Purchases and Sales Made in Q4 2023 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 2023. 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 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.59M+ 623.59% |
$97M - $103M
|
4.16M
$116M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.97MNew |
$53.4M - $56.5M
|
1.97M
$55M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.94M+ 549.86% |
$52.4M - $55.5M
|
2.29M
$63.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.52M+ 5.74% |
$41.1M - $43.6M
|
28M
$780M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
878KNew |
$23.7M - $25.1M
|
878K
$24.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
686K+ 50.68% |
$18.6M - $19.7M
|
2.04M
$56.9M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
635KNew |
$17.2M - $18.2M
|
635K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
489K+ 161.0% |
$13.2M - $14M
|
793K
$22.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
483KNew |
$13.1M - $13.8M
|
483K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
425K+ 1.54% |
$11.5M - $12.2M
|
28M
$780M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
391K+ 948.02% |
$10.6M - $11.2M
|
432K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
340K+ 12.45% |
$9.19M - $9.73M
|
3.07M
$85.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
288K+ 17.56% |
$7.79M - $8.25M
|
1.93M
$53.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
281K+ 519.84% |
$7.6M - $8.04M
|
335K
$9.33M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
280KNew |
$7.58M - $8.03M
|
280K
$7.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
274K+ 1897.87% |
$7.4M - $7.84M
|
288K
$8.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
258K+ 200.48% |
$6.97M - $7.38M
|
386K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
209K+ 14.4% |
$5.64M - $5.97M
|
1.66M
$46.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
205KNew |
$5.55M - $5.88M
|
205K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
199KNew |
$5.39M - $5.7M
|
199K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
193K+ 902.06% |
$5.23M - $5.53M
|
215K
$5.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
183KNew |
$4.94M - $5.23M
|
183K
$5.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
182K+ 112.32% |
$4.91M - $5.2M
|
343K
$9.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 4.31% |
$4.79M - $5.07M
|
4.28M
$119M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
156K+ 22.02% |
$4.22M - $4.46M
|
864K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
153K+ 230.43% |
$4.15M - $4.39M
|
220K
$6.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
145K+ 25.69% |
$3.92M - $4.15M
|
709K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
143K+ 24.33% |
$3.87M - $4.1M
|
731K
$20.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
141KNew |
$3.8M - $4.03M
|
141K
$3.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
137K+ 68.12% |
$3.7M - $3.92M
|
338K
$9.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
121K+ 11740.99% |
$3.28M - $3.47M
|
122K
$3.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
121K+ 15.87% |
$3.28M - $3.47M
|
884K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
120KNew |
$3.26M - $3.45M
|
120K
$3.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
120K+ 26.95% |
$3.24M - $3.43M
|
564K
$15.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
115K+ 74.77% |
$3.11M - $3.29M
|
269K
$7.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
112K+ 60.78% |
$3.03M - $3.21M
|
296K
$8.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
112K+ 17.0% |
$3.02M - $3.2M
|
769K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105K+ 9.65% |
$2.83M - $2.99M
|
1.19M
$33.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
101K+ 18.91% |
$2.73M - $2.89M
|
636K
$17.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
97.6K+ 185.28% |
$2.64M - $2.8M
|
150K
$4.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
93.2K+ 66.93% |
$2.52M - $2.67M
|
232K
$6.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
87.7K+ 24.75% |
$2.37M - $2.51M
|
442K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
86.2KNew |
$2.33M - $2.47M
|
86.2K
$2.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
74.2KNew |
$2.01M - $2.13M
|
74.2K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.4K+ 8.36% |
$1.93M - $2.05M
|
926K
$25.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71.3K+ 290.72% |
$1.93M - $2.04M
|
95.8K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
69.3KNew |
$1.87M - $1.98M
|
69.3K
$1.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
64.4KNew |
$1.74M - $1.85M
|
64.4K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
63.7K+ 5.59% |
$1.72M - $1.82M
|
1.2M
$33.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
61.2K+ 41.01% |
$1.66M - $1.75M
|
210K
$5.86M
|