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 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
42.9K+ 6.77% |
$1.19M - $1.25M
|
677K
$18.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
41.5KNew |
$1.15M - $1.21M
|
41.5K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
38.5K+ 4.13% |
$1.07M - $1.12M
|
970K
$27M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
38.5K+ 14.61% |
$1.07M - $1.12M
|
302K
$8.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
35.8K+ 10.61% |
$995K - $1.04M
|
373K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
33.9K+ 386.6% |
$942K - $984K
|
42.6K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
32.3K+ 1.14% |
$898K - $938K
|
2.88M
$80M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
28.7KNew |
$799K - $835K
|
28.7K
$799K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.6K+ 15.04% |
$767K - $801K
|
211K
$5.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
26.3K+ 2.25% |
$732K - $765K
|
1.2M
$33.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.3K+ 2.69% |
$730K - $763K
|
1M
$27.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26KNew |
$723K - $755K
|
26K
$723K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
25.7KNew |
$716K - $748K
|
25.7K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.3KNew |
$676K - $707K
|
24.3K
$677K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
23.6K+ 3.97% |
$655K - $684K
|
617K
$17.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
23.5KNew |
$652K - $681K
|
23.5K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
23.4K+ 36.27% |
$652K - $681K
|
88.1K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
21.3K+ 7.23% |
$591K - $618K
|
316K
$8.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.6K+ 21.88% |
$574K - $599K
|
115K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
19.8K+ 6.35% |
$550K - $575K
|
331K
$9.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 50.45% |
$527K - $551K
|
56.5K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
17KNew |
$472K - $494K
|
17K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
16.4K+ 3.65% |
$456K - $476K
|
466K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.6K+ 73.09% |
$434K - $453K
|
37K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
15.2KNew |
$422K - $440K
|
15.2K
$422K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.5K+ 11.32% |
$404K - $422K
|
143K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.6KNew |
$377K - $394K
|
13.6K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.1K+ 16.59% |
$364K - $380K
|
92.1K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.7K+ 3.76% |
$353K - $369K
|
351K
$9.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.2KNew |
$312K - $326K
|
11.2K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.1K+ 36.14% |
$310K - $324K
|
42K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 15.37% |
$290K - $303K
|
78.4K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.2KNew |
$282K - $295K
|
10.2K
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
9.99K+ 43.1% |
$278K - $290K
|
33.2K
$923K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.89K+ 2.25% |
$275K - $287K
|
449K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.37K+ 1.48% |
$260K - $272K
|
644K
$17.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
9.13KNew |
$254K - $265K
|
9.13K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.1K+ 6.61% |
$253K - $264K
|
147K
$4.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.69KNew |
$242K - $253K
|
8.69K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
8.65K+ 5.16% |
$241K - $251K
|
176K
$4.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.63KNew |
$240K - $251K
|
8.63K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.35K+ 50.51% |
$232K - $243K
|
24.9K
$692K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.31K+ 4.06% |
$231K - $241K
|
213K
$5.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.12K+ 2801.38% |
$226K - $236K
|
8.41K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.9K+ 2.33% |
$220K - $230K
|
347K
$9.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7.53K+ 18.43% |
$209K - $219K
|
48.4K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.25KNew |
$202K - $211K
|
7.25K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
6.89K+ 33.58% |
$192K - $200K
|
27.4K
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
6.7K+ 8.55% |
$186K - $195K
|
85K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.58K+ 4.09% |
$183K - $191K
|
167K
$4.66M
|