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 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-371- 12.95% |
$10.2K - $10.7K
|
2.49K
$69.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-397- 3.13% |
$10.9K - $11.4K
|
12.3K
$344K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-441- 10.18% |
$12.2K - $12.7K
|
3.89K
$109K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-489- 66.44% |
$13.5K - $14.1K
|
247
$6.92K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-550- 4.25% |
$15.2K - $15.9K
|
12.4K
$347K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-574- 3.33% |
$15.8K - $16.5K
|
16.6K
$466K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-651- 99.69% |
$17.9K - $18.8K
|
2
$56
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-746- 13.04% |
$20.6K - $21.5K
|
4.98K
$139K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-840- 35.18% |
$23.2K - $24.2K
|
1.55K
$43.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-856- 2.4% |
$23.6K - $24.7K
|
34.8K
$974K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-882- 3.47% |
$24.3K - $25.4K
|
24.5K
$688K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.14K- 55.01% |
$31.5K - $32.9K
|
933
$26.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.24K- 93.86% |
$34.1K - $35.7K
|
81
$2.27K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.28K- 14.93% |
$35.2K - $36.8K
|
7.28K
$204K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.43K- 10.21% |
$39.5K - $41.3K
|
12.6K
$353K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.44K- 58.21% |
$39.7K - $41.5K
|
1.03K
$28.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.75K- 11.32% |
$48.3K - $50.5K
|
13.7K
$385K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.97K- 17.83% |
$54.2K - $56.7K
|
9.06K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.73K- 3.88% |
$75.3K - $78.8K
|
67.7K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.8K- 0.49% |
$77.3K - $80.8K
|
571K
$16M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.99K- 8.65% |
$82.5K - $86.2K
|
31.6K
$885K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.8K- 40.69% |
$105K - $109K
|
5.54K
$155K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-3.82K- 2.72% |
$105K - $110K
|
137K
$3.84M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.62K- 20.47% |
$127K - $133K
|
17.9K
$502K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-5.16K- 1.13% |
$142K - $149K
|
450K
$12.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-5.23K- 28.09% |
$144K - $151K
|
13.4K
$375K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.66K- 57.14% |
$156K - $163K
|
4.24K
$119K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.18K- 23.25% |
$170K - $178K
|
20.4K
$571K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.42K- 10.0% |
$205K - $214K
|
66.8K
$1.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7.64K- 3.99% |
$211K - $220K
|
184K
$5.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.94K- 0.46% |
$274K - $287K
|
2.17M
$60.8M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.1K- 20.52% |
$277K - $290K
|
39K
$1.09M
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-10.4K- 1.4% |
$288K - $301K
|
734K
$20.6M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11K- 36.93% |
$303K - $317K
|
18.8K
$527K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11K- 36.93% |
$303K - $317K
|
18.8K
$527K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-11.2K- 12.36% |
$309K - $323K
|
79.5K
$2.23M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.5K- 20.89% |
$316K - $330K
|
43.4K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.5K- 48.82% |
$401K - $419K
|
15.2K
$427K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16K- 64.33% |
$441K - $460K
|
8.86K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 39.11% |
$453K - $474K
|
25.6K
$717K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16.8K- 22.66% |
$463K - $483K
|
57.3K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-19.2K- 12.47% |
$529K - $553K
|
135K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20.6K- 39.62% |
$568K - $594K
|
31.4K
$880K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20.8K- 29.64% |
$575K - $601K
|
49.5K
$1.39M
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-22.4KClosed |
$618K - $646K
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.4K- 28.08% |
$728K - $761K
|
67.6K
$1.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-27.7K- 0.7% |
$764K - $799K
|
3.91M
$109M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-30K- 70.93% |
$828K - $865K
|
12.3K
$345K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-32.6K- 46.98% |
$897K - $938K
|
36.7K
$1.03M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35.2K- 14.35% |
$970K - $1.01M
|
210K
$5.89M
|