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 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.16K- 13.16% |
$32.4K - $33.2K
|
7.65K
$214K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.18K- 65.15% |
$117K - $120K
|
2.24K
$62.4K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
96New |
$2.68K - $2.75K
|
96
$2.68K
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.85K+ 6.44% |
$51.8K - $53.1K
|
30.6K
$856K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
113New |
$3.16K - $3.24K
|
113
$3.16K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.41K+ 65.7% |
$263K - $270K
|
23.7K
$663K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-138- 50.0% |
$3.86K - $3.95K
|
138
$3.85K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.79K- 38.54% |
$162K - $166K
|
9.23K
$258K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.6K+ 6.28% |
$743K - $761K
|
450K
$12.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.1K+ 41.51% |
$814K - $834K
|
99.3K
$2.77M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.6KNew |
$353K - $362K
|
12.6K
$353K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2K- 64.13% |
$55.9K - $57.3K
|
1.12K
$31.3K
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.16KNew |
$200K - $205K
|
7.16K
$200K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 66.67% |
$168 - $172
|
3
$83.8
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4.74K- 99.87% |
$132K - $136K
|
6
$168
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
93.8KNew |
$2.62M - $2.69M
|
93.8K
$2.62M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.06K+ 16.22% |
$141K - $145K
|
36.2K
$1.01M
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
384New |
$10.7K - $11K
|
384
$10.7K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-62.5K- 79.28% |
$1.75M - $1.79M
|
16.3K
$456K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 3.23% |
$27.9 - $28.6
|
32
$894
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.52KNew |
$210K - $215K
|
7.52K
$210K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
500New |
$14K - $14.3K
|
500
$14K
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-23.2K- 49.62% |
$648K - $664K
|
23.5K
$658K
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.29K- 23.39% |
$63.9K - $65.5K
|
7.49K
$209K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
985New |
$27.5K - $28.2K
|
985
$27.5K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.47KNew |
$97K - $99.4K
|
3.47K
$96.9K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
280New |
$7.82K - $8.02K
|
280
$7.82K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.17K+ 88.1% |
$173K - $177K
|
13.2K
$368K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
168New |
$4.69K - $4.81K
|
168
$4.69K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-264K- 91.81% |
$7.39M - $7.57M
|
23.6K
$659K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-71- 26.79% |
$1.98K - $2.03K
|
194
$5.42K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-80.4K- 65.8% |
$2.25M - $2.3M
|
41.8K
$1.17M
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
20.4M+ 342.05% |
$571M - $586M
|
26.4M
$738M
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-53K- 76.55% |
$1.48M - $1.52M
|
16.2K
$454K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
22.7K+ 1.41% |
$634K - $650K
|
1.63M
$45.6M
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-425- 2.26% |
$11.9K - $12.2K
|
18.4K
$514K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
54New |
$1.51K - $1.55K
|
54
$1.51K
|
|
Q4 2023 | |||||||
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
391K+ 948.02% |
$10.6M - $11.2M
|
432K
$12.1M
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
33New |
$893 - $945
|
33
$922
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
188New |
$5.09K - $5.38K
|
188
$5.25K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-950- 50.0% |
$25.7K - $27.2K
|
950
$26.5K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
497New |
$13.4K - $14.2K
|
497
$13.9K
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-12.8K- 56.61% |
$347K - $368K
|
9.84K
$275K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-655- 5.03% |
$17.7K - $18.8K
|
12.4K
$346K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
16.9KNew |
$458K - $485K
|
16.9K
$473K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
383New |
$10.4K - $11K
|
383
$10.7K
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10KNew |
$271K - $287K
|
10K
$280K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5New |
$135 - $143
|
5
$140
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
21.3KNew |
$577K - $611K
|
21.3K
$595K
|