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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
69.4K+ 16.04% |
$1.93M - $2.01M
|
502K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.7K+ 1.95% |
$1.8M - $1.88M
|
3.39M
$96.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
62.1KNew |
$1.73M - $1.8M
|
62.1K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60.2K+ 11.57% |
$1.67M - $1.75M
|
581K
$16.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
58KNew |
$1.61M - $1.68M
|
58K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.7K+ 11.23% |
$1.47M - $1.53M
|
523K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
52.4K+ 3.12% |
$1.46M - $1.52M
|
1.73M
$49.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46K+ 28.92% |
$1.28M - $1.34M
|
205K
$5.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
45.4K+ 10.44% |
$1.26M - $1.32M
|
480K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
43.7KNew |
$1.21M - $1.27M
|
43.7K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
42.9K+ 6.77% |
$1.19M - $1.25M
|
677K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
41.5KNew |
$1.15M - $1.21M
|
41.5K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
38.5K+ 4.13% |
$1.07M - $1.12M
|
970K
$27.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
38.5K+ 14.61% |
$1.07M - $1.12M
|
302K
$8.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
35.8K+ 10.61% |
$995K - $1.04M
|
373K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
33.9K+ 386.6% |
$942K - $984K
|
42.6K
$1.21M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
33.4K+ 4.22% |
$930K - $972K
|
825K
$23.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
32.3K+ 1.14% |
$898K - $938K
|
2.88M
$81.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
29.8KNew |
$828K - $866K
|
29.8K
$848K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
28.7KNew |
$799K - $835K
|
28.7K
$818K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.6K+ 15.04% |
$767K - $801K
|
211K
$6M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
26.3K+ 2.25% |
$732K - $765K
|
1.2M
$34.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.3K+ 2.69% |
$730K - $763K
|
1M
$28.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26KNew |
$723K - $755K
|
26K
$740K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
25.7KNew |
$716K - $748K
|
25.7K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.3KNew |
$676K - $707K
|
24.3K
$692K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
23.6K+ 3.97% |
$655K - $684K
|
617K
$17.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
23.5KNew |
$652K - $681K
|
23.5K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
23.4K+ 36.27% |
$652K - $681K
|
88.1K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
21.3K+ 7.23% |
$591K - $618K
|
316K
$8.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
21.1K+ 5.56% |
$586K - $612K
|
400K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.6K+ 21.88% |
$574K - $599K
|
115K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
19.8K+ 6.35% |
$550K - $575K
|
331K
$9.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 50.45% |
$527K - $551K
|
56.5K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
17KNew |
$472K - $494K
|
17K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
16.4K+ 3.65% |
$456K - $476K
|
466K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.6K+ 73.09% |
$434K - $453K
|
37K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$422K - $440K
|
15.2K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.5K+ 11.32% |
$404K - $422K
|
143K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
13.8KNew |
$385K - $402K
|
13.8K
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.6KNew |
$377K - $394K
|
13.6K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.1K+ 16.59% |
$364K - $380K
|
92.1K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.7K+ 3.76% |
$353K - $369K
|
351K
$9.99M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
11.5KNew |
$320K - $335K
|
11.5K
$328K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.2KNew |
$312K - $326K
|
11.2K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.1K+ 36.14% |
$310K - $324K
|
42K
$1.19M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
10.9KNew |
$303K - $316K
|
10.9K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 15.37% |
$290K - $303K
|
78.4K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.2KNew |
$282K - $295K
|
10.2K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
9.99K+ 43.1% |
$278K - $290K
|
33.2K
$944K
|