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 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.23K- 25.56% |
$50.8K - $53.3K
|
3.59K
$96.9K
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.33K- 3.53% |
$54.7K - $57.4K
|
36.3K
$982K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.33KClosed |
$55K - $57.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 1.54% |
$58.9K - $61.8K
|
91.2K
$2.47M
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.48K- 16.38% |
$60.9K - $64K
|
7.55K
$204K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.54K- 37.27% |
$63.5K - $66.6K
|
2.59K
$70K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.56K- 50.31% |
$64.4K - $67.5K
|
1.54K
$41.7K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.62K- 69.84% |
$66.8K - $70.1K
|
700
$18.9K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.76KClosed |
$72.6K - $76.2K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
SELL
|
- |
-1.81K- 12.16% |
$74.7K - $78.4K
|
13.1K
$354K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.28KClosed |
$94K - $98.7K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.35K- 13.48% |
$97.1K - $102K
|
15.1K
$408K
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.5K- 17.5% |
$103K - $108K
|
11.8K
$319K
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.58K- 21.95% |
$106K - $111K
|
9.16K
$248K
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.65K- 2.23% |
$109K - $115K
|
116K
$3.14M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.74KClosed |
$113K - $119K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-3KClosed |
$124K - $130K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.13K- 9.25% |
$129K - $135K
|
30.7K
$830K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.18K- 12.87% |
$131K - $138K
|
21.5K
$583K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.24K- 5.47% |
$134K - $140K
|
56.1K
$1.52M
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.36K- 8.72% |
$139K - $146K
|
35.2K
$952K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.56K- 19.29% |
$147K - $154K
|
14.9K
$402K
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.78K- 1.02% |
$197K - $207K
|
463K
$12.5M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.81K- 21.08% |
$198K - $208K
|
18K
$487K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.02K- 0.16% |
$207K - $217K
|
3.05M
$82.5M
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.09KClosed |
$210K - $220K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-5.26KClosed |
$217K - $228K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.4KClosed |
$223K - $234K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.69K- 34.78% |
$234K - $246K
|
10.7K
$288K
|
|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-6KClosed |
$247K - $260K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.24KClosed |
$257K - $270K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.48KClosed |
$267K - $280K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.49K- 54.86% |
$268K - $281K
|
5.34K
$144K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-8.02K- 8.44% |
$331K - $347K
|
87K
$2.35M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.58K- 14.58% |
$395K - $414K
|
56.1K
$1.52M
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.7K- 11.65% |
$440K - $461K
|
80.8K
$2.19M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.8K- 65.83% |
$447K - $469K
|
5.63K
$152K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10.9KClosed |
$450K - $472K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-15.1K- 14.83% |
$623K - $654K
|
86.8K
$2.35M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 63.89% |
$646K - $678K
|
8.85K
$239K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-18.1K- 27.82% |
$748K - $785K
|
47.1K
$1.27M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-20.9K- 4.89% |
$861K - $904K
|
406K
$11M
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
SELL
|
- |
-28.2KClosed |
$1.16M - $1.22M
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-31.5KClosed |
$1.3M - $1.36M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-33.7KClosed |
$1.39M - $1.46M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-47.1K- 12.48% |
$1.94M - $2.04M
|
330K
$8.93M
|
|
Nov 12, 2021
Q3 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-57.4K- 10.3% |
$2.37M - $2.48M
|
500K
$13.5M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-59K- 68.28% |
$2.43M - $2.55M
|
27.4K
$741K
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-59.8KClosed |
$2.46M - $2.59M
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-69.2K- 17.02% |
$2.85M - $2.99M
|
337K
$9.11M
|