Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024 Q1 2024
Psi Advisors, LLC

BUY
 -
3.26K
+ 95.96%
$88.8K - $94.4K
6.65K $174K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
3.2K
+ 52.52%
$87.3K - $92.8K
9.3K $244K
May 13, 2024 Q1 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.08K
+ 21.9%
$84K - $89.4K
17.2K $450K
May 14, 2024 Q1 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.98K
+ 2.37%
$81.1K - $86.2K
129K $3.37M
Apr 03, 2024 Q1 2024
Versant Capital Management, Inc

BUY
 -
2.94K
+ 68.18%
$80.2K - $85.3K
7.26K $190K
May 03, 2024 Q1 2024
Rede Wealth, LLC

BUY
 -
2.93K
+ 8.21%
$79.8K - $84.9K
38.6K $1.01M
Apr 25, 2024 Q1 2024
Bcm Advisors, LLC

BUY
 -
2.83K
+ 1.77%
$77K - $81.9K
163K $4.27M
May 14, 2024 Q1 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.61K
+ 2.4%
$71K - $75.6K
111K $2.91M
May 13, 2024 Q1 2024
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
2.58K
+ 1.67%
$70.3K - $74.8K
157K $4.11M
May 10, 2024 Q1 2024
Betterment LLC

New York, NY
BUY
 -
2.42K
+ 12.9%
$66K - $70.2K
21.2K $555K
May 09, 2024 Q1 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.01K
+ 2.18%
$54.7K - $58.1K
94.1K $2.46M
Apr 15, 2024 Q1 2024
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
1.9K
+ 1.01%
$51.8K - $55.1K
191K $5M
Apr 11, 2024 Q1 2024
Buttonwood Financial Group, LLC

BUY
 -
1.86K
+ 0.69%
$50.8K - $54K
272K $7.11M
Aug 14, 2024 Q1 2024
Family Wealth Group, LLC

Lexington, KY
BUY
 -
1.81K
+ 10.27%
$49.2K - $52.3K
19.4K $508K
May 13, 2024 Q1 2024
Crewe Advisors LLC

BUY
 -
1.76K
New
$48K - $51.1K
1.76K $46.2K
May 06, 2024 Q1 2024
Advisory Services Network, LLC

BUY
 -
1.74K
+ 8.99%
$47.5K - $50.5K
21.1K $554K
May 14, 2024 Q1 2024
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
1.68K
New
$45.6K - $48.5K
1.68K $43.9K
May 14, 2024 Q1 2024
Guggenheim Capital LLC

Chicago, IL
BUY
 -
1.59K
+ 0.92%
$43.3K - $46K
174K $4.55M
May 14, 2024 Q1 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
1.54K
+ 4.77%
$41.9K - $44.5K
33.8K $885K
May 13, 2024 Q1 2024
Foundations Investment Advisors, LLC

BUY
 -
1.27K
+ 6.38%
$34.5K - $36.7K
21.1K $553K
May 15, 2024 Q1 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1.18K
+ 5628.57%
$32.2K - $34.3K
1.2K $31.5K
Apr 18, 2024 Q1 2024
Apcm Wealth Management For Individuals

BUY
 -
1.18K
+ 54.21%
$32.1K - $34.1K
3.35K $87.8K
May 13, 2024 Q1 2024
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
1.18K
+ 5.21%
$32.1K - $34.1K
23.8K $623K
May 09, 2024 Q1 2024
Blair William & CO

Chicago, IL
BUY
 -
1.16K
+ 790.48%
$31.7K - $33.7K
1.31K $34.3K
May 15, 2024 Q1 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.13K
+ 21.37%
$30.8K - $32.7K
6.42K $168K
May 03, 2024 Q1 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.12K
+ 2.28%
$30.4K - $32.3K
50K $1.31M
May 14, 2024 Q1 2024
True Wealth Design, LLC

Akron, OH
BUY
 -
1.11K
+ 5.55%
$30.2K - $32.2K
21.1K $553K
May 13, 2024 Q1 2024
National Bank Of Canada

BUY
 -
1.1K
+ 9166.67%
$30K - $31.9K
1.11K $29.1K
Jun 17, 2024 Q1 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
1.08K
New
$29.5K - $31.4K
1.08K $28.4K
May 14, 2024 Q1 2024
Jones Financial Companies Lllp

BUY
 -
933
New
$25.4K - $27K
933 $24.4K
May 10, 2024 Q1 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
927
+ 27.43%
$25.3K - $26.9K
4.31K $113K
May 14, 2024 Q1 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
772
New
$21K - $22.4K
772 $20.2K
May 01, 2024 Q1 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
721
New
$19.6K - $20.9K
721 $18.9K
Apr 16, 2024 Q1 2024
Financial Management Professionals, Inc.

BUY
 -
716
New
$19.5K - $20.7K
716 $18.8K
May 06, 2024 Q1 2024
Addison Advisors LLC

BUY
 -
711
New
$19.4K - $20.6K
711 $18.6K
May 06, 2024 Q1 2024
Aveo Capital Partners, LLC

BUY
 -
680
+ 3.16%
$18.5K - $19.7K
22.2K $581K
May 10, 2024 Q1 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
671
+ 3.84%
$18.3K - $19.4K
18.2K $476K
Apr 22, 2024 Q1 2024
First Purpose Wealth LLC

BUY
 -
609
+ 6.62%
$16.6K - $17.6K
9.81K $257K
May 10, 2024 Q1 2024
Esl Trust Services, LLC

BUY
 -
607
New
$16.5K - $17.6K
607 $15.9K
May 01, 2024 Q1 2024
Auour Investments LLC

Wenham, MA
BUY
 -
584
+ 3.66%
$15.9K - $16.9K
16.6K $434K
Apr 18, 2024 Q1 2024
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
537
+ 1.4%
$14.6K - $15.6K
38.9K $1.02M
Apr 24, 2024 Q1 2024
Nbt Bank N A

BUY
 -
490
New
$13.4K - $14.2K
490 $12.8K
May 09, 2024 Q1 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
475
+ 100.21%
$12.9K - $13.8K
949 $24.9K
May 01, 2024 Q1 2024
Creative Financial Designs Inc

BUY
 -
464
+ 23.28%
$12.6K - $13.4K
2.46K $64.4K
May 07, 2024 Q1 2024
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
460
+ 2.44%
$12.5K - $13.3K
19.3K $506K
May 15, 2024 Q1 2024
Western Pacific Wealth Management, LP

BUY
 -
436
New
$11.9K - $12.6K
436 $11.4K
May 15, 2024 Q1 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
384
+ 0.79%
$10.5K - $11.1K
49K $1.28M
Apr 29, 2024 Q1 2024
Summit Global Investments

Bountiful, UT
BUY
 -
328
+ 0.28%
$8.94K - $9.51K
117K $3.08M
May 01, 2024 Q1 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
287
+ 281.37%
$7.82K - $8.32K
389 $10.2K

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