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 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
313+ 4.65% |
$12.9K - $13.5K
|
7.04K
$186K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
312+ 4.11% |
$12.9K - $13.5K
|
7.91K
$209K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
301+ 188.13% |
$12.4K - $13K
|
461
$12.2K
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
261+ 3.64% |
$10.8K - $11.3K
|
7.44K
$196K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
239New |
$9.85K - $10.3K
|
239
$6.31K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
187+ 134.53% |
$7.71K - $8.09K
|
326
$8.61K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
182New |
$7.5K - $7.88K
|
182
$4.8K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
168+ 3.22% |
$6.93K - $7.27K
|
5.38K
$142K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
123+ 1.62% |
$5.07K - $5.32K
|
7.74K
$204K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
121New |
$4.99K - $5.24K
|
121
$3.19K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
73New |
$3.01K - $3.16K
|
73
$1.93K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
68+ 178.95% |
$2.8K - $2.94K
|
106
$2.8K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
47+ 2.62% |
$1.94K - $2.03K
|
1.84K
$48.6K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47New |
$1.94K - $2.03K
|
47
$1.24K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
33New |
$1.36K - $1.43K
|
33
$871
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26New |
$1.07K - $1.13K
|
26
$686
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13+ 0.28% |
$536 - $563
|
4.68K
$124K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 0.42% |
$247 - $260
|
1.43K
$37.8K
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.02% |
$206 - $216
|
21.5K
$568K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.73% |
$82.5 - $86.5
|
276
$7.29K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9- 0.11% |
$371 - $389
|
8.39K
$222K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-12- 0.21% |
$495 - $519
|
5.64K
$149K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$742 - $779
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18- 0.91% |
$742 - $779
|
1.96K
$51.8K
|
|
Nov 01, 2021
Q3 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-22- 0.02% |
$907 - $952
|
104K
$2.74M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-27- 42.19% |
$1.11K - $1.17K
|
37
$977
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-34- 1.09% |
$1.4K - $1.47K
|
3.09K
$81.7K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-44- 49.44% |
$1.81K - $1.9K
|
45
$1.19K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 7.88% |
$1.86K - $1.95K
|
526
$13.9K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-49- 0.6% |
$2.02K - $2.12K
|
8.14K
$215K
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-49Closed |
$2.02K - $2.12K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-61- 30.5% |
$2.52K - $2.64K
|
139
$3.67K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-109Closed |
$4.49K - $4.72K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-121- 11.21% |
$4.99K - $5.24K
|
958
$25.3K
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-150- 7.58% |
$6.18K - $6.49K
|
1.83K
$48.3K
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-189Closed |
$7.79K - $8.18K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-288- 5.09% |
$11.9K - $12.5K
|
5.37K
$142K
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-301- 96.78% |
$12.4K - $13K
|
10
$264
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-314- 92.9% |
$12.9K - $13.6K
|
24
$634
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-321- 1.46% |
$13.2K - $13.9K
|
21.6K
$571K
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-393Closed |
$16.2K - $17K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-398- 0.32% |
$16.4K - $17.2K
|
124K
$3.27M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-479- 13.18% |
$19.7K - $20.7K
|
3.15K
$83.3K
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-511- 5.6% |
$21.1K - $22.1K
|
8.61K
$227K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-522Closed |
$21.5K - $22.6K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-626- 8.34% |
$25.8K - $27.1K
|
6.88K
$182K
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-804- 0.6% |
$33.1K - $34.8K
|
132K
$3.49M
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.04K- 32.56% |
$42.8K - $44.9K
|
2.15K
$56.8K
|