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 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29.8K+ 6.24% |
$1.21M - $1.3M
|
508K
$13.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.2K+ 955.0% |
$1.18M - $1.28M
|
32.3K
$852K
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
29.2K+ 22.06% |
$1.18M - $1.27M
|
161K
$4.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
28.7KNew |
$1.16M - $1.25M
|
28.7K
$756K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.7KNew |
$1.12M - $1.21M
|
27.7K
$732K
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
24.9KNew |
$1.01M - $1.09M
|
24.9K
$657K
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
24.8KNew |
$1.01M - $1.08M
|
24.8K
$655K
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
23.1K+ 6.24% |
$937K - $1.01M
|
394K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.7K+ 67.82% |
$878K - $947K
|
53.6K
$1.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.4K+ 20.54% |
$828K - $893K
|
120K
$3.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
20.2KNew |
$817K - $881K
|
20.2K
$532K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
19.3K+ 6.99% |
$783K - $845K
|
296K
$7.81M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
19.1K+ 4.98% |
$773K - $834K
|
402K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.4K+ 28.26% |
$744K - $803K
|
83.3K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.9K+ 19.08% |
$645K - $696K
|
99.4K
$2.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 51.05% |
$635K - $685K
|
46.4K
$1.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 27.64% |
$628K - $678K
|
71.6K
$1.89M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7K+ 26.14% |
$594K - $641K
|
70.7K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.8KNew |
$559K - $603K
|
13.8K
$364K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
13.8KNew |
$557K - $601K
|
13.8K
$363K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
13.3K+ 3.95% |
$540K - $582K
|
350K
$9.25M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
13.1K+ 7.75% |
$532K - $574K
|
182K
$4.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 65.23% |
$476K - $514K
|
29.8K
$786K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 77.93% |
$470K - $507K
|
26.5K
$699K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$434K - $468K
|
10.7K
$283K
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.5KNew |
$424K - $457K
|
10.5K
$276K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$407K - $439K
|
10.1K
$265K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
9.84KNew |
$399K - $430K
|
9.84K
$260K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9.83K+ 6.77% |
$398K - $430K
|
155K
$4.09M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.53KNew |
$386K - $417K
|
9.53K
$252K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.37KNew |
$380K - $410K
|
9.37K
$247K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
9.27KNew |
$376K - $405K
|
9.27K
$245K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.66K+ 18.96% |
$351K - $379K
|
54.3K
$1.43M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.47K+ 310.71% |
$343K - $370K
|
11.2K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
8.06KNew |
$327K - $352K
|
8.06K
$213K
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.03KNew |
$325K - $351K
|
8.03K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8KNew |
$324K - $350K
|
8K
$211K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.97KNew |
$323K - $348K
|
7.97K
$210K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
7.66KNew |
$310K - $335K
|
7.66K
$202K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.5KNew |
$304K - $328K
|
7.5K
$198K
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
7.39KNew |
$300K - $323K
|
7.39K
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.93KNew |
$281K - $303K
|
6.93K
$183K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.9K+ 8.02% |
$280K - $302K
|
92.9K
$2.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.65KNew |
$269K - $291K
|
6.65K
$176K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
6.5KNew |
$263K - $284K
|
6.5K
$172K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.4KNew |
$259K - $280K
|
6.4K
$169K
|
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
6.19K+ 5.97% |
$251K - $271K
|
110K
$2.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.09KNew |
$247K - $266K
|
6.09K
$161K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.02K+ 79.71% |
$244K - $263K
|
13.6K
$358K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
5.82KNew |
$236K - $254K
|
5.82K
$154K
|