Purchases and Sales Made in Q4 2024 in Spdr Ser Tr Spdr Portfolio Int (SPTI)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Int (SPTI) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO INT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.72M+ 45.39% |
$75.7M - $79.1M
|
8.73M
$243M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.72M+ 1667.49% |
$75.6M - $79M
|
2.88M
$80.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.01M+ 1552.79% |
$55.9M - $58.4M
|
2.14M
$59.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.61M+ 4.38% |
$44.8M - $46.8M
|
38.4M
$1.07B
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.42M+ 5282.83% |
$39.5M - $41.3M
|
1.45M
$40.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.32M+ 3.89% |
$36.7M - $38.4M
|
35.3M
$982M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.22M+ 8954.43% |
$33.8M - $35.3M
|
1.23M
$34.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.14MNew |
$31.7M - $33.2M
|
1.14M
$31.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.14MNew |
$31.7M - $33.1M
|
1.14M
$31.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.11MNew |
$30.8M - $32.2M
|
1.11M
$30.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
986K+ 48.8% |
$27.4M - $28.6M
|
3.01M
$83.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
825KNew |
$22.9M - $24M
|
825K
$23M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
744K+ 2410.28% |
$20.7M - $21.6M
|
775K
$21.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
687K+ 45.78% |
$19.1M - $19.9M
|
2.19M
$60.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
612K+ 160.25% |
$17M - $17.8M
|
994K
$27.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
594K+ 6395.19% |
$16.5M - $17.3M
|
604K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
499KNew |
$13.9M - $14.5M
|
499K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
491K+ 742.42% |
$13.7M - $14.3M
|
557K
$15.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
392K+ 50.8% |
$10.9M - $11.4M
|
1.16M
$32.4M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
381K+ 17.05% |
$10.6M - $11.1M
|
2.62M
$72.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
362KNew |
$10.1M - $10.5M
|
362K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
317K+ 17.19% |
$8.81M - $9.2M
|
2.16M
$60.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
298KNew |
$8.29M - $8.66M
|
298K
$8.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
297KNew |
$8.26M - $8.63M
|
297K
$8.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
262KNew |
$7.28M - $7.61M
|
262K
$7.29M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
257KNew |
$7.15M - $7.48M
|
257K
$7.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
220KNew |
$6.11M - $6.39M
|
220K
$6.12M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
210K+ 19.5% |
$5.84M - $6.1M
|
1.29M
$35.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
201KNew |
$5.58M - $5.84M
|
201K
$5.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
199K+ 4.62% |
$5.54M - $5.79M
|
4.52M
$126M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
192K+ 6.42% |
$5.34M - $5.58M
|
3.19M
$88.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
181K+ 17.44% |
$5.04M - $5.26M
|
1.22M
$33.9M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
146K+ 11.64% |
$4.07M - $4.25M
|
1.4M
$39.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
145K+ 405.56% |
$4.02M - $4.2M
|
180K
$5.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
128K+ 14.38% |
$3.57M - $3.73M
|
1.02M
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
120K+ 2.38% |
$3.33M - $3.48M
|
5.16M
$144M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
107K+ 203.87% |
$2.96M - $3.1M
|
159K
$4.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
103KNew |
$2.85M - $2.98M
|
103K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
95.8K+ 69.65% |
$2.66M - $2.78M
|
233K
$6.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
90.7K+ 31.28% |
$2.52M - $2.63M
|
381K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
83.2KNew |
$2.31M - $2.42M
|
83.2K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.7K+ 1.95% |
$1.8M - $1.88M
|
3.39M
$94.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
62.1KNew |
$1.73M - $1.8M
|
62.1K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60.2K+ 11.57% |
$1.67M - $1.75M
|
581K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
58KNew |
$1.61M - $1.68M
|
58K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.7K+ 11.23% |
$1.47M - $1.53M
|
523K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
52.4K+ 3.12% |
$1.46M - $1.52M
|
1.73M
$48.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46K+ 28.92% |
$1.28M - $1.34M
|
205K
$5.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
45.4K+ 10.44% |
$1.26M - $1.32M
|
480K
$13.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
43.7KNew |
$1.21M - $1.27M
|
43.7K
$1.21M
|