Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92K+ 83.91% |
$2.56M - $2.68M
|
202K
$5.72M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
89.6KNew |
$2.5M - $2.61M
|
89.6K
$2.54M
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
87.4KNew |
$2.44M - $2.55M
|
87.4K
$2.48M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.4K+ 37.66% |
$2.41M - $2.52M
|
316K
$8.95M
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
85.6KNew |
$2.39M - $2.5M
|
85.6K
$2.43M
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
83.5K+ 5.37% |
$2.33M - $2.44M
|
1.64M
$46.5M
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
79.5K+ 117.5% |
$2.21M - $2.32M
|
147K
$4.17M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
78.6K+ 78.32% |
$2.19M - $2.29M
|
179K
$5.07M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
75.5K+ 607.78% |
$2.1M - $2.2M
|
87.9K
$2.49M
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
70.1K+ 16.91% |
$1.95M - $2.04M
|
485K
$13.7M
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
67.4K+ 205.14% |
$1.88M - $1.97M
|
100K
$2.84M
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
61KNew |
$1.7M - $1.78M
|
61K
$1.73M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.7KNew |
$1.69M - $1.77M
|
60.7K
$1.72M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
58.5KNew |
$1.63M - $1.71M
|
58.5K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
55.6KNew |
$1.55M - $1.62M
|
55.6K
$1.58M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
54.3K+ 20.3% |
$1.51M - $1.58M
|
322K
$9.13M
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
51.2KNew |
$1.43M - $1.49M
|
51.2K
$1.45M
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
50KNew |
$1.39M - $1.46M
|
50K
$1.42M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
49.8K+ 113.24% |
$1.39M - $1.45M
|
93.9K
$2.66M
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
49.6K+ 25.47% |
$1.38M - $1.45M
|
244K
$6.93M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
48.1K+ 9.44% |
$1.34M - $1.4M
|
558K
$15.8M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
48K+ 659.95% |
$1.34M - $1.4M
|
55.3K
$1.57M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
46.8K+ 2205.94% |
$1.3M - $1.36M
|
48.9K
$1.39M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
44.9KNew |
$1.25M - $1.31M
|
44.9K
$1.27M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
44.5K+ 496.96% |
$1.24M - $1.3M
|
53.5K
$1.52M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
43.2K+ 284.15% |
$1.2M - $1.26M
|
58.4K
$1.66M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
42.6K+ 52545.68% |
$1.19M - $1.24M
|
42.6K
$1.21M
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
41.7K+ 18.18% |
$1.16M - $1.22M
|
271K
$7.68M
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
40.4K+ 5.88% |
$1.13M - $1.18M
|
728K
$20.6M
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
38.6K+ 5.26% |
$1.08M - $1.13M
|
773K
$21.9M
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
35.7KNew |
$995K - $1.04M
|
35.7K
$1.01M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.6KNew |
$991K - $1.04M
|
35.6K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
34.5K+ 693.65% |
$962K - $1.01M
|
39.5K
$1.12M
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
33.3K+ 147.44% |
$928K - $971K
|
55.9K
$1.58M
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
33.1KNew |
$921K - $964K
|
33.1K
$937K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
32.3KNew |
$900K - $942K
|
32.3K
$915K
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
32.2KNew |
$898K - $940K
|
32.2K
$914K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
30.2K+ 12.41% |
$841K - $880K
|
273K
$7.75M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
29.8KNew |
$831K - $869K
|
29.8K
$845K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
29KNew |
$807K - $845K
|
29K
$821K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.3KNew |
$789K - $826K
|
28.3K
$803K
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
27.9KNew |
$779K - $815K
|
27.9K
$792K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27.3K+ 4517.36% |
$762K - $797K
|
27.9K
$792K
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
26.9K+ 9.69% |
$749K - $783K
|
304K
$8.62M
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
26.5K+ 93.17% |
$737K - $772K
|
54.9K
$1.56M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
25K+ 6.5% |
$698K - $730K
|
410K
$11.6M
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24.8KNew |
$692K - $724K
|
24.8K
$704K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.7KNew |
$687K - $719K
|
24.7K
$699K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.7KNew |
$687K - $719K
|
24.7K
$699K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.2KNew |
$674K - $705K
|
24.2K
$686K
|