Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
30.5K+ 86.9% |
$840K - $878K
|
65.5K
$1.84M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
30.2KNew |
$833K - $871K
|
30.2K
$847K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
29.5KNew |
$813K - $850K
|
29.5K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.2K+ 269.73% |
$805K - $841K
|
40K
$1.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
26.5KNew |
$731K - $764K
|
26.5K
$743K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25K+ 85.79% |
$690K - $721K
|
54.2K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
22.6KNew |
$623K - $651K
|
22.6K
$633K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
20.8K+ 26.64% |
$573K - $599K
|
98.7K
$2.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.7K+ 44.05% |
$570K - $596K
|
67.6K
$1.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
20.3KNew |
$560K - $585K
|
20.3K
$569K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
18.8K+ 89.66% |
$519K - $542K
|
39.8K
$1.11M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.9K+ 198.59% |
$494K - $516K
|
26.9K
$754K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
16.6KNew |
$458K - $479K
|
16.6K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.2K+ 225.9% |
$446K - $466K
|
23.3K
$653K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 10.54% |
$431K - $451K
|
164K
$4.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$390K - $407K
|
14.1K
$396K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.7KNew |
$377K - $394K
|
13.7K
$383K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.4KNew |
$343K - $358K
|
12.4K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.9KNew |
$300K - $314K
|
10.9K
$305K
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
10.8K+ 1.6% |
$298K - $312K
|
687K
$19.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 2.22% |
$292K - $305K
|
488K
$13.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
10.2KNew |
$281K - $293K
|
10.2K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
9.75K+ 25.96% |
$269K - $281K
|
47.3K
$1.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9.73K+ 4.16% |
$268K - $280K
|
243K
$6.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
9.37KNew |
$258K - $270K
|
9.37K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
9.21KNew |
$254K - $266K
|
9.21K
$258K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.13K+ 19.33% |
$197K - $206K
|
44K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.76K+ 11.76% |
$159K - $166K
|
54.7K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.61K+ 7.79% |
$155K - $162K
|
77.6K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.27KNew |
$145K - $152K
|
5.27K
$148K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.19KNew |
$143K - $150K
|
5.19K
$146K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
4.57K+ 0.9% |
$126K - $132K
|
510K
$14.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
4.39K+ 2.01% |
$121K - $127K
|
223K
$6.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.18K+ 1.12% |
$115K - $120K
|
378K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.11K+ 4.27% |
$113K - $118K
|
100K
$2.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.47KNew |
$95.7K - $100K
|
3.47K
$97.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.16K+ 64.49% |
$87.1K - $91.1K
|
8.06K
$226K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.07K+ 25.35% |
$84.8K - $88.6K
|
15.2K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.05K+ 8.53% |
$84.2K - $88K
|
38.9K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.97K+ 11.38% |
$81.9K - $85.6K
|
29.1K
$815K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.82K+ 0.7% |
$77.7K - $81.2K
|
403K
$11.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.7K+ 27.08% |
$74.5K - $77.9K
|
12.7K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.5K+ 1.35% |
$68.9K - $72K
|
187K
$5.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.21K+ 10.31% |
$60.9K - $63.7K
|
23.6K
$662K
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.19K+ 2.27% |
$60.3K - $63.1K
|
98.7K
$2.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.12KNew |
$58.5K - $61.1K
|
2.12K
$59.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.08K+ 1.18% |
$57.3K - $59.9K
|
178K
$4.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.81KNew |
$50K - $52.3K
|
1.81K
$50.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.51K+ 17.59% |
$41.7K - $43.6K
|
10.1K
$284K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.47K+ 12.83% |
$40.6K - $42.5K
|
13K
$363K
|