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 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
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.6K+ 73.09% |
$434K - $453K
|
37K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$422K - $440K
|
15.2K
$425K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.5K+ 11.32% |
$404K - $422K
|
143K
$4M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.6KNew |
$377K - $394K
|
13.6K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.1K+ 16.59% |
$364K - $380K
|
92.1K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.7K+ 3.76% |
$353K - $369K
|
351K
$9.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.2KNew |
$312K - $326K
|
11.2K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.1K+ 36.14% |
$310K - $324K
|
42K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.2KNew |
$282K - $295K
|
10.2K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.37K+ 1.48% |
$260K - $272K
|
644K
$18M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
9.13KNew |
$254K - $265K
|
9.13K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.1K+ 6.61% |
$253K - $264K
|
147K
$4.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.69KNew |
$242K - $253K
|
8.69K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.65K+ 5.16% |
$241K - $251K
|
176K
$4.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.63KNew |
$240K - $251K
|
8.63K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.31K+ 4.06% |
$231K - $241K
|
213K
$5.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.12K+ 2801.38% |
$226K - $236K
|
8.41K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.9K+ 2.33% |
$220K - $230K
|
347K
$9.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7.53K+ 18.43% |
$209K - $219K
|
48.4K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.25KNew |
$202K - $211K
|
7.25K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
6.89K+ 33.58% |
$192K - $200K
|
27.4K
$768K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
6.7K+ 8.55% |
$186K - $195K
|
85K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.58K+ 4.09% |
$183K - $191K
|
167K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.22K+ 2391.92% |
$173K - $181K
|
6.48K
$181K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.68K+ 15.29% |
$158K - $165K
|
42.8K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.35K+ 4.31% |
$149K - $155K
|
129K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5K+ 11.07% |
$139K - $145K
|
50.2K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.33KNew |
$120K - $126K
|
4.33K
$121K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.31K+ 0.9% |
$120K - $125K
|
484K
$13.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.31K+ 36.16% |
$120K - $125K
|
16.2K
$454K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.69K+ 5.65% |
$103K - $107K
|
69K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.66K+ 1.6% |
$102K - $106K
|
232K
$6.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 59.06% |
$86.8K - $90.7K
|
8.41K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.89K+ 23.78% |
$80.4K - $84K
|
15.1K
$422K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.59K+ 9.94% |
$71.9K - $75.1K
|
28.6K
$801K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.56K+ 188.29% |
$71.1K - $74.3K
|
3.92K
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
2.34K+ 0.56% |
$65.1K - $68K
|
417K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 5.28% |
$49.9K - $52.1K
|
35.7K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.74K+ 5.92% |
$48.3K - $50.4K
|
31K
$870K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.54K+ 6.64% |
$42.8K - $44.7K
|
24.7K
$692K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.38K+ 1.58% |
$38.4K - $40.2K
|
89.1K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.26K+ 1.94% |
$35K - $36.5K
|
66.1K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
1.24KNew |
$34.5K - $36.1K
|
1.24K
$34.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.15K+ 66.15% |
$32K - $33.4K
|
2.89K
$81K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.13K+ 6.91% |
$31.5K - $32.9K
|
17.5K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11K+ 13.01% |
$31K - $32.4K
|
9.68K
$271K
|