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 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.69KNew |
$75K - $78.5K
|
2.69K
$76.7K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
85.6KNew |
$2.39M - $2.5M
|
85.6K
$2.44M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.96KNew |
$194K - $203K
|
6.96K
$199K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
322KNew |
$8.96M - $9.38M
|
322K
$9.17M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
2.36KNew |
$65.7K - $68.7K
|
2.36K
$67.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.49KNew |
$125K - $131K
|
4.49K
$128K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-61- 2.13% |
$1.7K - $1.78K
|
2.8K
$79.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-132K- 52.34% |
$3.67M - $3.84M
|
120K
$3.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-16.9K- 38.92% |
$470K - $492K
|
26.5K
$755K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
143New |
$3.99K - $4.17K
|
143
$4.08K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
82New |
$2.29K - $2.39K
|
82
$2.34K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.94KNew |
$54.2K - $56.7K
|
1.94K
$55.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
584New |
$16.3K - $17K
|
584
$16.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$307 - $321
|
11
$314
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
50KNew |
$1.39M - $1.46M
|
50K
$1.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
25New |
$697 - $729
|
25
$713
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
13.7KNew |
$383K - $401K
|
13.7K
$392K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
51.2KNew |
$1.43M - $1.49M
|
51.2K
$1.46M
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
17KNew |
$474K - $496K
|
17K
$485K
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
275KNew |
$7.67M - $8.03M
|
275K
$7.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-64- 81.01% |
$1.78K - $1.87K
|
15
$428
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
61KNew |
$1.7M - $1.78M
|
61K
$1.74M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24.8KNew |
$692K - $724K
|
24.8K
$708K
|
|
| 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
$1.34K
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
32.2KNew |
$888K - $928K
|
32.2K
$919K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
453New |
$12.5K - $13.1K
|
453
$12.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
314New |
$8.66K - $9.05K
|
314
$8.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
89.8KNew |
$2.48M - $2.59M
|
89.8K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
133KNew |
$3.67M - $3.84M
|
133K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.8K- 0.49% |
$77.3K - $80.8K
|
571K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
125New |
$3.45K - $3.6K
|
125
$3.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.16K+ 64.49% |
$87.1K - $91.1K
|
8.06K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
463+ 1.12% |
$12.8K - $13.3K
|
42K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
826New |
$22.8K - $23.8K
|
826
$23.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
206+ 3.2% |
$5.68K - $5.94K
|
6.65K
$190K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
26.5KNew |
$731K - $764K
|
26.5K
$756K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-574- 3.33% |
$15.8K - $16.5K
|
16.6K
$475K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-5.23K- 28.09% |
$144K - $151K
|
13.4K
$382K
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
9.37KNew |
$258K - $270K
|
9.37K
$267K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
190New |
$5.24K - $5.48K
|
190
$5.42K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$390K - $407K
|
14.1K
$403K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-489- 66.44% |
$13.5K - $14.1K
|
247
$7.04K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
20.3KNew |
$560K - $585K
|
20.3K
$579K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
274KNew |
$7.56M - $7.9M
|
274K
$7.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
74New |
$2.04K - $2.13K
|
74
$2.11K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-550- 4.25% |
$15.2K - $15.9K
|
12.4K
$353K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.8K- 40.69% |
$105K - $109K
|
5.54K
$158K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
67New |
$1.85K - $1.93K
|
67
$1.91K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-150- 62.5% |
$4.14K - $4.32K
|
90
$2.57K
|
|