Purchases and Sales Made in Q4 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 Q4 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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Jan 10, 2024 Q4 2023	Creative Financial Designs Inc	BUY	-	2.07K + 50.91%	$56.1K - $59.4K	6.15K $174K
Feb 05, 2024 Q4 2023	Castleview Partners, LLC Dallas, TX	BUY	-	1.92K + 753.94%	$51.8K - $54.8K	2.17K $61.5K
Jan 29, 2024 Q4 2023	Root Financial Partners, LLC Solana Beach, CA	BUY	-	1.78K + 12.43%	$48.1K - $51K	16.1K $456K
Feb 14, 2024 Q4 2023	Garrett Wealth Advisory Group, LLC	BUY	-	1.64K + 1.51%	$44.3K - $46.9K	110K $3.13M
Feb 08, 2024 Q4 2023	Tortoise Investment Management, LLC	BUY	-	1.62K New	$43.7K - $46.3K	1.62K $45.8K
Jan 29, 2024 Q4 2023	Baystate Wealth Management LLC	BUY	-	1.58K + 1.24%	$42.8K - $45.4K	129K $3.65M
Feb 14, 2024 Q4 2023	Caitlin John, LLC Brighton, MI	BUY	-	1.49K New	$40.2K - $42.5K	1.49K $42.1K
Jan 12, 2024 Q4 2023	Presidio Capital Management, LLC	BUY	-	1.39K + 15.55%	$37.7K - $39.9K	10.4K $294K
Jan 29, 2024 Q4 2023	Org Partners LLC Roanoke, IN	BUY	-	1K + 118.7%	$27.1K - $28.7K	1.85K $52.4K
Jan 12, 2024 Q4 2023	Empirical Asset Management, LLC	BUY	-	986 + 10.48%	$26.7K - $28.2K	10.4K $295K
Jan 29, 2024 Q4 2023	Vontobel Holding Ltd.	BUY	-	830 + 2.73%	$22.5K - $23.8K	31.2K $884K
Jun 03, 2024 Q4 2023	Vontobel Holding Ltd.	BUY	-	830 + 2.73%	$22.5K - $23.8K	31.2K $884K
Feb 07, 2024 Q4 2023	Mc Kinley Carter Wealth Services, Inc.	BUY	-	667 + 7.42%	$18K - $19.1K	9.66K $274K
Feb 12, 2024 Q4 2023	Blair William & CO Chicago, IL	BUY	-	590 + 19.7%	$16K - $16.9K	3.59K $102K
Jan 24, 2024 Q4 2023	Auour Investments LLC Wenham, MA	BUY	-	564 + 0.3%	$15.3K - $16.2K	187K $5.31M
Feb 14, 2024 Q4 2023	Rmb Capital Management, LLC	BUY	-	550 + 4.27%	$14.9K - $15.8K	13.4K $381K
Feb 14, 2024 Q4 2023	Guardian Wealth Advisors, LLC Raleigh, NC	BUY	-	497 New	$13.4K - $14.2K	497 $14.1K
Feb 07, 2024 Q4 2023	Huntington National Bank Columbus, OH	BUY	-	496 New	$13.4K - $14.2K	496 $14.1K
Mar 07, 2024 Q4 2023	Ica Group Wealth Management, LLC Denver, CO	BUY	-	454 + 3.27%	$12.3K - $13K	14.3K $406K
Feb 12, 2024 Q4 2023	Clearstead Advisors, LLC Cleveland, OH	BUY	-	383 New	$10.4K - $11K	383 $10.9K
Jan 30, 2024 Q4 2023	Oakworth Capital, Inc.	BUY	-	380 New	$10.3K - $10.9K	380 $10.8K
Feb 12, 2024 Q4 2023	Smartleaf Asset Management LLC Boston, MA	BUY	-	302 New	$8.17K - $8.65K	302 $8.56K
Feb 13, 2024 Q4 2023	Aptus Capital Advisors, LLC	BUY	-	275 + 3.91%	$7.44K - $7.88K	7.31K $207K
Feb 07, 2024 Q4 2023	Vise Technologies, Inc. New York, NY	BUY	-	208 + 0.76%	$5.63K - $5.96K	27.6K $784K
Feb 09, 2024 Q4 2023	Bessemer Group Inc Woodbridge, NJ	BUY	-	203 New	$5.49K - $5.81K	203 $5.76K
Feb 05, 2024 Q4 2023	Islay Capital Management, LLC Lubbock, TX	BUY	-	198 New	$5.36K - $5.67K	198 $5.61K
