Purchases and Sales Made in Q1 2023 in Spdr Portfolio Long Term Treas (SPTL)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
713+ 19.79% |
$20.6K - $22.5K
|
4.32K
$114K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
605+ 6.02% |
$17.5K - $19.1K
|
10.7K
$281K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
512+ 1.37% |
$14.8K - $16.1K
|
37.9K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
396+ 9.35% |
$11.4K - $12.5K
|
4.63K
$122K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
344+ 25.33% |
$9.93K - $10.8K
|
1.7K
$44.9K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
341+ 53.28% |
$9.85K - $10.7K
|
981
$25.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
336New |
$9.7K - $10.6K
|
336
$8.87K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
294+ 0.32% |
$8.49K - $9.26K
|
90.8K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
279+ 1.95% |
$8.06K - $8.79K
|
14.6K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
259+ 1.61% |
$7.48K - $8.16K
|
16.3K
$431K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
208New |
$6.01K - $6.55K
|
208
$5.49K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
208New |
$6.01K - $6.55K
|
208
$5.49K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
171+ 8.35% |
$4.94K - $5.38K
|
2.22K
$58.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
165+ 16.4% |
$4.77K - $5.2K
|
1.17K
$30.9K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
149+ 0.34% |
$4.3K - $4.69K
|
44.5K
$1.17M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
140New |
$4.04K - $4.41K
|
140
$3.7K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
104+ 0.42% |
$3K - $3.27K
|
25K
$661K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
103New |
$2.97K - $3.24K
|
103
$2.72K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
101New |
$2.92K - $3.18K
|
101
$2.67K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
90New |
$2.6K - $2.83K
|
90
$2.38K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
85+ 0.2% |
$2.45K - $2.68K
|
43K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
84New |
$2.43K - $2.65K
|
84
$2.22K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
64+ 4.31% |
$1.85K - $2.02K
|
1.55K
$40.9K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
40New |
$1.16K - $1.26K
|
40
$1.06K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
22New |
$635 - $693
|
22
$581
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
14+ 0.09% |
$404 - $441
|
15.8K
$417K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
12New |
$347 - $378
|
12
$317
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 0.27% |
$289 - $315
|
3.71K
$97.9K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
10New |
$289 - $315
|
10
$264
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8New |
$231 - $252
|
8
$211
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.39% |
$57.8 - $63
|
514
$13.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1New |
$28.9 - $31.5
|
1
$26.4
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 0.31% |
$28.9 - $31.5
|
326
$8.61K
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2- -0.0% |
$57.8 - $63
|
54.9K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-16- 17.78% |
$462 - $504
|
74
$1.95K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-23- 65.71% |
$664 - $724
|
12
$317
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-30- 22.39% |
$866 - $945
|
104
$2.75K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-31- 67.39% |
$895 - $976
|
15
$396
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-69- 2.46% |
$1.99K - $2.17K
|
2.74K
$72.3K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-79- 50.97% |
$2.28K - $2.49K
|
76
$2.01K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-130- 0.51% |
$3.75K - $4.09K
|
25.2K
$665K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-131- 1.37% |
$3.78K - $4.13K
|
9.41K
$248K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-140- 20.14% |
$4.04K - $4.41K
|
555
$14.7K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-189- 0.85% |
$5.46K - $5.95K
|
22K
$580K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-194- 61.59% |
$5.6K - $6.11K
|
121
$3.19K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-237- 2.96% |
$6.84K - $7.46K
|
7.77K
$205K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-331- 1.69% |
$9.56K - $10.4K
|
19.2K
$507K
|