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 |
---|---|---|---|---|---|---|---|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
14.3KNew |
$591K - $620K
|
14.3K
$387K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14KNew |
$577K - $605K
|
14K
$378K
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
13.2K+ 22.43% |
$546K - $573K
|
72.3K
$1.95M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.5K+ 8.59% |
$474K - $497K
|
145K
$3.93M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.4K+ 55.53% |
$470K - $493K
|
31.9K
$864K
|
|
Nov 04, 2021
Q3 2021
|
Citizens & Northern Corp
|
BUY
|
- |
10KNew |
$414K - $435K
|
10K
$272K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.66KNew |
$398K - $418K
|
9.66K
$261K
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
8.72KNew |
$359K - $377K
|
8.72K
$236K
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.5K+ 2.35% |
$350K - $368K
|
371K
$10M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.69K+ 99.71% |
$317K - $333K
|
15.4K
$417K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.26K+ 4.48% |
$299K - $314K
|
169K
$4.58M
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.11K+ 53.71% |
$293K - $308K
|
20.3K
$550K
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
6.14KNew |
$253K - $266K
|
6.14K
$166K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.03K+ 109.36% |
$248K - $261K
|
11.5K
$312K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.83K+ 13.78% |
$241K - $252K
|
48.2K
$1.3M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.32KNew |
$219K - $230K
|
5.32K
$144K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.74K+ 19.05% |
$154K - $162K
|
23.4K
$632K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.22K+ 20.53% |
$133K - $139K
|
18.9K
$511K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
3.08K+ 1.46% |
$127K - $133K
|
214K
$5.78M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.06KNew |
$126K - $132K
|
3.06K
$82.7K
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
2.83K+ 33.04% |
$116K - $122K
|
11.4K
$308K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.8K+ 2.67% |
$115K - $121K
|
108K
$2.91M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
2.55K+ 8.85% |
$105K - $110K
|
31.3K
$846K
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.44K+ 19.24% |
$101K - $106K
|
15.1K
$409K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.44K+ 2.71% |
$101K - $106K
|
92.4K
$2.5M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.42K+ 2.6% |
$99.6K - $105K
|
95.5K
$2.58M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2.05KNew |
$84.4K - $88.6K
|
2.05K
$55.4K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.98KNew |
$81.5K - $85.5K
|
1.98K
$53.4K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.94K+ 1.62% |
$80K - $84K
|
121K
$3.28M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.85K+ 3550.0% |
$76.1K - $79.9K
|
1.9K
$51.3K
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.81K+ 9.7% |
$74.6K - $78.3K
|
20.5K
$553K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.78KNew |
$73.4K - $77.1K
|
1.78K
$48.2K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.69K+ 2.73% |
$69.8K - $73.3K
|
63.7K
$1.72M
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.67K+ 25.85% |
$68.7K - $72.1K
|
8.11K
$219K
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.66K+ 5.07% |
$68.4K - $71.8K
|
34.4K
$929K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.37K+ 1.79% |
$56.4K - $59.2K
|
77.8K
$2.1M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.35K+ 10.2% |
$55.8K - $58.6K
|
14.6K
$396K
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.09K+ 20.8% |
$45.1K - $47.3K
|
6.35K
$172K
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.09K+ 8.73% |
$44.9K - $47.1K
|
13.6K
$367K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
933+ 2.83% |
$38.5K - $40.4K
|
33.9K
$917K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
874+ 2.35% |
$36K - $37.8K
|
38K
$1.03M
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
818New |
$33.7K - $35.4K
|
818
$22.1K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
755New |
$31.1K - $32.7K
|
755
$20.4K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
740+ 0.57% |
$30.5K - $32K
|
132K
$3.56M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
697+ 3.23% |
$28.7K - $30.2K
|
22.2K
$601K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
682+ 8.68% |
$28.1K - $29.5K
|
8.54K
$231K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
589New |
$24.3K - $25.5K
|
589
$15.9K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
415New |
$17.1K - $18K
|
415
$11.2K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
411+ 17.25% |
$16.9K - $17.8K
|
2.79K
$75.5K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
407+ 925.0% |
$16.8K - $17.6K
|
451
$12.2K
|