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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.6K- 21.2% |
$72.5K - $75.9K
|
9.67K
$271K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.61K+ 19.49% |
$72.8K - $76.2K
|
16K
$449K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
79New |
$2.2K - $2.3K
|
79
$2.22K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.19K- 17.34% |
$60.9K - $63.7K
|
10.4K
$292K
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
318KNew |
$8.87M - $9.28M
|
318K
$8.93M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
23.1MNew |
$645M - $674M
|
23.1M
$649M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
185New |
$5.16K - $5.39K
|
185
$5.19K
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.12KNew |
$198K - $208K
|
7.12K
$200K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
133KNew |
$3.7M - $3.87M
|
133K
$3.72M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
250New |
$6.97K - $7.29K
|
250
$7.02K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
85.6KNew |
$2.39M - $2.5M
|
85.6K
$2.4M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.69KNew |
$75K - $78.5K
|
2.69K
$75.5K
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.96KNew |
$194K - $203K
|
6.96K
$195K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
322KNew |
$8.96M - $9.38M
|
322K
$9.02M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
2.36KNew |
$65.7K - $68.7K
|
2.36K
$66.1K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.49KNew |
$125K - $131K
|
4.49K
$126K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-61- 2.13% |
$1.7K - $1.78K
|
2.8K
$78.6K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-132K- 52.34% |
$3.67M - $3.84M
|
120K
$3.37M
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-16.9K- 38.92% |
$470K - $492K
|
26.5K
$743K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
143New |
$3.99K - $4.17K
|
143
$4.01K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
82New |
$2.29K - $2.39K
|
82
$2.3K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
584New |
$16.3K - $17K
|
584
$16.4K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.94KNew |
$54.2K - $56.7K
|
1.94K
$54.5K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$307 - $321
|
11
$309
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
50KNew |
$1.39M - $1.46M
|
50K
$1.4M
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
13.7KNew |
$383K - $401K
|
13.7K
$386K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
25New |
$697 - $729
|
25
$702
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
51.2KNew |
$1.43M - $1.49M
|
51.2K
$1.44M
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
275KNew |
$7.67M - $8.03M
|
275K
$7.73M
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
17KNew |
$474K - $496K
|
17K
$477K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-64- 81.01% |
$1.78K - $1.87K
|
15
$421
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
61KNew |
$1.7M - $1.78M
|
61K
$1.71M
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24.8KNew |
$692K - $724K
|
24.8K
$697K
|
|
Q4 2022 | |||||||
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-22.4KClosed |
$618K - $646K
|
0
$0
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
47New |
$1.3K - $1.35K
|
47
$1.32K
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
32.2KNew |
$888K - $928K
|
32.2K
$904K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
453New |
$12.5K - $13.1K
|
453
$12.7K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
314New |
$8.66K - $9.05K
|
314
$8.81K
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.8K- 0.49% |
$77.3K - $80.8K
|
571K
$16M
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
133KNew |
$3.67M - $3.84M
|
133K
$3.74M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
89.8KNew |
$2.48M - $2.59M
|
89.8K
$2.52M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
125New |
$3.45K - $3.6K
|
125
$3.51K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.16K+ 64.49% |
$87.1K - $91.1K
|
8.06K
$226K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
463+ 1.12% |
$12.8K - $13.3K
|
42K
$1.18M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
826New |
$22.8K - $23.8K
|
826
$23.2K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
206+ 3.2% |
$5.68K - $5.94K
|
6.65K
$186K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
26.5KNew |
$731K - $764K
|
26.5K
$744K
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-574- 3.33% |
$15.8K - $16.5K
|
16.6K
$467K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-130- 33.33% |
$3.58K - $3.75K
|
260
$7.3K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-5.23K- 28.09% |
$144K - $151K
|
13.4K
$376K
|