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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
55.1KNew |
$1.49M - $1.58M
|
55.1K
$1.54M
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48.6K+ 41.65% |
$1.32M - $1.39M
|
165K
$4.61M
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
48.3KNew |
$1.31M - $1.38M
|
48.3K
$1.34M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.7K+ 9.41% |
$1.29M - $1.37M
|
554K
$15.4M
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
46.7KNew |
$1.26M - $1.34M
|
46.7K
$1.3M
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
44KNew |
$1.19M - $1.26M
|
44K
$1.23M
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43K+ 9.36% |
$1.16M - $1.23M
|
503K
$14M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.8K+ 15.35% |
$1.13M - $1.2M
|
314K
$8.75M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
39.4KNew |
$1.07M - $1.13M
|
39.4K
$1.1M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
35.9K+ 66.1% |
$971K - $1.03M
|
90.2K
$2.51M
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
34.9KNew |
$944K - $1M
|
34.9K
$973K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
34K+ 7196.19% |
$921K - $975K
|
34.5K
$962K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
33.3K+ 377.48% |
$900K - $953K
|
42.1K
$1.17M
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
33.3KNew |
$899K - $952K
|
33.3K
$927K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.3K+ 154.04% |
$874K - $926K
|
53.3K
$1.49M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
31.3K+ 92.7% |
$847K - $897K
|
65.1K
$1.81M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
29.6K+ 11.84% |
$802K - $849K
|
280K
$7.8M
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
28.8KNew |
$779K - $824K
|
28.8K
$802K
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
26.2KNew |
$708K - $750K
|
26.2K
$729K
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
24.5K+ 5.37% |
$664K - $703K
|
482K
$13.4M
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
23.9KNew |
$648K - $686K
|
23.9K
$667K
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
23.7K+ 6.29% |
$642K - $680K
|
401K
$11.2M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.9K+ 2.19% |
$619K - $655K
|
1.06M
$29.7M
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
22.3KNew |
$603K - $639K
|
22.3K
$622K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.9K+ 64.19% |
$592K - $627K
|
56K
$1.56M
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
21.3KNew |
$577K - $611K
|
21.3K
$594K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
21.3KNew |
$576K - $610K
|
21.3K
$593K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21K+ 31.16% |
$569K - $602K
|
88.5K
$2.47M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.8K+ 11.47% |
$564K - $597K
|
203K
$5.65M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.6K+ 41.63% |
$558K - $591K
|
70.1K
$1.96M
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
20.4KNew |
$551K - $583K
|
20.4K
$568K
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
18.8KNew |
$509K - $539K
|
18.8K
$525K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18K+ 6.48% |
$487K - $516K
|
296K
$8.25M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
17.8K+ 2.96% |
$480K - $509K
|
618K
$17.2M
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
16.9KNew |
$458K - $485K
|
16.9K
$472K
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
16.7KNew |
$451K - $477K
|
16.7K
$465K
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
16.5K+ 7.3% |
$447K - $473K
|
243K
$6.77M
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
15.5KNew |
$419K - $443K
|
15.5K
$431K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.4K+ 9.72% |
$416K - $440K
|
173K
$4.83M
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.3KNew |
$413K - $437K
|
15.3K
$425K
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
15.2KNew |
$412K - $436K
|
15.2K
$424K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15.2K+ 1518100.0% |
$411K - $435K
|
15.2K
$423K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15KNew |
$406K - $430K
|
15K
$418K
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$385K - $408K
|
14.2K
$397K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.9KNew |
$377K - $399K
|
13.9K
$388K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.2K+ 4025.91% |
$357K - $378K
|
13.5K
$377K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.9K+ 37.17% |
$350K - $371K
|
47.8K
$1.33M
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.7K+ 57.68% |
$345K - $365K
|
34.8K
$971K
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
12.7KNew |
$344K - $365K
|
12.7K
$355K
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
12.6KNew |
$341K - $361K
|
12.6K
$351K
|