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 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.63K+ 41.47% |
$228K - $246K
|
19.2K
$507K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.57K+ 293.52% |
$226K - $244K
|
7.47K
$197K
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.23KNew |
$212K - $229K
|
5.23K
$138K
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
BUY
|
- |
5.21K+ 51.9% |
$211K - $228K
|
15.3K
$403K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.01K+ 33.2% |
$203K - $219K
|
20.1K
$531K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.25K+ 5.46% |
$172K - $186K
|
82K
$2.17M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.99K+ 2.55% |
$162K - $175K
|
161K
$4.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.74KNew |
$151K - $163K
|
3.74K
$98.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.73KNew |
$151K - $163K
|
3.73K
$98.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.72K+ 43.49% |
$151K - $162K
|
12.3K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.55K+ 15.94% |
$144K - $155K
|
25.8K
$681K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.47K+ 24.21% |
$141K - $152K
|
17.8K
$470K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.33KNew |
$135K - $146K
|
3.33K
$88K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.52K+ 4.06% |
$102K - $110K
|
64.6K
$1.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.26K+ 1.94% |
$91.4K - $98.6K
|
119K
$3.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.11K+ 24.52% |
$85.5K - $92.3K
|
10.7K
$283K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.08K+ 2.29% |
$84.4K - $91.1K
|
93.3K
$2.46M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.07K+ 87.03% |
$84K - $90.6K
|
4.46K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.75K+ 8.55% |
$70.8K - $76.4K
|
22.2K
$586K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.55K+ 29.44% |
$62.6K - $67.6K
|
6.8K
$179K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.34K+ 17.29% |
$54.2K - $58.5K
|
9.08K
$240K
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.31K+ 1.05% |
$53K - $57.1K
|
125K
$3.31M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.19K+ 263.86% |
$48.2K - $52K
|
1.64K
$43.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.05K+ 3.09% |
$42.5K - $45.9K
|
35K
$923K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 1.17% |
$41.2K - $44.5K
|
87.8K
$2.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
990+ 107.96% |
$40.1K - $43.3K
|
1.91K
$50.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
954New |
$38.7K - $41.7K
|
954
$25.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
887+ 16.51% |
$35.9K - $38.8K
|
6.26K
$165K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
560New |
$22.7K - $24.5K
|
560
$14.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
477+ 47700.0% |
$19.3K - $20.9K
|
478
$12.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
453+ 3.0% |
$18.4K - $19.8K
|
15.6K
$411K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
399+ 1.28% |
$16.2K - $17.4K
|
31.7K
$837K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
348New |
$14.1K - $15.2K
|
348
$9.19K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
324+ 1.51% |
$13.1K - $14.2K
|
21.8K
$576K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
247+ 16.02% |
$10K - $10.8K
|
1.79K
$47.2K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
243New |
$9.85K - $10.6K
|
243
$6.42K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
229+ 82.97% |
$9.28K - $10K
|
505
$13.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
228+ 24.03% |
$9.24K - $9.97K
|
1.18K
$31.1K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
220New |
$8.91K - $9.62K
|
220
$5.81K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
206+ 117.05% |
$8.35K - $9.01K
|
382
$10.1K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
192+ 4.1% |
$7.78K - $8.39K
|
4.88K
$129K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
181+ 30.73% |
$7.33K - $7.91K
|
770
$20.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
166New |
$6.73K - $7.26K
|
166
$4.38K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
160+ 0.74% |
$6.48K - $7K
|
21.8K
$576K
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
156+ 0.43% |
$6.32K - $6.82K
|
36.5K
$962K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
114+ 5.77% |
$4.62K - $4.98K
|
2.09K
$55.2K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
113+ 34.66% |
$4.58K - $4.94K
|
439
$11.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
97New |
$3.93K - $4.24K
|
97
$2.56K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
97New |
$3.93K - $4.24K
|
97
$2.56K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
93+ 9.71% |
$3.77K - $4.07K
|
1.05K
$27.7K
|