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
|
Covestor LTD
Boston, MA |
BUY
|
- |
96+ 564.71% |
$3.53K - $3.95K
|
113
$3.04K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
85+ 2.75% |
$3.13K - $3.5K
|
3.18K
$85.6K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
82New |
$3.02K - $3.37K
|
82
$2.21K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81+ 0.37% |
$2.98K - $3.33K
|
21.9K
$589K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79New |
$2.91K - $3.25K
|
79
$2.13K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
74New |
$2.72K - $3.04K
|
74
$1.99K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
60New |
$2.21K - $2.47K
|
60
$1.62K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
27New |
$994 - $1.11K
|
27
$727
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
25+ 32.05% |
$921 - $1.03K
|
103
$2.77K
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
16+ 7.66% |
$589 - $658
|
225
$6.06K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15+ 5.36% |
$552 - $617
|
295
$7.94K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5New |
$184 - $206
|
5
$135
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3New |
$110 - $123
|
3
$80.8
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 50.0% |
$36.8 - $41.1
|
3
$80.8
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.62% |
$36.8 - $41.1
|
162
$4.36K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-6Closed |
$221 - $247
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-24Closed |
$884 - $987
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-26Closed |
$957 - $1.07K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-46Closed |
$1.69K - $1.89K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-55- 22.63% |
$2.03K - $2.26K
|
188
$5.06K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-59Closed |
$2.17K - $2.43K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-72Closed |
$2.65K - $2.96K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-85- 5.91% |
$3.13K - $3.5K
|
1.35K
$36.4K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-97Closed |
$3.57K - $3.99K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-97Closed |
$3.57K - $3.99K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-116- 6.02% |
$4.27K - $4.77K
|
1.81K
$48.8K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-120- 1.66% |
$4.42K - $4.94K
|
7.13K
$192K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-176- 2.48% |
$6.48K - $7.24K
|
6.91K
$186K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-181- 23.51% |
$6.66K - $7.45K
|
589
$15.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-188- 0.71% |
$6.92K - $7.73K
|
26.3K
$708K
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-197- 2.03% |
$7.25K - $8.1K
|
9.53K
$256K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-198- 5.32% |
$7.29K - $8.15K
|
3.53K
$94.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-207- 1.69% |
$7.62K - $8.52K
|
12.1K
$324K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-220Closed |
$8.1K - $9.05K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-227- 12.69% |
$8.36K - $9.34K
|
1.56K
$42K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-228- 32.52% |
$8.39K - $9.38K
|
473
$12.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-262Closed |
$9.65K - $10.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-313- 71.3% |
$11.5K - $12.9K
|
126
$3.39K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-331- 31.49% |
$12.2K - $13.6K
|
720
$19.4K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-348Closed |
$12.8K - $14.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-358Closed |
$13.2K - $14.7K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-560Closed |
$20.6K - $23K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-571- 4.21% |
$21K - $23.5K
|
13K
$350K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-635- 1.97% |
$23.4K - $26.1K
|
31.6K
$851K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-788- 43.32% |
$29K - $32.4K
|
1.03K
$27.8K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-886- 11.08% |
$32.6K - $36.5K
|
7.11K
$192K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-954Closed |
$35.1K - $39.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.03K- 54.12% |
$38K - $42.5K
|
875
$23.6K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.06K- 15.29% |
$39K - $43.6K
|
5.87K
$158K
|