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 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-6.62K- 33.51% |
$184K - $192K
|
13.1K
$368K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.7K- 23.63% |
$186K - $195K
|
21.6K
$607K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.96K- 14.96% |
$194K - $202K
|
39.6K
$1.11M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.07K- 83.98% |
$196K - $205K
|
1.35K
$37.8K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.4K- 10.68% |
$206K - $215K
|
61.9K
$1.73M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.54K- 5.51% |
$210K - $219K
|
129K
$3.63M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-8.21K- 9.88% |
$228K - $239K
|
74.9K
$2.1M
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-8.34K- 22.89% |
$232K - $242K
|
28.1K
$788K
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-10K- 2.28% |
$278K - $291K
|
429K
$12M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-10.7K- 26.36% |
$297K - $310K
|
29.8K
$837K
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-11.1K- 2.4% |
$309K - $323K
|
451K
$12.6M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.1K- 27.33% |
$310K - $324K
|
29.6K
$831K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.7K- 4.55% |
$325K - $340K
|
245K
$6.87M
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-13.9K- 23.06% |
$387K - $405K
|
46.5K
$1.3M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-14.4K- 11.78% |
$400K - $418K
|
108K
$3.02M
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-14.5K- 22.18% |
$403K - $421K
|
50.8K
$1.42M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-15.8K- 4.34% |
$439K - $458K
|
348K
$9.76M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-16.6K- 16.45% |
$462K - $483K
|
84.4K
$2.37M
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-17.5K- 45.16% |
$488K - $510K
|
21.3K
$597K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17.7K- 9.49% |
$491K - $513K
|
169K
$4.73M
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-18.2K- 0.55% |
$505K - $528K
|
3.31M
$92.8M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-20.2K- 6.83% |
$561K - $586K
|
275K
$7.72M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-21.7K- 66.56% |
$602K - $629K
|
10.9K
$305K
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-23.7K- 38.26% |
$660K - $690K
|
38.3K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.1K- 9.0% |
$780K - $815K
|
284K
$7.96M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-32.6K- 1.95% |
$907K - $948K
|
1.64M
$46.1M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-33K- 10.03% |
$917K - $959K
|
296K
$8.3M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-33.2K- 83.93% |
$923K - $964K
|
6.36K
$178K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-34.7K- 6.53% |
$964K - $1.01M
|
496K
$13.9M
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-40.5K- 60.58% |
$1.12M - $1.18M
|
26.3K
$738K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-42.6K- 76.76% |
$1.18M - $1.24M
|
12.9K
$362K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.2K- 5.91% |
$1.23M - $1.28M
|
704K
$19.7M
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-49K- 9.77% |
$1.36M - $1.42M
|
453K
$12.7M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-53.1K- 18.59% |
$1.47M - $1.54M
|
232K
$6.51M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-54.5K- 57.65% |
$1.51M - $1.58M
|
40K
$1.12M
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-55.7K- 65.58% |
$1.55M - $1.62M
|
29.2K
$819K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-58.6K- 56.48% |
$1.63M - $1.7M
|
45.2K
$1.27M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-66.7K- 68.08% |
$1.86M - $1.94M
|
31.3K
$877K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-75K- 88.32% |
$2.08M - $2.18M
|
9.91K
$278K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-85.8K- 35.37% |
$2.39M - $2.49M
|
157K
$4.4M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-94.1K- 92.21% |
$2.61M - $2.73M
|
7.95K
$223K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-106K- 25.8% |
$2.94M - $3.07M
|
304K
$8.52M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-128K- 78.21% |
$3.56M - $3.72M
|
35.7K
$1M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-135K- 4.38% |
$3.75M - $3.92M
|
2.95M
$82.6M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-156K- 35.86% |
$4.35M - $4.54M
|
280K
$7.84M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-194K- 40.58% |
$5.38M - $5.62M
|
283K
$7.95M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-211K- 10.45% |
$5.86M - $6.12M
|
1.81M
$50.6M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-233K- 30.51% |
$6.47M - $6.76M
|
530K
$14.9M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-252K- 34.18% |
$7M - $7.32M
|
485K
$13.6M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-267K- 95.09% |
$7.41M - $7.75M
|
13.8K
$386K
|