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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
26K+ 6.16% |
$760K - $899K
|
449K
$12.1M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.8KNew |
$754K - $892K
|
25.8K
$696K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25.3KNew |
$739K - $874K
|
25.3K
$682K
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
24.5KNew |
$717K - $847K
|
24.5K
$661K
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
22.2KNew |
$648K - $766K
|
22.2K
$598K
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
21.8K+ 8.69% |
$635K - $751K
|
272K
$7.33M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.4KNew |
$596K - $704K
|
20.4K
$550K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.2KNew |
$559K - $661K
|
19.2K
$516K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
19.1K+ 7.96% |
$559K - $661K
|
260K
$7M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.9KNew |
$552K - $653K
|
18.9K
$510K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
18.4KNew |
$537K - $634K
|
18.4K
$495K
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$523K - $619K
|
17.9K
$483K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15.4K+ 912.05% |
$449K - $531K
|
17.1K
$460K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.3K+ 175.15% |
$447K - $528K
|
24K
$648K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
15.2K+ 15.42% |
$444K - $525K
|
114K
$3.07M
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
15KNew |
$437K - $517K
|
15K
$404K
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
14.8KNew |
$433K - $512K
|
14.8K
$400K
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
14.8K+ 7.89% |
$432K - $511K
|
202K
$5.45M
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.2KNew |
$414K - $489K
|
14.2K
$382K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 28.41% |
$410K - $485K
|
63.5K
$1.71M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
13.4K+ 23.88% |
$390K - $461K
|
69.3K
$1.87M
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
12.2K+ 10.53% |
$355K - $420K
|
128K
$3.44M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.1K+ 59.26% |
$353K - $417K
|
32.5K
$876K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.1K+ 59.26% |
$353K - $417K
|
32.5K
$876K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.6K+ 138.61% |
$338K - $399K
|
19.9K
$537K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11.6K+ 73.31% |
$338K - $399K
|
27.3K
$737K
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.5K+ 26.43% |
$334K - $395K
|
54.8K
$1.48M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.1K+ 13.43% |
$325K - $384K
|
94K
$2.53M
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10.8KNew |
$314K - $372K
|
10.8K
$290K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
10K+ 2.03% |
$292K - $346K
|
503K
$13.6M
|
|
Oct 12, 2022
Q3 2022
|
Signify Wealth
|
BUY
|
- |
9.4KNew |
$274K - $324K
|
9.4K
$253K
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.22K+ 2.62% |
$269K - $318K
|
362K
$9.75M
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
8.09KNew |
$236K - $279K
|
8.09K
$218K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.59K+ 5.79% |
$222K - $262K
|
139K
$3.74M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.51KNew |
$219K - $259K
|
7.51K
$202K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.36K+ 102.31% |
$215K - $254K
|
14.6K
$392K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.16K+ 27.51% |
$209K - $247K
|
33.2K
$894K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.16K+ 27.51% |
$209K - $247K
|
33.2K
$894K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
7.01K+ 414.73% |
$205K - $242K
|
8.7K
$234K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
6.99KNew |
$204K - $241K
|
6.99K
$188K
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.89K+ 19.41% |
$201K - $238K
|
42.4K
$1.14M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.88K+ 73.59% |
$201K - $238K
|
16.2K
$437K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.88K+ 73.59% |
$201K - $238K
|
16.2K
$437K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.54K+ 19.68% |
$191K - $226K
|
39.8K
$1.07M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
6.13K+ 91.57% |
$179K - $211K
|
12.8K
$345K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.01K+ 71.22% |
$175K - $207K
|
14.4K
$389K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
5.89K+ 1.64% |
$172K - $203K
|
365K
$9.84M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.51K+ 3.4% |
$161K - $190K
|
167K
$4.51M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5.42K+ 852.91% |
$158K - $187K
|
6.05K
$163K
|
|
Nov 02, 2022
Q3 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
5.01K+ 4.32% |
$146K - $173K
|
121K
$3.26M
|