Purchases and Sales Made in Q4 2023 in Spdr Portfolio Long Term Treas (SPTL)

SPTL Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q4 2023. 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 13, 2024 Q4 2023
Lansing Street Advisors

BUY
 -
27.6K
New
$678K - $813K
27.6K $723K
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
26.8K
+ 9.67%
$658K - $789K
304K $7.96M
Mar 26, 2024 Q4 2023
Napatree Capital LLC

Westerly, RI
BUY
 -
26K
New
$639K - $766K
26K $682K
Feb 02, 2024 Q4 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
25.7K
New
$630K - $755K
25.7K $672K
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
24.6K
+ 106.04%
$604K - $724K
47.8K $1.25M
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
24.4K
New
$598K - $717K
24.4K $638K
Feb 12, 2024 Q4 2023
Cap Partners, LLC

Franklin, TN
BUY
 -
24.2K
New
$594K - $712K
24.2K $634K
Mar 05, 2024 Q4 2023
True Vision Mn LLC

Woodbury, MN
BUY
 -
23.9K
New
$587K - $704K
23.9K $627K
Jan 23, 2024 Q4 2023
Derbend Asset Management

BUY
 -
23.8K
+ 63.1%
$584K - $701K
61.5K $1.61M
Mar 04, 2024 Q4 2023
Richardson Financial Services Inc.

Medway, MA
BUY
 -
23.3K
New
$573K - $687K
23.3K $611K
Feb 07, 2024 Q4 2023
Astoria Portfolio Advisors Llc.

BUY
 -
22.8K
+ 11.54%
$560K - $672K
221K $5.78M
Feb 08, 2024 Q4 2023
Savvy Advisors, Inc.

New York, NY
BUY
 -
22.5K
New
$552K - $662K
22.5K $589K
Jan 19, 2024 Q4 2023
Teamwork Financial Advisors, LLC

BUY
 -
22.4K
+ 275.22%
$550K - $660K
30.6K $801K
Feb 14, 2024 Q4 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
22.4K
+ 14.98%
$550K - $659K
172K $4.5M
Feb 02, 2024 Q4 2023
Bailard, Inc.

BUY
 -
22.2K
+ 18.11%
$544K - $653K
145K $3.79M
Jan 18, 2024 Q4 2023
Good Life Advisors, LLC

BUY
 -
20.7K
+ 37.54%
$508K - $609K
75.8K $1.99M
Feb 14, 2024 Q4 2023
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
20.7K
New
$507K - $609K
20.7K $542K
Feb 08, 2024 Q4 2023
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
20.6K
New
$506K - $607K
20.6K $540K
Jan 05, 2024 Q4 2023
Boltwood Capital Management

BUY
 -
20.6K
+ 48.76%
$506K - $606K
62.9K $1.65M
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
20.4K
New
$501K - $601K
20.4K $535K
Feb 14, 2024 Q4 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
20.3K
+ 48.85%
$498K - $597K
61.8K $1.62M
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
19.8K
+ 13.15%
$486K - $583K
170K $4.46M
Feb 09, 2024 Q4 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
19.7K
+ 14.67%
$484K - $581K
154K $4.04M
Jan 25, 2024 Q4 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
19.4K
+ 102.54%
$477K - $572K
38.4K $1.01M
Jan 25, 2024 Q4 2023
American Asset Management Inc.

BUY
 -
17.9K
New
$438K - $526K
17.9K $468K
Jan 26, 2024 Q4 2023
Jmac Enterprises LLC

BUY
 -
17.6K
+ 20.02%
$433K - $519K
106K $2.77M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
17.6K
New
$433K - $519K
17.6K $462K
Feb 14, 2024 Q4 2023
Family Wealth Group, LLC

Lexington, KY
BUY
 -
17.6K
New
$432K - $518K
17.6K $461K
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
17.5K
New
$429K - $514K
17.5K $458K
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
16.9K
+ 60.32%
$414K - $497K
44.8K $1.17M
Aug 13, 2024 Q4 2023
Scs Capital Management LLC

Boston, MA
BUY
 -
15.8K
+ 0.45%
$387K - $464K
3.54M $92.9M
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
15.5K
+ 31.08%
$382K - $458K
65.6K $1.72M
Feb 13, 2024 Q4 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
15.2K
New
$372K - $446K
15.2K $397K
Feb 13, 2024 Q4 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
15K
New
$369K - $443K
15K $394K
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

BUY
 -
15K
+ 157.79%
$368K - $442K
24.5K $642K
Jan 31, 2024 Q4 2023
Bcm Advisors, LLC

BUY
 -
14.3K
+ 9.78%
$350K - $420K
160K $4.2M
Feb 13, 2024 Q4 2023
Maia Wealth LLC

Denver, CO
BUY
 -
14.2K
New
$348K - $417K
14.2K $371K
Jan 10, 2024 Q4 2023
Peak Financial Advisors LLC

BUY
 -
13.8K
+ 8.14%
$339K - $406K
183K $4.8M
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
13.6K
+ 76.79%
$335K - $401K
31.4K $822K
Jan 25, 2024 Q4 2023
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
BUY
 -
13.4K
New
$329K - $395K
13.4K $351K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
13.1K
+ 9.62%
$321K - $385K
149K $3.9M
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
12.9K
+ 7.75%
$317K - $380K
179K $4.7M
Jan 18, 2024 Q4 2023
First National Corp

BUY
 -
12.6K
+ 51.48%
$309K - $370K
37K $969K
Jan 10, 2024 Q4 2023
Long View Wealth Management

Atlanta, GA
BUY
 -
12.2K
New
$300K - $359K
12.2K $320K
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
11.9K
New
$292K - $351K
11.9K $312K
Feb 09, 2024 Q4 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
11.7K
New
$288K - $346K
11.7K $308K
Jan 19, 2024 Q4 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
11.5K
+ 5.97%
$283K - $340K
205K $5.36M
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
11.3K
+ 139.27%
$277K - $332K
19.4K $508K
Feb 13, 2024 Q4 2023
Ascent Group, LLC

BUY
 -
10.9K
+ 39.97%
$267K - $321K
38.1K $999K

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