Purchases and Sales Made in Q3 2022 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q3 2022. 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 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.74M+ 3440.84% |
$226M - $267M
|
7.96M
$215M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.34M+ 84.75% |
$39.1M - $46.2M
|
2.92M
$78.6M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.16M+ 27.3% |
$34M - $40.2M
|
5.43M
$146M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.02MNew |
$29.9M - $35.3M
|
1.02M
$27.6M
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
997KNew |
$29.1M - $34.4M
|
997K
$26.9M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
823K+ 3.55% |
$24M - $28.4M
|
24M
$646M
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
681KNew |
$19.9M - $23.5M
|
681K
$18.3M
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
652K+ 112.34% |
$19M - $22.5M
|
1.23M
$33.2M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
568K+ 70.59% |
$16.6M - $19.6M
|
1.37M
$37M
|
|
Nov 03, 2022
Q3 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
516K+ 125.8% |
$15.1M - $17.8M
|
926K
$25M
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
442KNew |
$12.9M - $15.3M
|
442K
$11.9M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
343K+ 29.01% |
$10M - $11.8M
|
1.52M
$41.1M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
342K+ 52.64% |
$9.98M - $11.8M
|
991K
$26.7M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
330K+ 142.74% |
$9.65M - $11.4M
|
562K
$15.1M
|
|
Nov 14, 2022
Q3 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
282K+ 80.64% |
$8.23M - $9.73M
|
632K
$17M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
271KNew |
$7.9M - $9.34M
|
271K
$7.29M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
221K+ 73.11% |
$6.44M - $7.61M
|
522K
$14.1M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
201KNew |
$5.88M - $6.95M
|
201K
$5.43M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
165K+ 384.51% |
$4.82M - $5.7M
|
208K
$5.61M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
158K+ 14.17% |
$4.61M - $5.45M
|
1.27M
$34.3M
|
|
Feb 14, 2023
Q3 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
154K+ 39.84% |
$4.5M - $5.32M
|
541K
$14.6M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
154KNew |
$4.49M - $5.31M
|
154K
$4.14M
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
138KNew |
$4.04M - $4.78M
|
138K
$3.73M
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
123KNew |
$3.59M - $4.25M
|
123K
$3.32M
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
114KNew |
$3.33M - $3.93M
|
114K
$3.07M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
110KNew |
$3.2M - $3.78M
|
110K
$2.95M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
103K+ 6.88% |
$3.02M - $3.57M
|
1.61M
$43.3M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 82.88% |
$2.97M - $3.51M
|
224K
$6.04M
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
76.4KNew |
$2.23M - $2.64M
|
76.4K
$2.06M
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
65.2KNew |
$1.9M - $2.25M
|
65.2K
$1.76M
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
59.5K+ 6.28% |
$1.74M - $2.05M
|
1.01M
$27.1M
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
57.1KNew |
$1.67M - $1.97M
|
57.1K
$1.54M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
56.6K+ 17.61% |
$1.65M - $1.96M
|
378K
$10.2M
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
55.6K+ 586.59% |
$1.62M - $1.92M
|
65.1K
$1.76M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
52.8K+ 34.5% |
$1.54M - $1.82M
|
206K
$5.55M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
46.4K+ 2.45% |
$1.36M - $1.6M
|
1.94M
$52.3M
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
46KNew |
$1.34M - $1.59M
|
46K
$1.24M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.8K+ 38.33% |
$1.28M - $1.51M
|
158K
$4.26M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.8K+ 13.43% |
$1.28M - $1.51M
|
370K
$9.97M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
42.4K+ 1.23% |
$1.24M - $1.46M
|
3.49M
$93.9M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
42.3KNew |
$1.23M - $1.46M
|
42.3K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39.7K+ 58.96% |
$1.16M - $1.37M
|
107K
$2.89M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
39.3K+ 46.81% |
$1.15M - $1.35M
|
123K
$3.32M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
39.1KNew |
$1.14M - $1.35M
|
39.1K
$1.05M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
38.6K+ 9.31% |
$1.13M - $1.33M
|
453K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
35.5K+ 17.37% |
$1.04M - $1.23M
|
240K
$6.47M
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35.4K+ 221.08% |
$1.03M - $1.22M
|
51.4K
$1.39M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34K+ 117.91% |
$991K - $1.17M
|
62.7K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.6K+ 13.41% |
$982K - $1.16M
|
284K
$7.67M
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
27.2K+ 38.2% |
$795K - $940K
|
98.6K
$2.66M
|