Purchases and Sales Made in Q1 2024 in Spdr Portfolio Long Term Treas (SPTL)
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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.42K- 20.44% |
$175K - $186K
|
25K
$654K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-7.2K- 3.26% |
$196K - $209K
|
213K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-7.43K- 1.11% |
$203K - $215K
|
660K
$17.3M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7.62K- 95.93% |
$208K - $221K
|
323
$8.46K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.75K- 29.8% |
$211K - $224K
|
18.2K
$478K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.76K- 2.44% |
$212K - $225K
|
311K
$8.15M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-7.78K- 12.47% |
$212K - $226K
|
54.6K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.42K- 4.69% |
$229K - $244K
|
171K
$4.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-8.57K- 31.05% |
$234K - $248K
|
19K
$499K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.14K- 37.88% |
$249K - $265K
|
15K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-9.73K- 7.17% |
$265K - $282K
|
126K
$3.3M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.96K- 2.37% |
$271K - $289K
|
411K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-11K- 26.3% |
$300K - $319K
|
30.9K
$810K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-11.2K- 16.1% |
$306K - $325K
|
58.5K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-11.8K- 9.69% |
$321K - $341K
|
110K
$2.87M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-11.8K- 8.36% |
$321K - $342K
|
129K
$3.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-12.2K- 40.05% |
$333K - $355K
|
18.3K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.7K- 53.4% |
$346K - $368K
|
11.1K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-12.8K- 7.74% |
$349K - $371K
|
153K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.5KClosed |
$368K - $392K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.9K- 56.58% |
$378K - $402K
|
10.6K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15K- 4.88% |
$407K - $433K
|
291K
$7.63M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-15.5K- 39.11% |
$424K - $450K
|
24.2K
$634K
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-15.8K- 0.44% |
$429K - $457K
|
3.53M
$92.5M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-15.8K- 0.44% |
$429K - $457K
|
3.53M
$92.5M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.4K- 57.92% |
$446K - $474K
|
11.9K
$311K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16.9K- 96.27% |
$460K - $489K
|
653
$17.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-17.6K- 88.72% |
$478K - $509K
|
2.23K
$58.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-20.5K- 17.69% |
$559K - $594K
|
95.4K
$2.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26K- 64.1% |
$708K - $753K
|
14.6K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.1K- 35.36% |
$711K - $756K
|
47.7K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-29.4K- 18.99% |
$801K - $851K
|
125K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36.6K- 73.01% |
$996K - $1.06M
|
13.5K
$354K
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-37K- 19.64% |
$1.01M - $1.07M
|
151K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-37.5K- 48.64% |
$1.02M - $1.09M
|
39.6K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38K- 23.9% |
$1.04M - $1.1M
|
121K
$3.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-38.4K- 68.35% |
$1.05M - $1.11M
|
17.8K
$465K
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-42K- 80.52% |
$1.14M - $1.22M
|
10.2K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-45.8K- 19.46% |
$1.25M - $1.33M
|
190K
$4.97M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-50.5K- 78.39% |
$1.38M - $1.46M
|
13.9K
$364K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-53.1K- 3.56% |
$1.45M - $1.54M
|
1.44M
$37.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-57.8K- 77.72% |
$1.58M - $1.68M
|
16.6K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58.2K- 4.49% |
$1.58M - $1.69M
|
1.24M
$32.4M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-66.4K- 22.19% |
$1.81M - $1.92M
|
233K
$6.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-75.8K- 12.53% |
$2.06M - $2.2M
|
529K
$13.9M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-81.2K- 12.02% |
$2.21M - $2.35M
|
594K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-84.4K- 28.55% |
$2.3M - $2.45M
|
211K
$5.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-86.5K- 81.48% |
$2.36M - $2.51M
|
19.7K
$515K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-90.2K- 25.83% |
$2.46M - $2.62M
|
259K
$6.79M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-97.4K- 28.23% |
$2.65M - $2.82M
|
248K
$6.49M
|