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 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 3.27% |
$28K - $29.7K
|
30.7K
$860K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 97.34% |
$28.7K - $30.4K
|
29
$813
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.11K- 3.18% |
$29.9K - $31.7K
|
33.7K
$945K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.55K- 0.09% |
$41.8K - $44.3K
|
1.81M
$50.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.57K- 0.84% |
$42.4K - $44.9K
|
185K
$5.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.63K- 2.7% |
$44.1K - $46.7K
|
58.9K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.78K- 86.58% |
$48.2K - $51K
|
276
$7.73K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.9K- 10.45% |
$51.4K - $54.4K
|
16.3K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.96K- 3.25% |
$53.1K - $56.2K
|
58.4K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.21K- 91.31% |
$59.7K - $63.2K
|
210
$5.88K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.28K- 3.59% |
$61.7K - $65.3K
|
61.2K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 10.55% |
$72.5K - $76.8K
|
22.7K
$637K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.76K- 4.2% |
$74.6K - $79K
|
62.9K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.93K- 60.49% |
$79.3K - $83.9K
|
1.91K
$53.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.2K- 17.07% |
$86.4K - $91.5K
|
15.5K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.24K- 2.33% |
$87.7K - $92.9K
|
136K
$3.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.29K- 19.61% |
$89K - $94.3K
|
13.5K
$378K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.45K- 11.27% |
$93.4K - $98.9K
|
27.2K
$762K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-3.49K- 0.97% |
$94.4K - $100K
|
358K
$10M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-3.83K- 0.48% |
$104K - $110K
|
799K
$22.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-3.85K- 3.34% |
$104K - $110K
|
112K
$3.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.65K- 4.44% |
$126K - $133K
|
100K
$2.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
SELL
|
- |
-4.77K- 3.97% |
$129K - $137K
|
116K
$3.24M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-5.11K- 14.63% |
$138K - $146K
|
29.8K
$835K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5.29K- 3.0% |
$143K - $151K
|
171K
$4.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.37K- 27.74% |
$145K - $154K
|
14K
$392K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.55K- 14.07% |
$150K - $159K
|
33.9K
$949K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-5.62K- 10.34% |
$152K - $161K
|
48.7K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.08K- 20.96% |
$165K - $174K
|
22.9K
$643K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-6.12K- 2.47% |
$166K - $175K
|
242K
$6.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-6.42K- 21.56% |
$174K - $184K
|
23.4K
$655K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.97K- 28.58% |
$188K - $200K
|
17.4K
$488K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-7.16K- 38.66% |
$194K - $205K
|
11.4K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.52K- 27.99% |
$203K - $215K
|
19.3K
$542K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-7.58K- 0.66% |
$205K - $217K
|
1.14M
$31.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.96K- 9.47% |
$242K - $257K
|
85.6K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.83K- 2.47% |
$266K - $281K
|
389K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.7K- 2.29% |
$291K - $308K
|
458K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-12.1K- 18.46% |
$328K - $347K
|
53.6K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-12.8K- 56.61% |
$347K - $368K
|
9.84K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13.3K- 47.05% |
$361K - $382K
|
15K
$420K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-14.3K- 39.78% |
$387K - $410K
|
21.7K
$607K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-14.3K- 26.19% |
$388K - $411K
|
40.4K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.8K- 67.62% |
$401K - $424K
|
7.09K
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-15K- 33.85% |
$406K - $430K
|
29.3K
$822K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.2K- 17.08% |
$410K - $434K
|
73.6K
$2.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-20.1K- 62.65% |
$543K - $575K
|
12K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-20.9K- 45.81% |
$566K - $599K
|
24.8K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-21.7K- 22.68% |
$586K - $621K
|
73.9K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.9K- 4.14% |
$592K - $626K
|
506K
$14.2M
|