Purchases and Sales Made in Q1 2023 in Spdr Portfolio Long Term Treas (SPTL)

SPTL Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q1 2023. 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 15, 2023 Q1 2023
State Street Corp

Boston, MA
BUY
 -
11.7M
+ 42.79%
$338M - $368M
39M $1.03B
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.22M
+ 8.34%
$64.1M - $69.9M
28.8M $761M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.53M
+ 26.04%
$44.2M - $48.2M
7.4M $195M
Apr 27, 2023 Q1 2023
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
1.46M
New
$42.2M - $46M
1.46M $38.6M
Apr 10, 2023 Q1 2023
Tradewinds Capital Management, LLC

BUY
 -
960K
+ 1454648.5%
$27.7M - $30.2M
960K $25.3M
Apr 24, 2023 Q1 2023
Strategic Wealth Investment Group, LLC

BUY
 -
744K
+ 1677.1%
$21.5M - $23.4M
789K $20.8M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
613K
New
$17.7M - $19.3M
613K $16.2M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
548K
+ 26.04%
$15.8M - $17.2M
2.65M $70M
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
533K
New
$15.4M - $16.8M
533K $14.1M
Apr 26, 2023 Q1 2023
Act Advisors, Llc.

BUY
 -
498K
New
$14.4M - $15.7M
498K $13.1M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
310K
+ 35.12%
$8.94M - $9.75M
1.19M $31.5M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
293K
+ 77.57%
$8.47M - $9.23M
671K $17.7M
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
284K
+ 740.1%
$8.19M - $8.93M
322K $8.5M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
253K
+ 50.32%
$7.3M - $7.96M
755K $19.9M
May 26, 2023 Q1 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
252K
+ 1812.27%
$7.28M - $7.94M
266K $7.02M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
239K
+ 77.06%
$6.91M - $7.54M
550K $14.5M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
219K
New
$6.32M - $6.9M
219K $5.78M
May 02, 2023 Q1 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
190K
+ 623.31%
$5.49M - $5.98M
221K $5.82M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
166K
+ 102.92%
$4.79M - $5.23M
327K $8.64M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
153K
New
$4.42M - $4.82M
153K $4.04M
May 12, 2023 Q1 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
146K
+ 10.43%
$4.21M - $4.6M
1.54M $40.8M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
136K
+ 68.04%
$3.94M - $4.3M
337K $8.9M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
133K
+ 669.7%
$3.84M - $4.18M
153K $4.03M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
131K
+ 8625.36%
$3.78M - $4.12M
132K $3.5M
Apr 10, 2023 Q1 2023
Snider Financial Group

Bellevue, WA
BUY
 -
116K
New
$3.36M - $3.66M
116K $3.07M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
116K
+ 98.22%
$3.35M - $3.65M
234K $6.17M
Oct 21, 2024 Q1 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
113K
New
$3.28M - $3.57M
113K $2.99M
May 03, 2023 Q1 2023
Jump Financial, LLC

Chicago, IL
BUY
 -
113K
New
$3.28M - $3.57M
113K $2.99M
May 02, 2023 Q1 2023
Security Financial Services, Inc.

BUY
 -
107K
+ 81.88%
$3.1M - $3.38M
239K $6.3M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
105K
+ 36.06%
$3.03M - $3.3M
396K $10.4M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
104K
+ 48.83%
$3.02M - $3.29M
318K $8.41M
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
98.1K
New
$2.83M - $3.09M
98.1K $2.59M
May 03, 2023 Q1 2023
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
96.6K
+ 261.47%
$2.79M - $3.04M
134K $3.52M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
95.4K
+ 1769.87%
$2.76M - $3.01M
101K $2.66M
Apr 18, 2023 Q1 2023
Peak Financial Advisors LLC

BUY
 -
94.7K
New
$2.73M - $2.98M
94.7K $2.5M
Apr 18, 2023 Q1 2023
Hedeker Wealth, LLC

BUY
 -
94.1K
+ 250.02%
$2.72M - $2.96M
132K $3.48M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
90.1K
+ 19.4%
$2.6M - $2.84M
555K $14.6M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
88.5K
+ 5.51%
$2.56M - $2.79M
1.69M $44.7M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
86.9K
+ 15054.94%
$2.51M - $2.74M
87.4K $2.31M
May 08, 2023 Q1 2023
Buttonwood Financial Group, LLC

BUY
 -
83.7K
+ 403.82%
$2.42M - $2.64M
104K $2.76M
Apr 26, 2023 Q1 2023
Integrated Capital Management, Inc.

BUY
 -
81.5K
+ 213.36%
$2.36M - $2.57M
120K $3.16M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
78.5K
+ 357.12%
$2.27M - $2.47M
101K $2.65M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
76.1K
+ 11.52%
$2.2M - $2.4M
736K $19.4M
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
75.8K
New
$2.19M - $2.39M
75.8K $2M
May 09, 2023 Q1 2023
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
75.4K
New
$2.18M - $2.37M
75.4K $1.99M
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
73.6K
New
$2.12M - $2.32M
73.6K $1.94M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
73.5K
+ 4.15%
$2.12M - $2.32M
1.85M $48.8M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
71.2K
+ 18.27%
$2.06M - $2.24M
461K $12.2M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
69.4K
+ 34.19%
$2M - $2.19M
272K $7.19M

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