Purchases and Sales Made in Q1 2022 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO LONG TERM TREAS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22.8M+ 100.69% |
$838M - $936M
|
45.3M
$1.22B
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
5.52M+ 27.27% |
$203M - $227M
|
25.7M
$693M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.38M+ 3874.59% |
$161M - $180M
|
4.5M
$121M
|
|
May 13, 2022
Q1 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
1.7M+ 18.36% |
$62.6M - $69.9M
|
11M
$295M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.29M+ 55.22% |
$47.4M - $52.9M
|
3.62M
$97.3M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.17M+ 5.69% |
$43.1M - $48.1M
|
21.7M
$585M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
641K+ 223.37% |
$23.6M - $26.4M
|
928K
$25M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
568K+ 17.04% |
$20.9M - $23.3M
|
3.9M
$105M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
542K+ 468.39% |
$20M - $22.3M
|
658K
$17.7M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
420K+ 27.18% |
$15.4M - $17.3M
|
1.96M
$52.8M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
417K+ 81.3% |
$15.3M - $17.1M
|
929K
$25M
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
390KNew |
$14.4M - $16M
|
390K
$10.5M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
365K+ 120.61% |
$13.4M - $15M
|
667K
$18M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
299K+ 558.63% |
$11M - $12.3M
|
353K
$9.5M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
283K+ 20.04% |
$10.4M - $11.6M
|
1.69M
$45.6M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
276K+ 41.11% |
$10.2M - $11.3M
|
946K
$25.5M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
273K+ 22.52% |
$10.1M - $11.2M
|
1.49M
$40M
|
|
Apr 18, 2022
Q1 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
257KNew |
$9.46M - $10.6M
|
257K
$6.92M
|
|
May 16, 2022
Q1 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
252KNew |
$9.3M - $10.4M
|
252K
$6.8M
|
|
May 17, 2022
Q1 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
246K+ 280.51% |
$9.07M - $10.1M
|
334K
$8.99M
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
189KNew |
$6.96M - $7.78M
|
189K
$5.09M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
165K+ 417.7% |
$6.06M - $6.77M
|
204K
$5.49M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
149KNew |
$5.5M - $6.14M
|
149K
$4.02M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
141K+ 33.54% |
$5.21M - $5.82M
|
563K
$15.2M
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
130K+ 108.81% |
$4.8M - $5.37M
|
250K
$6.74M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
128K+ 172.97% |
$4.7M - $5.25M
|
202K
$5.42M
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
121K+ 34.05% |
$4.45M - $4.97M
|
476K
$12.8M
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
115K+ 835.84% |
$4.25M - $4.74M
|
129K
$3.48M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
112KNew |
$4.14M - $4.62M
|
112K
$3.03M
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
108KNew |
$3.99M - $4.46M
|
108K
$2.92M
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
97KNew |
$3.57M - $3.99M
|
97K
$2.61M
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
87.2KNew |
$3.21M - $3.59M
|
87.2K
$2.35M
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
80.2KNew |
$2.95M - $3.3M
|
80.2K
$2.16M
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
73.2K+ 241.75% |
$2.69M - $3.01M
|
103K
$2.79M
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
71.2KNew |
$2.62M - $2.93M
|
71.2K
$1.92M
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
69.2KNew |
$2.55M - $2.85M
|
69.2K
$1.86M
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
67.6KNew |
$2.49M - $2.78M
|
67.6K
$1.82M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
66.3K+ 71.99% |
$2.44M - $2.73M
|
158K
$4.26M
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
64.5KNew |
$2.37M - $2.65M
|
64.5K
$1.74M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
62.7K+ 97.07% |
$2.31M - $2.58M
|
127K
$3.43M
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
60.8K+ 51.26% |
$2.24M - $2.5M
|
179K
$4.83M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
56K+ 30.69% |
$2.06M - $2.3M
|
239K
$6.42M
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
55.1K+ 98.31% |
$2.03M - $2.27M
|
111K
$2.99M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
54.2KNew |
$2M - $2.23M
|
54.2K
$1.46M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.4K+ 64.19% |
$1.67M - $1.87M
|
116K
$3.13M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42K+ 45.15% |
$1.54M - $1.73M
|
135K
$3.63M
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
41.4K+ 6.92% |
$1.52M - $1.7M
|
639K
$17.2M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.8K+ 147.36% |
$1.43M - $1.6M
|
65.1K
$1.75M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
38.3K+ 26.43% |
$1.41M - $1.58M
|
183K
$4.93M
|
|
Feb 14, 2023
Q1 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
34.5K+ 13.28% |
$1.27M - $1.42M
|
294K
$7.93M
|