Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.72M+ 45.39% |
$75.7M - $79.1M
|
8.73M
$244M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.72M+ 1667.49% |
$75.6M - $79M
|
2.88M
$80.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.42M+ 5282.83% |
$39.5M - $41.3M
|
1.45M
$40.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.22M+ 8954.43% |
$33.8M - $35.3M
|
1.23M
$34.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.14MNew |
$31.7M - $33.2M
|
1.14M
$32M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.14MNew |
$31.7M - $33.1M
|
1.14M
$32M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.11MNew |
$30.8M - $32.2M
|
1.11M
$31M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
825KNew |
$22.9M - $24M
|
825K
$23.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
744K+ 2410.28% |
$20.7M - $21.6M
|
775K
$21.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
687K+ 45.78% |
$19.1M - $19.9M
|
2.19M
$61.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
499KNew |
$13.9M - $14.5M
|
499K
$14M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
491K+ 742.42% |
$13.7M - $14.3M
|
557K
$15.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
392K+ 50.8% |
$10.9M - $11.4M
|
1.16M
$32.6M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
381K+ 17.05% |
$10.6M - $11.1M
|
2.62M
$73.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
362KNew |
$10.1M - $10.5M
|
362K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
317K+ 17.19% |
$8.81M - $9.2M
|
2.16M
$60.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
298KNew |
$8.29M - $8.66M
|
298K
$8.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
262KNew |
$7.28M - $7.61M
|
262K
$7.34M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
257KNew |
$7.15M - $7.48M
|
257K
$7.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
220KNew |
$6.11M - $6.39M
|
220K
$6.16M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
210K+ 19.5% |
$5.84M - $6.1M
|
1.29M
$36.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
199K+ 4.62% |
$5.54M - $5.79M
|
4.52M
$127M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
192K+ 6.42% |
$5.34M - $5.58M
|
3.19M
$89.2M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
146K+ 11.64% |
$4.07M - $4.25M
|
1.4M
$39.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
145K+ 405.56% |
$4.02M - $4.2M
|
180K
$5.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
107K+ 203.87% |
$2.96M - $3.1M
|
159K
$4.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
103KNew |
$2.85M - $2.98M
|
103K
$2.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
95.8K+ 69.65% |
$2.66M - $2.78M
|
233K
$6.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
90.7K+ 31.28% |
$2.52M - $2.63M
|
381K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
62.1KNew |
$1.73M - $1.8M
|
62.1K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60.2K+ 11.57% |
$1.67M - $1.75M
|
581K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
58KNew |
$1.61M - $1.68M
|
58K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
52.4K+ 3.12% |
$1.46M - $1.52M
|
1.73M
$48.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
45.4K+ 10.44% |
$1.26M - $1.32M
|
480K
$13.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
43.7KNew |
$1.21M - $1.27M
|
43.7K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
42.9K+ 6.77% |
$1.19M - $1.25M
|
677K
$19M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
41.5KNew |
$1.15M - $1.21M
|
41.5K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
38.5K+ 4.13% |
$1.07M - $1.12M
|
970K
$27.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
33.9K+ 386.6% |
$942K - $984K
|
42.6K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
32.3K+ 1.14% |
$898K - $938K
|
2.88M
$80.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
26.3K+ 2.25% |
$732K - $765K
|
1.2M
$33.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26KNew |
$723K - $755K
|
26K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
25.7KNew |
$716K - $748K
|
25.7K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
23.5KNew |
$652K - $681K
|
23.5K
$657K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
23.4K+ 36.27% |
$652K - $681K
|
88.1K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
21.3K+ 7.23% |
$591K - $618K
|
316K
$8.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.6K+ 21.88% |
$574K - $599K
|
115K
$3.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
19.8K+ 6.35% |
$550K - $575K
|
331K
$9.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 50.45% |
$527K - $551K
|
56.5K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
17KNew |
$472K - $494K
|
17K
$476K
|