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 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 66.67% |
$168 - $172
|
3
$86.6
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4.74K- 99.87% |
$132K - $136K
|
6
$173
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.06K+ 16.22% |
$141K - $145K
|
36.2K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
93.8KNew |
$2.62M - $2.69M
|
93.8K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
384New |
$10.7K - $11K
|
384
$11.1K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
500New |
$14K - $14.3K
|
500
$14.4K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-23.2K- 49.62% |
$648K - $664K
|
23.5K
$680K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.29K- 23.39% |
$63.9K - $65.5K
|
7.49K
$216K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
985New |
$27.5K - $28.2K
|
985
$28.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
280New |
$7.82K - $8.02K
|
280
$8.08K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.17K+ 88.1% |
$173K - $177K
|
13.2K
$381K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
168New |
$4.69K - $4.81K
|
168
$4.85K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-71- 26.79% |
$1.98K - $2.03K
|
194
$5.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-80.4K- 65.8% |
$2.25M - $2.3M
|
41.8K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
22.7K+ 1.41% |
$634K - $650K
|
1.63M
$47.1M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
54New |
$1.51K - $1.55K
|
54
$1.56K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
188New |
$5.09K - $5.38K
|
188
$5.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
497New |
$13.4K - $14.2K
|
497
$14.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-950- 50.0% |
$25.7K - $27.2K
|
950
$27.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-12.8K- 56.61% |
$347K - $368K
|
9.84K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
383New |
$10.4K - $11K
|
383
$11.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
16.9KNew |
$458K - $485K
|
16.9K
$489K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5New |
$135 - $143
|
5
$144
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10KNew |
$271K - $287K
|
10K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 10.55% |
$72.5K - $76.8K
|
22.7K
$656K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
21.3KNew |
$577K - $611K
|
21.3K
$615K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.62KNew |
$43.7K - $46.3K
|
1.62K
$46.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-7.16K- 38.66% |
$194K - $205K
|
11.4K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
496New |
$13.4K - $14.2K
|
496
$14.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.2KNew |
$222K - $235K
|
8.2K
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-800- 8.77% |
$21.6K - $22.9K
|
8.32K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
62New |
$1.68K - $1.78K
|
62
$1.79K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
198New |
$5.36K - $5.67K
|
198
$5.72K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.1KNew |
$219K - $232K
|
8.1K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
380New |
$10.3K - $10.9K
|
380
$11K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.58K+ 1.24% |
$42.8K - $45.4K
|
129K
$3.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$385K - $408K
|
14.2K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-64.4K- 23.6% |
$1.74M - $1.85M
|
209K
$6.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.31KNew |
$198K - $209K
|
7.31K
$211K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.89K+ 49.33% |
$213K - $226K
|
23.9K
$689K
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
8.93KNew |
$241K - $256K
|
8.93K
$258K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-109- 99.09% |
$2.95K - $3.12K
|
1
$28.9
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
12.6KNew |
$341K - $361K
|
12.6K
$364K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-168- 2.06% |
$4.54K - $4.81K
|
7.98K
$230K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
141KNew |
$3.8M - $4.03M
|
141K
$4.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.39K+ 15.55% |
$37.7K - $39.9K
|
10.4K
$299K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-570- 10.48% |
$15.6K - $16.2K
|
4.87K
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
33.9KNew |
$930K - $965K
|
33.9K
$979K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
30.1KNew |
$826K - $857K
|
30.1K
$869K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26New |
$713 - $740
|
26
$751
|
|