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 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
78.5KNew |
$2.05M - $2.2M
|
78.5K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77.7KNew |
$2.02M - $2.17M
|
77.7K
$2.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
77.5K+ 86.39% |
$2.02M - $2.17M
|
167K
$4.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
77.1KNew |
$2.01M - $2.16M
|
77.1K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
76.9KNew |
$2M - $2.15M
|
76.9K
$2.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
71.5KNew |
$1.86M - $2M
|
71.5K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
68.8KNew |
$1.79M - $1.92M
|
68.8K
$1.86M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
68.7KNew |
$1.79M - $1.92M
|
68.7K
$1.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
67.8K+ 27.5% |
$1.77M - $1.9M
|
315K
$8.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
63.2KNew |
$1.65M - $1.77M
|
63.2K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
62.8KNew |
$1.64M - $1.76M
|
62.8K
$1.7M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
58.1K+ 62.05% |
$1.52M - $1.63M
|
152K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
55.9K+ 216.28% |
$1.46M - $1.56M
|
81.8K
$2.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
55.5KNew |
$1.45M - $1.55M
|
55.5K
$1.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
52.3K+ 398.49% |
$1.36M - $1.46M
|
65.4K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
48.2K+ 6.73% |
$1.26M - $1.35M
|
765K
$20.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
47.2K+ 11.5% |
$1.23M - $1.32M
|
458K
$12.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46.1K+ 13.92% |
$1.2M - $1.29M
|
378K
$10.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.2K+ 6.26% |
$1.18M - $1.26M
|
766K
$20.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
42.5K+ 6510.72% |
$1.11M - $1.19M
|
43.2K
$1.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
41.7K+ 52.77% |
$1.09M - $1.16M
|
121K
$3.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
41.4K+ 5.47% |
$1.08M - $1.16M
|
799K
$21.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
41.2K+ 47.41% |
$1.07M - $1.15M
|
128K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
39.6K+ 2.16% |
$1.03M - $1.11M
|
1.87M
$50.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39.5K+ 12.72% |
$1.03M - $1.11M
|
351K
$9.47M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
39.5KNew |
$1.03M - $1.1M
|
39.5K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39.2KNew |
$1.02M - $1.1M
|
39.2K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
39.1K+ 31.06% |
$1.02M - $1.09M
|
165K
$4.46M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
37.7K+ 17.85% |
$982K - $1.05M
|
249K
$6.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
37.3K+ 11.43% |
$973K - $1.04M
|
364K
$9.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
36.2K+ 356.53% |
$944K - $1.01M
|
46.4K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
35.3K+ 679.82% |
$920K - $987K
|
40.5K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
34.2K+ 86.37% |
$892K - $957K
|
73.9K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
33.8KNew |
$882K - $946K
|
33.8K
$914K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.9K+ 10.56% |
$858K - $920K
|
345K
$9.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
32.4K+ 3.69% |
$844K - $905K
|
911K
$24.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
31.3K+ 19.94% |
$814K - $874K
|
188K
$5.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
31.1KNew |
$810K - $869K
|
31.1K
$840K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.2K+ 24.91% |
$786K - $844K
|
151K
$4.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30.1K+ 51.42% |
$783K - $840K
|
88.5K
$2.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
27.9K+ 5.57% |
$728K - $781K
|
530K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27.7K+ 9.49% |
$721K - $773K
|
319K
$8.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 4.43% |
$710K - $761K
|
641K
$17.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
27.2K+ 7.73% |
$709K - $761K
|
379K
$10.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
24K+ 19.67% |
$626K - $672K
|
146K
$3.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
23.9KNew |
$624K - $669K
|
23.9K
$647K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
23.7K+ 5.19% |
$618K - $663K
|
480K
$13M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
21.6K+ 91.56% |
$562K - $603K
|
45.1K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
21.2K+ 3.21% |
$553K - $593K
|
681K
$18.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
21K+ 86.84% |
$548K - $588K
|
45.2K
$1.22M
|