Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Int (SPTI)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Int (SPTI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26KNew |
$723K - $755K
|
26K
$726K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.1K- 10.42% |
$30.7K - $32K
|
9.49K
$265K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-54.5K- 57.65% |
$1.51M - $1.58M
|
40K
$1.12M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.29K- 8.48% |
$35.8K - $37.4K
|
13.9K
$388K
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-6.34K- 8.89% |
$176K - $184K
|
65K
$1.81M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.55K- 4.77% |
$98.6K - $103K
|
70.8K
$1.98M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-668- 3.13% |
$18.6K - $19.4K
|
20.7K
$577K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
123New |
$3.42K - $3.57K
|
123
$3.44K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
21.3K+ 7.23% |
$591K - $618K
|
316K
$8.81M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-32.6K- 1.95% |
$907K - $948K
|
1.64M
$45.9M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.22M+ 8954.43% |
$33.8M - $35.3M
|
1.23M
$34.4M
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.59K+ 9.94% |
$71.9K - $75.1K
|
28.6K
$798K
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-16.6K- 16.45% |
$462K - $483K
|
84.4K
$2.36M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
113+ 1.46% |
$3.14K - $3.28K
|
7.84K
$219K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.11MNew |
$30.8M - $32.2M
|
1.11M
$31M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
102New |
$2.84K - $2.96K
|
102
$2.85K
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
42.9K+ 6.77% |
$1.19M - $1.25M
|
677K
$18.9M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.14MNew |
$31.7M - $33.2M
|
1.14M
$31.9M
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.14MNew |
$31.7M - $33.1M
|
1.14M
$31.9M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.1K+ 36.14% |
$310K - $324K
|
42K
$1.17M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.12K+ 2801.38% |
$226K - $236K
|
8.41K
$235K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.54K+ 6.64% |
$42.8K - $44.7K
|
24.7K
$690K
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-49K- 9.77% |
$1.36M - $1.42M
|
453K
$12.6M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
588+ 5.08% |
$16.3K - $17.1K
|
12.2K
$339K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
23.4K+ 36.27% |
$652K - $681K
|
88.1K
$2.46M
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-250- 0.23% |
$6.95K - $7.26K
|
110K
$3.08M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-230- 96.23% |
$6.39K - $6.68K
|
9
$251
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
687K+ 45.78% |
$19.1M - $19.9M
|
2.19M
$61.1M
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-106K- 25.8% |
$2.94M - $3.07M
|
304K
$8.48M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-756K- 98.19% |
$21M - $22M
|
13.9K
$388K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
149+ 9.07% |
$4.14K - $4.33K
|
1.79K
$50.1K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11K+ 13.01% |
$31K - $32.4K
|
9.68K
$270K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-34.7K- 6.53% |
$964K - $1.01M
|
496K
$13.9M
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$422K - $440K
|
15.2K
$424K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.69KNew |
$242K - $253K
|
8.69K
$243K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.6KNew |
$377K - $394K
|
13.6K
$379K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
103KNew |
$2.85M - $2.98M
|
103K
$2.86M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
32New |
$890 - $930
|
32
$894
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 2.22% |
$55.6 - $58.1
|
92
$2.57K
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.33K- 5.43% |
$64.6K - $67.5K
|
40.5K
$1.13M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.6K+ 21.88% |
$574K - $599K
|
115K
$3.21M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.66K+ 1.6% |
$102K - $106K
|
232K
$6.49M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
335New |
$9.31K - $9.73K
|
335
$9.36K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-854- 5.1% |
$23.7K - $24.8K
|
15.9K
$444K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
393+ 2.22% |
$10.9K - $11.4K
|
18.1K
$506K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-33.2K- 83.93% |
$923K - $964K
|
6.36K
$178K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
199K+ 4.62% |
$5.54M - $5.79M
|
4.52M
$126M
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7.53K+ 18.43% |
$209K - $219K
|
48.4K
$1.35M
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.63K- 6.91% |
$73.1K - $76.4K
|
35.5K
$990K
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-14.5K- 22.18% |
$403K - $421K
|
50.8K
$1.42M
|