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 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33.4K+ 332.29% |
$1.23M - $1.37M
|
43.4K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.2K+ 35.9% |
$1.15M - $1.29M
|
118K
$3.18M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
29.4K+ 51.57% |
$1.08M - $1.21M
|
86.4K
$2.32M
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
28.2K+ 269.22% |
$1.04M - $1.16M
|
38.6K
$1.04M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.9KNew |
$1.03M - $1.15M
|
27.9K
$752K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
26K+ 8.78% |
$956K - $1.07M
|
322K
$8.66M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.7K+ 608.83% |
$838K - $936K
|
26.5K
$713K
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
21.5KNew |
$792K - $885K
|
21.5K
$579K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3K+ 21.54% |
$672K - $751K
|
103K
$2.77M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
17.3K+ 31.42% |
$637K - $712K
|
72.4K
$1.95M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.8KNew |
$582K - $651K
|
15.8K
$426K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14.6K+ 36.36% |
$538K - $601K
|
54.8K
$1.47M
|
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
BUY
|
- |
14.5K+ 95.32% |
$536K - $598K
|
29.8K
$802K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.5KNew |
$536K - $598K
|
14.5K
$392K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 20.23% |
$533K - $596K
|
86.1K
$2.32M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
14.4K+ 143.14% |
$528K - $590K
|
24.4K
$656K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
14.3K+ 39.51% |
$528K - $590K
|
50.6K
$1.36M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.7K+ 96.54% |
$504K - $563K
|
27.9K
$750K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
13.7K+ 61.55% |
$503K - $562K
|
35.9K
$966K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
13.6K+ 181.48% |
$499K - $558K
|
21K
$566K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5KNew |
$498K - $556K
|
13.5K
$364K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.1K+ 300.62% |
$481K - $537K
|
17.4K
$469K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.2K+ 14.82% |
$448K - $500K
|
94.2K
$2.54M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.9K+ 61.78% |
$437K - $488K
|
31.1K
$836K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.8KNew |
$436K - $487K
|
11.8K
$319K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
11.8K+ 3.28% |
$435K - $486K
|
373K
$10M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.7KNew |
$430K - $481K
|
11.7K
$315K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.1K+ 139.67% |
$410K - $458K
|
19.1K
$514K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.7KNew |
$394K - $441K
|
10.7K
$288K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.7KNew |
$393K - $439K
|
10.7K
$287K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 34.28% |
$376K - $420K
|
40K
$1.08M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
10.2K+ 2.9% |
$374K - $418K
|
361K
$9.71M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.87KNew |
$363K - $406K
|
9.87K
$266K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.87KNew |
$363K - $406K
|
9.87K
$266K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9.6KNew |
$353K - $395K
|
9.6K
$258K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9.36K+ 261.17% |
$345K - $385K
|
12.9K
$349K
|
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
9.27K+ 2.31% |
$341K - $381K
|
411K
$11.1M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
9.04KNew |
$333K - $372K
|
9.04K
$243K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.95K+ 19.3% |
$330K - $368K
|
55.3K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.44K+ 7.57% |
$311K - $347K
|
120K
$3.23M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
7.83KNew |
$288K - $322K
|
7.83K
$211K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.76K+ 159.2% |
$286K - $319K
|
12.6K
$340K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.71K+ 76.63% |
$284K - $317K
|
17.8K
$478K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.69K+ 9.23% |
$283K - $316K
|
91K
$2.45M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.3K+ 28.29% |
$269K - $300K
|
33.1K
$891K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.15K+ 45.89% |
$263K - $294K
|
22.7K
$612K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.69KNew |
$246K - $275K
|
6.69K
$180K
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6.34K+ 31.45% |
$233K - $261K
|
26.5K
$713K
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.19K+ 33.33% |
$228K - $255K
|
24.8K
$667K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.55KNew |
$204K - $228K
|
5.55K
$150K
|