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
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.7K- 8.96% |
$668K - $707K
|
251K
$6.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-25.6K- 7.19% |
$694K - $734K
|
331K
$9.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
SELL
|
- |
-28.7K- 5.9% |
$777K - $822K
|
458K
$12.8M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-29.2K- 13.52% |
$789K - $835K
|
187K
$5.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-30K- 9.43% |
$812K - $859K
|
288K
$8.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-33.1K- 12.15% |
$894K - $947K
|
239K
$6.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-40.6K- 5.35% |
$1.1M - $1.16M
|
720K
$20.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-43.6K- 6.72% |
$1.18M - $1.25M
|
605K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-44.6K- 72.52% |
$1.21M - $1.28M
|
16.9K
$471K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-50.7K- 17.18% |
$1.37M - $1.45M
|
244K
$6.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-62.5K- 1.73% |
$1.69M - $1.79M
|
3.55M
$98.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-62.9K- 4.48% |
$1.7M - $1.8M
|
1.34M
$37.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-64.4K- 23.6% |
$1.74M - $1.85M
|
209K
$5.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-66.2K- 48.3% |
$1.79M - $1.9M
|
70.9K
$1.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-67.8K- 42.01% |
$1.83M - $1.94M
|
93.6K
$2.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-76.7K- 90.63% |
$2.08M - $2.2M
|
7.93K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-79.9K- 75.74% |
$2.16M - $2.29M
|
25.6K
$713K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-80.4K- 40.84% |
$2.17M - $2.3M
|
116K
$3.24M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-91.2K- 50.15% |
$2.47M - $2.61M
|
90.7K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-94.2K- 29.83% |
$2.55M - $2.7M
|
222K
$6.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-105K- 91.07% |
$2.83M - $3M
|
10.3K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-163K- 87.47% |
$4.41M - $4.67M
|
23.4K
$651K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-169K- 60.94% |
$4.56M - $4.83M
|
108K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-187K- 90.5% |
$5.06M - $5.36M
|
19.6K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-190K- 70.64% |
$5.13M - $5.43M
|
78.8K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-238K- 76.23% |
$6.44M - $6.82M
|
74.3K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-362K- 78.37% |
$9.78M - $10.4M
|
99.8K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-386K- 99.92% |
$10.4M - $11M
|
318
$8.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-432K- 11.35% |
$11.7M - $12.4M
|
3.37M
$94M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-434K- 98.92% |
$11.7M - $12.4M
|
4.74K
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-522K- 37.49% |
$14.1M - $14.9M
|
870K
$24.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-642K- 38.34% |
$17.4M - $18.4M
|
1.03M
$28.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-706K- 45.18% |
$19.1M - $20.2M
|
856K
$23.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.6M- 60.71% |
$43.2M - $45.7M
|
1.03M
$28.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.39M- 82.81% |
$91.8M - $97.2M
|
705K
$19.6M
|