Purchases and Sales Made in Q3 2021 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
4.3MNew |
$177M - $186M
|
4.3M
$113M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.37MNew |
$139M - $146M
|
3.37M
$89.1M
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.75M+ 9.26% |
$72.2M - $75.8M
|
20.7M
$546M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.1M+ 6.25% |
$45.5M - $47.8M
|
18.8M
$495M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
766KNew |
$31.6M - $33.2M
|
766K
$20.2M
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
656K+ 308187.78% |
$27.1M - $28.4M
|
657K
$17.3M
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
582K+ 34256.47% |
$24M - $25.2M
|
584K
$15.4M
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
513K+ 2.96% |
$21.1M - $22.2M
|
17.8M
$471M
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
290K+ 31.87% |
$11.9M - $12.5M
|
1.2M
$31.7M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
285K+ 18.12% |
$11.7M - $12.3M
|
1.86M
$49M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
276KNew |
$11.4M - $12M
|
276K
$7.3M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
253K+ 16.09% |
$10.4M - $10.9M
|
1.82M
$48.1M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
202K+ 177.07% |
$8.33M - $8.75M
|
316K
$8.35M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
188K+ 117.91% |
$7.75M - $8.13M
|
347K
$9.17M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
158KNew |
$6.53M - $6.86M
|
158K
$4.18M
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
130KNew |
$5.37M - $5.64M
|
130K
$3.44M
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
129KNew |
$5.33M - $5.59M
|
129K
$3.41M
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
127K+ 32.74% |
$5.25M - $5.51M
|
516K
$13.6M
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
127KNew |
$5.24M - $5.5M
|
127K
$3.35M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
124KNew |
$5.12M - $5.37M
|
124K
$3.28M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 6.1% |
$4.57M - $4.8M
|
1.93M
$50.9M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
109K+ 49.4% |
$4.49M - $4.71M
|
330K
$8.7M
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
99.5KNew |
$4.1M - $4.3M
|
99.5K
$2.63M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
97K+ 6.71% |
$4M - $4.2M
|
1.54M
$40.7M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
92.1K+ 59.54% |
$3.8M - $3.98M
|
247K
$6.51M
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
89K+ 610.9% |
$3.67M - $3.85M
|
104K
$2.73M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
88.4KNew |
$3.64M - $3.82M
|
88.4K
$2.33M
|
|
Feb 14, 2023
Q3 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
84.4K+ 22.63% |
$3.48M - $3.65M
|
457K
$12.1M
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
76.4K+ 268.55% |
$3.15M - $3.31M
|
105K
$2.77M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
67.7K+ 647.49% |
$2.79M - $2.93M
|
78.2K
$2.06M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
62.1KNew |
$2.56M - $2.69M
|
62.1K
$1.64M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
62.1K+ 205.9% |
$2.56M - $2.69M
|
92.2K
$2.43M
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
56.4K+ 17.21% |
$2.33M - $2.44M
|
384K
$10.1M
|
|
Jan 12, 2024
Q3 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
51.4K+ 15.61% |
$2.12M - $2.22M
|
381K
$10.1M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
48.9K+ 16.07% |
$2.02M - $2.12M
|
353K
$9.32M
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
48.3KNew |
$1.99M - $2.09M
|
48.3K
$1.28M
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
47K+ 7.66% |
$1.94M - $2.04M
|
661K
$17.5M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
46.8K+ 129.95% |
$1.93M - $2.03M
|
82.8K
$2.19M
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
43K+ 12.64% |
$1.77M - $1.86M
|
383K
$10.1M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38.1K+ 32.15% |
$1.57M - $1.65M
|
157K
$4.13M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.9KNew |
$1.27M - $1.34M
|
30.9K
$815K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
27.8K+ 74.85% |
$1.15M - $1.2M
|
65K
$1.71M
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25.9KNew |
$1.07M - $1.12M
|
25.9K
$685K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
22.7K+ 494.12% |
$935K - $981K
|
27.3K
$720K
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19.7KNew |
$813K - $853K
|
19.7K
$521K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.5K+ 28.56% |
$764K - $802K
|
83.5K
$2.2M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
17.4K+ 61.43% |
$717K - $752K
|
45.7K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.3K+ 255.99% |
$714K - $749K
|
24.1K
$636K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.1K+ 22.95% |
$662K - $695K
|
86K
$2.27M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.7KNew |
$607K - $637K
|
14.7K
$389K
|