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 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 1.13% |
$43.9K - $49K
|
104K
$2.81M
|
|
May 16, 2022
Q1 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-1.67K- 2.99% |
$61.6K - $68.8K
|
54.2K
$1.46M
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.73K- 82.87% |
$63.8K - $71.3K
|
358
$9.67K
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.85K- 23.63% |
$68K - $76K
|
5.97K
$161K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.11K- 19.69% |
$77.7K - $86.8K
|
8.6K
$232K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.57K- 9.58% |
$94.5K - $106K
|
24.2K
$655K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.72K- 2.76% |
$100K - $112K
|
96.1K
$2.59M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.1K- 44.18% |
$114K - $128K
|
3.92K
$106K
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.14K- 0.8% |
$116K - $129K
|
391K
$10.6M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.33KClosed |
$123K - $137K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.39KClosed |
$125K - $139K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.75K- 19.3% |
$138K - $154K
|
15.7K
$423K
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.01K- 6.99% |
$184K - $206K
|
66.6K
$1.8M
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.18K- 26.73% |
$191K - $213K
|
14.2K
$383K
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-5.23KClosed |
$192K - $215K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.3KClosed |
$195K - $218K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.38KClosed |
$198K - $221K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5.74KClosed |
$211K - $236K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-5.75KClosed |
$212K - $236K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-5.82KClosed |
$214K - $239K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.85K- 6.66% |
$215K - $241K
|
81.9K
$2.21M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.09KClosed |
$224K - $250K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.1K- 3.93% |
$224K - $251K
|
149K
$4.02M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.13K- 97.55% |
$226K - $252K
|
154
$4.16K
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-6.34K- 25.48% |
$233K - $261K
|
18.5K
$501K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.8KClosed |
$250K - $280K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.09KClosed |
$261K - $292K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.39K- 9.86% |
$272K - $304K
|
67.5K
$1.82M
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-7.39KClosed |
$272K - $304K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-7.5KClosed |
$276K - $309K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.53K- 8.12% |
$277K - $310K
|
85.1K
$2.3M
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-7.66KClosed |
$282K - $315K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.79K- 5.78% |
$287K - $321K
|
127K
$3.43M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.53KClosed |
$351K - $392K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-9.84KClosed |
$362K - $405K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13.6K- 62.65% |
$500K - $559K
|
8.1K
$219K
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-13.8KClosed |
$506K - $566K
|
0
$0
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.7K- 51.34% |
$614K - $686K
|
15.8K
$427K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-17.8KClosed |
$655K - $732K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-19.1K- 93.64% |
$704K - $787K
|
1.3K
$35.1K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-20.2K- 21.94% |
$745K - $832K
|
71.9K
$1.94M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-21.8KClosed |
$804K - $898K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-23.7K- 43.61% |
$873K - $975K
|
30.6K
$828K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.2K- 3.58% |
$1M - $1.12M
|
732K
$19.8M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-28.7KClosed |
$1.05M - $1.18M
|
0
$0
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.3K- 14.13% |
$1.08M - $1.21M
|
178K
$4.82M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-30.7K- 9.93% |
$1.13M - $1.26M
|
279K
$7.53M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-32.1K- 97.82% |
$1.18M - $1.32M
|
716
$19.3K
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-34KClosed |
$1.25M - $1.4M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-36.5K- 24.43% |
$1.34M - $1.5M
|
113K
$3.05M
|