Feb 20, 2024 Q4 2023	Able Wealth Management LLC Lakewood, NJ	BUY	-	188 New	$5.09K - $5.38K	188 $5.33K
Feb 13, 2024 Q4 2023	Prudential Financial Inc Newark, NJ	BUY	-	157 + 1.62%	$4.25K - $4.5K	9.83K $279K
Feb 27, 2025 Q4 2023	Reap Financial Group, LLC Austin, TX	BUY	-	135 New	$3.65K - $3.87K	135 $3.83K
Feb 05, 2024 Q4 2023	Howe & Rusling Inc Rochester, NY	BUY	-	73 New	$1.97K - $2.09K	73 $2.07K
Feb 05, 2024 Q4 2023	Plante Moran Financial Advisors, LLC	BUY	-	62 New	$1.68K - $1.78K	62 $1.76K
Feb 09, 2024 Q4 2023	Annis Gardner Whiting Capital Advisors, LLC Tampa, FL	BUY	-	54 + 3.16%	$1.46K - $1.55K	1.76K $50K
Feb 09, 2024 Q4 2023	Us Bancorp \De\	BUY	-	33 + 3.36%	$893 - $945	1.02K $28.8K
Mar 01, 2024 Q4 2023	Creekmur Asset Management LLC Morton, IL	BUY	-	33 New	$893 - $945	33 $936
Feb 14, 2024 Q4 2023	Coppell Advisory Solutions LLC Coppell, TX	BUY	-	23 + 7.32%	$622 - $659	337 $9.55K
Feb 09, 2024 Q4 2023	Citigroup Inc	BUY	-	15 + 0.11%	$406 - $430	13.3K $378K
Feb 09, 2024 Q4 2023	Covestor LTD Boston, MA	BUY	-	9 New	$243 - $258	9 $255
Feb 09, 2024 Q4 2023	Frazier Financial Advisors, LLC Columbus, OH	BUY	-	5 New	$135 - $143	5 $142
Jan 31, 2024 Q4 2023	Kathleen S. Wright Associates Inc.	BUY	-	1 + 0.17%	$27.1 - $28.6	589 $16.7K
Feb 01, 2024 Q4 2023	Larson Financial Group LLC	SELL	-	-8 - 38.1%	$216 - $229	13 $369
Jan 23, 2024 Q4 2023	Insight Advisors, LLC Newtown, PA	SELL	-	-16 - 0.06%	$433 - $458	25.8K $731K
Feb 14, 2024 Q4 2023	Vital Stone Financial, LLC Shavano Park, TX	SELL	-	-79 - 14.71%	$2.14K - $2.26K	458 $13K
Feb 14, 2024 Q4 2023	Farther Finance Advisors, LLC San Francisco, CA	SELL	-	-83 - 23.45%	$2.25K - $2.38K	271 $7.68K
Jan 19, 2024 Q4 2023	Advisor Net Financial, Inc	SELL	-	-109 - 99.09%	$2.95K - $3.12K	1 $28.4
Jan 16, 2024 Q4 2023	Horizon Bancorp Inc /In/ Michigan City, IN	SELL	-	-125 - 32.05%	$3.38K - $3.58K	265 $7.51K
Jan 17, 2024 Q4 2023	Flagship Private Wealth, LLC	SELL	-	-168 - 2.06%	$4.54K - $4.81K	7.98K $226K
Feb 13, 2024 Q4 2023	Qube Research & Technologies LTD London, X0	SELL	-	-655 - 5.03%	$17.7K - $18.8K	12.4K $351K
Feb 05, 2024 Q4 2023	Hexagon Capital Partners LLC	SELL	-	-747 - 75.3%	$20.2K - $21.4K	245 $6.95K
Feb 05, 2024 Q4 2023	Mach 1 Financial Group, LLC Bentonville, AR	SELL	-	-800 - 8.77%	$21.6K - $22.9K	8.32K $236K
Feb 13, 2024 Q4 2023	Cetera Advisor Networks LLC El Segundo, CA	SELL	-	-903 - 0.21%	$24.4K - $25.9K	423K $12M

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q4 2023 in Spdr Ser Tr Spdr Portfolio Int (SPTI)

2.07K

1.92K

1.78K

1.64K

1.62K

1.58K

1.49K

1.39K

1K

986

830

830

667

590

564

550

497

496

454

383

380

302

275

208

203

198

188

157

135

73

62

54

33

33

23

15

9

5

1

-8

-16

-79

-83

-109

-125

-168

-655

-747

-800

-903

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