - $292
|
6.5K
$181K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 1.87% |
$764 - $778
|
1.26K
$35.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-31Closed |
$987 - $1K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-46- 20.26% |
$1.47K - $1.49K
|
181
$5.04K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-76- 1.68% |
$2.42K - $2.46K
|
4.46K
$124K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-84- 0.64% |
$2.68K - $2.72K
|
13.1K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-96Closed |
$3.06K - $3.11K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-113Closed |
$3.6K - $3.66K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-143- 3.27% |
$4.55K - $4.63K
|
4.23K
$118K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-179- 0.48% |
$5.7K - $5.8K
|
37.1K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-254- 30.35% |
$8.09K - $8.23K
|
583
$16.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-271- 0.03% |
$8.63K - $8.78K
|
1.02M
$28.5M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-299- 7.48% |
$9.52K - $9.69K
|
3.7K
$103K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-342- 4.17% |
$10.9K - $11.1K
|
7.85K
$219K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-367- 1.14% |
$11.7K - $11.9K
|
31.8K
$886K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-392- 97.51% |
$12.5K - $12.7K
|
10
$279
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-428- 1.6% |
$13.6K - $13.9K
|
26.3K
$733K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-428- 1.6% |
$13.6K - $13.9K
|
26.3K
$733K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-435- 1.07% |
$13.9K - $14.1K
|
40.3K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-500- 2.75% |
$15.9K - $16.2K
|
17.7K
$493K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-551- 2.32% |
$17.5K - $17.9K
|
23.2K
$647K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-742- 2.63% |
$23.6K - $24K
|
27.5K
$767K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-751Closed |
$23.9K - $24.3K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-779- 1.26% |
$24.8K - $25.2K
|
61.1K
$1.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-965- 9.1% |
$30.7K - $31.3K
|
9.64K
$269K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.02KClosed |
$32.4K - $33K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.19K- 7.81% |
$37.7K - $38.4K
|
14K
$390K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-1.2K- 26.58% |
$38.2K - $38.8K
|
3.31K
$92.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.23K- 31.21% |
$39.2K - $39.9K
|
2.71K
$75.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.24K- 4.02% |
$39.6K - $40.3K
|
29.7K
$828K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.31K- 2.57% |
$41.8K - $42.5K
|
49.7K
$1.38M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.38K- 0.9% |
$43.9K - $44.7K
|
151K
$4.22M
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.55K- 5.73% |
$49.3K - $50.1K
|
25.5K
$710K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.23KClosed |
$71.1K - $72.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.32K- 12.93% |
$73.9K - $75.1K
|
15.6K
$435K
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.67K- 27.14% |
$85.2K - $86.6K
|
7.18K
$200K
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.85K- 0.3% |
$90.8K - $92.3K
|
952K
$26.5M
|