Purchases and Sales Made in Q4 2021 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
4.96M+ 115.38% |
$201M - $217M
|
9.26M
$244M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
2.4M+ 13.47% |
$97.3M - $105M
|
20.2M
$534M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.14M+ 324.18% |
$86.9M - $93.7M
|
2.8M
$74M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.93M+ 9.31% |
$78M - $84.2M
|
22.6M
$597M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.8M+ 9.61% |
$73.1M - $78.8M
|
20.6M
$543M
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
716K+ 188.01% |
$29M - $31.3M
|
1.1M
$29M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
671KNew |
$27.2M - $29.3M
|
671K
$17.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
669K+ 52.84% |
$27.1M - $29.2M
|
1.93M
$51M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
422KNew |
$17.1M - $18.4M
|
422K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
401K+ 20.81% |
$16.3M - $17.5M
|
2.33M
$61.5M
|
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
399KNew |
$16.2M - $17.5M
|
399K
$10.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
393KNew |
$15.9M - $17.2M
|
393K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
355KNew |
$14.4M - $15.5M
|
355K
$9.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
321K+ 666.19% |
$13M - $14M
|
369K
$9.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
279K+ 9.15% |
$11.3M - $12.2M
|
3.33M
$87.9M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
277K+ 129.61% |
$11.2M - $12.1M
|
491K
$13M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
253K+ 8253.0% |
$10.3M - $11.1M
|
256K
$6.76M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
238K+ 12.83% |
$9.65M - $10.4M
|
2.09M
$55.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
227K+ 2558.99% |
$9.18M - $9.91M
|
235K
$6.22M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
212K+ 17.71% |
$8.6M - $9.28M
|
1.41M
$37.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
180K+ 661.7% |
$7.31M - $7.89M
|
208K
$5.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
159K+ 45.07% |
$6.45M - $6.96M
|
512K
$13.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
137K+ 2162.72% |
$5.56M - $6M
|
144K
$3.79M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
135KNew |
$5.46M - $5.89M
|
135K
$3.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
130K+ 27.93% |
$5.28M - $5.7M
|
597K
$15.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
116K+ 111.83% |
$4.69M - $5.06M
|
219K
$5.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
114K+ 6.25% |
$4.62M - $4.98M
|
1.94M
$51.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
105KNew |
$4.27M - $4.6M
|
105K
$2.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
103K+ 19.94% |
$4.17M - $4.5M
|
619K
$16.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
85.3K+ 1239.42% |
$3.46M - $3.73M
|
92.2K
$2.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
80KNew |
$3.24M - $3.5M
|
80K
$2.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
79.5KNew |
$3.22M - $3.48M
|
79.5K
$2.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
77.1K+ 106.69% |
$3.12M - $3.37M
|
149K
$3.94M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
74.7KNew |
$3.03M - $3.27M
|
74.7K
$1.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
59.2K+ 451.55% |
$2.4M - $2.59M
|
72.3K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
57.9K+ 66.56% |
$2.35M - $2.53M
|
145K
$3.83M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
57KNew |
$2.31M - $2.49M
|
57K
$1.5M
|
|
|
Mar 09, 2022
Q4 2021
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
55.9KNew |
$2.26M - $2.44M
|
55.9K
$1.48M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
55.1KNew |
$2.23M - $2.41M
|
55.1K
$1.45M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
51.7KNew |
$2.09M - $2.26M
|
51.7K
$1.36M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
46.4K+ 480.42% |
$1.88M - $2.03M
|
56.1K
$1.48M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
42.9K+ 364.23% |
$1.74M - $1.88M
|
54.7K
$1.44M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40.2KNew |
$1.63M - $1.76M
|
40.2K
$1.06M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
40.1K+ 16.27% |
$1.63M - $1.75M
|
287K
$7.57M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
39.7K+ 5252.72% |
$1.61M - $1.73M
|
40.4K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
36.9K+ 97.0% |
$1.49M - $1.61M
|
74.9K
$1.98M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
36.3KNew |
$1.47M - $1.59M
|
36.3K
$958K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
35.4K+ 75.12% |
$1.43M - $1.55M
|
82.4K
$2.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
32.8K+ 136716.67% |
$1.33M - $1.43M
|
32.8K
$867K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.8K+ 2.69% |
$1.29M - $1.39M
|
1.21M
$32M
|