Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.66K+ 6.43% |
$270K - $277K
|
160K
$4.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
9.56K+ 14.21% |
$267K - $274K
|
76.8K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.5KNew |
$265K - $272K
|
9.5K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.41K+ 65.7% |
$263K - $270K
|
23.7K
$666K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
9.26K+ 4.4% |
$259K - $265K
|
220K
$6.16M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.82KNew |
$246K - $253K
|
8.82K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.48K+ 55.71% |
$237K - $243K
|
23.7K
$665K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
8.35K+ 31.9% |
$233K - $239K
|
34.5K
$969K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
8.13K+ 33.97% |
$227K - $233K
|
32.1K
$900K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
8.07KNew |
$226K - $231K
|
8.07K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.99K+ 91.38% |
$223K - $229K
|
16.7K
$470K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.78KNew |
$217K - $223K
|
7.78K
$218K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.52KNew |
$210K - $215K
|
7.52K
$211K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.45K+ 17.32% |
$208K - $213K
|
50.5K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.45KNew |
$208K - $213K
|
7.45K
$209K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.2K+ 8.4% |
$201K - $206K
|
92.8K
$2.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.18KNew |
$201K - $206K
|
7.18K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.16KNew |
$200K - $205K
|
7.16K
$201K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
6.28K+ 26.25% |
$176K - $180K
|
30.2K
$848K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.21K+ 1.81% |
$173K - $178K
|
350K
$9.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.17K+ 88.1% |
$173K - $177K
|
13.2K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.1K+ 1.94% |
$170K - $175K
|
320K
$8.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.63K+ 3.25% |
$157K - $161K
|
179K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.43K+ 1.07% |
$152K - $155K
|
511K
$14.4M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.3K+ 7.14% |
$148K - $152K
|
79.6K
$2.23M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.06K+ 16.22% |
$141K - $145K
|
36.2K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.83K+ 6.56% |
$135K - $138K
|
78.4K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.81K+ 10.3% |
$134K - $138K
|
51.5K
$1.44M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.63K+ 129.49% |
$129K - $133K
|
8.21K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.48KNew |
$125K - $128K
|
4.48K
$126K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.14K+ 5.5% |
$116K - $119K
|
79.4K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.62K+ 33.9% |
$101K - $104K
|
14.3K
$401K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.47KNew |
$97K - $99.4K
|
3.47K
$97.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 16.39% |
$92.7K - $95.1K
|
23.6K
$661K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.44K+ 19.18% |
$68.3K - $70K
|
15.2K
$426K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.12K+ 1.13% |
$59.2K - $60.7K
|
189K
$5.31M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.89K+ 3.95% |
$52.8K - $54.1K
|
49.6K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.85K+ 6.44% |
$51.8K - $53.1K
|
30.6K
$860K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.52K+ 6.15% |
$42.6K - $43.6K
|
26.3K
$737K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.43K+ 5.25% |
$39.8K - $40.8K
|
28.6K
$803K
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.33K+ 2.48% |
$37.1K - $38K
|
54.9K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.25K+ 21.05% |
$35K - $35.9K
|
7.21K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.05K+ 24.74% |
$29.4K - $30.2K
|
5.31K
$149K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
985New |
$27.5K - $28.2K
|
985
$27.6K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
920+ 2.73% |
$25.7K - $26.3K
|
34.6K
$972K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
864+ 9.94% |
$24.1K - $24.7K
|
9.56K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
824+ 1.47% |
$23K - $23.6K
|
56.8K
$1.59M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
792New |
$22.1K - $22.7K
|
792
$22.2K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
787+ 3.08% |
$22K - $22.5K
|
26.4K
$740K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
756+ 10.34% |
$21.1K - $21.7K
|
8.07K
$226K
|