Purchases and Sales Made in Q2 2024 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.15M+ 102.38% |
$186M - $200M
|
14.1M
$382M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
5.62M+ 11.39% |
$146M - $157M
|
54.9M
$1.48B
|
|
|
Aug 15, 2024
Q2 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
3.7MNew |
$96.4M - $103M
|
3.7M
$99.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.62MNew |
$94.3M - $101M
|
3.62M
$97.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.22M+ 5.68% |
$57.7M - $61.9M
|
41.2M
$1.11B
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.86M+ 179.7% |
$48.6M - $52.1M
|
2.9M
$78.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.78M+ 11.05% |
$46.3M - $49.7M
|
17.9M
$482M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.33M+ 347.41% |
$34.7M - $37.2M
|
1.71M
$46.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.14M+ 9.83% |
$29.8M - $31.9M
|
12.8M
$345M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
1.01M+ 214.23% |
$26.4M - $28.4M
|
1.49M
$40.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
925K+ 38.66% |
$24.1M - $25.9M
|
3.32M
$89.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
831K+ 36.6% |
$21.7M - $23.2M
|
3.1M
$83.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
706K+ 78.59% |
$18.4M - $19.7M
|
1.6M
$43.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
700K+ 1.79% |
$18.2M - $19.6M
|
39.8M
$1.07B
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
637K+ 39.77% |
$16.6M - $17.8M
|
2.24M
$60.5M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
619K+ 76.69% |
$16.1M - $17.3M
|
1.43M
$38.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
593K+ 330.37% |
$15.5M - $16.6M
|
772K
$20.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
533KNew |
$13.9M - $14.9M
|
533K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
525K+ 17.85% |
$13.7M - $14.7M
|
3.46M
$93.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
522K+ 992.61% |
$13.6M - $14.6M
|
574K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
508K+ 51.15% |
$13.2M - $14.2M
|
1.5M
$40.6M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
465KNew |
$12.1M - $13M
|
465K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
436K+ 87.28% |
$11.4M - $12.2M
|
936K
$25.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
413K+ 23.26% |
$10.8M - $11.5M
|
2.19M
$59.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
389K+ 3742.58% |
$10.1M - $10.9M
|
399K
$10.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
371K+ 23.92% |
$9.67M - $10.4M
|
1.92M
$52M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
327KNew |
$8.53M - $9.15M
|
327K
$8.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
248K+ 26.29% |
$6.45M - $6.93M
|
1.19M
$32.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
243K+ 14.66% |
$6.33M - $6.79M
|
1.9M
$51.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
214K+ 1086.75% |
$5.57M - $5.97M
|
233K
$6.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
197K+ 39.89% |
$5.14M - $5.51M
|
691K
$18.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
168K+ 1.36% |
$4.37M - $4.69M
|
12.5M
$338M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
159K+ 35.64% |
$4.15M - $4.45M
|
606K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
139K+ 210.98% |
$3.63M - $3.89M
|
205K
$5.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
134K+ 897.41% |
$3.5M - $3.76M
|
149K
$4.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
126K+ 77.22% |
$3.28M - $3.52M
|
289K
$7.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
125K+ 756.88% |
$3.27M - $3.51M
|
142K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
120K+ 22.68% |
$3.13M - $3.35M
|
649K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
116KNew |
$3.02M - $3.24M
|
116K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
115KNew |
$2.99M - $3.2M
|
115K
$3.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
113K+ 91.53% |
$2.94M - $3.15M
|
236K
$6.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
106K+ 3.24% |
$2.77M - $2.97M
|
3.39M
$91.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
105K+ 40.53% |
$2.74M - $2.94M
|
364K
$9.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
102K+ 41.33% |
$2.67M - $2.86M
|
350K
$9.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
99.6KNew |
$2.6M - $2.78M
|
99.6K
$2.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
85.7K+ 8.38% |
$2.23M - $2.4M
|
1.11M
$29.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
81.6K+ 357.74% |
$2.13M - $2.28M
|
104K
$2.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
81.2K+ 11.37% |
$2.12M - $2.27M
|
796K
$21.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
80.7KNew |
$2.1M - $2.26M
|
80.7K
$2.18M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
80.4K+ 37.11% |
$2.1M - $2.25M
|
297K
$8.03M
|