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 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.02KNew |
$28.4K - $29.7K
|
1.02K
$28.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
831+ 10.26% |
$23.1K - $24.1K
|
8.93K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
761New |
$21.2K - $22.1K
|
761
$21.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
717New |
$19.9K - $20.8K
|
717
$20.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
700+ 7.97% |
$19.5K - $20.3K
|
9.49K
$266K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
645+ 1.58% |
$17.9K - $18.7K
|
41.5K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
619+ 2.07% |
$17.2K - $18K
|
30.5K
$855K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
588+ 5.08% |
$16.3K - $17.1K
|
12.2K
$340K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
569New |
$15.8K - $16.5K
|
569
$15.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
535+ 6.82% |
$14.9K - $15.5K
|
8.38K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
448+ 4.83% |
$12.5K - $13K
|
9.72K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
402+ 5.83% |
$11.2K - $11.7K
|
7.3K
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
393+ 2.22% |
$10.9K - $11.4K
|
18.1K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
383+ 1.17% |
$10.6K - $11.1K
|
33K
$925K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
381+ 0.55% |
$10.6K - $11.1K
|
69.4K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
335New |
$9.31K - $9.73K
|
335
$9.38K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
213New |
$5.92K - $6.19K
|
213
$5.97K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
199New |
$5.53K - $5.78K
|
199
$5.57K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
149+ 9.07% |
$4.14K - $4.33K
|
1.79K
$50.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
123New |
$3.42K - $3.57K
|
123
$3.45K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
113+ 1.46% |
$3.14K - $3.28K
|
7.84K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
102New |
$2.84K - $2.96K
|
102
$2.86K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
90New |
$2.5K - $2.61K
|
90
$2.52K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70+ 50.72% |
$1.95K - $2.03K
|
208
$5.83K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
56+ 14.0% |
$1.56K - $1.63K
|
456
$12.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
37+ 1.26% |
$1.03K - $1.07K
|
2.97K
$83.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
32New |
$890 - $930
|
32
$896
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22+ 1.04% |
$612 - $639
|
2.14K
$60K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
$111 - $116
|
4
$112
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 2.22% |
$55.6 - $58.1
|
92
$2.58K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1New |
$27.8 - $29.1
|
1
$28
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 1.05% |
$83.4 - $87.2
|
284
$7.95K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 0.46% |
$361 - $378
|
2.81K
$78.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-23- 1.46% |
$639 - $668
|
1.55K
$43.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-44- 0.5% |
$1.22K - $1.28K
|
8.69K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-121- 0.92% |
$3.36K - $3.52K
|
13K
$364K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-183- 21.5% |
$5.09K - $5.32K
|
668
$18.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-230- 96.23% |
$6.39K - $6.68K
|
9
$252
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-250- 0.23% |
$6.95K - $7.26K
|
110K
$3.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-269- 1.91% |
$7.48K - $7.81K
|
13.8K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-279- 0.92% |
$7.76K - $8.1K
|
30.1K
$842K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-404- 0.11% |
$11.2K - $11.7K
|
362K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-443- 1.67% |
$12.3K - $12.9K
|
26K
$730K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-495- 1.25% |
$13.8K - $14.4K
|
39.2K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-519- 45.97% |
$14.4K - $15.1K
|
610
$17.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-589- 7.28% |
$16.4K - $17.1K
|
7.5K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-617- 2.69% |
$17.2K - $17.9K
|
22.3K
$625K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-668- 3.13% |
$18.6K - $19.4K
|
20.7K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-718- 1.31% |
$20K - $20.9K
|
54K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-786- 1.5% |
$21.9K - $22.8K
|
51.7K
$1.45M
|