Purchases and Sales Made in Q4 2023 in Spdr Portfolio Long Term Treas (SPTL)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2- 11.11% |
$49.1 - $58.9
|
16
$419
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 42.86% |
$73.7 - $88.3
|
4
$105
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 4.55% |
$147 - $177
|
126
$3.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10- 0.27% |
$246 - $294
|
3.7K
$96.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-22- 1.09% |
$540 - $648
|
1.99K
$52.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-25Closed |
$614 - $736
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-41- 2.85% |
$1.01K - $1.21K
|
1.4K
$36.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-60- 33.52% |
$1.47K - $1.77K
|
119
$3.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-72- 2.41% |
$1.77K - $2.12K
|
2.91K
$76.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-104- 4.57% |
$2.55K - $3.06K
|
2.17K
$56.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-123- 4.51% |
$3.02K - $3.62K
|
2.61K
$68.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-162- 1.67% |
$3.98K - $4.77K
|
9.52K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-194- 0.08% |
$4.76K - $5.71K
|
230K
$6.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-224- 1.38% |
$5.5K - $6.59K
|
16K
$419K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-271- 77.43% |
$6.65K - $7.98K
|
79
$2.07K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-315Closed |
$7.73K - $9.27K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-317- 68.32% |
$7.78K - $9.33K
|
147
$3.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-384- 0.42% |
$9.43K - $11.3K
|
91.9K
$2.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-430- 9.06% |
$10.6K - $12.7K
|
4.32K
$113K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-469- 26.13% |
$11.5K - $13.8K
|
1.33K
$34.7K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-547- 62.66% |
$13.4K - $16.1K
|
326
$8.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-611- 1.88% |
$15K - $18K
|
31.8K
$833K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-692- 4.21% |
$17K - $20.4K
|
15.7K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-719- 1.1% |
$17.7K - $21.2K
|
64.7K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-840- 6.94% |
$20.6K - $24.7K
|
11.3K
$295K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-901- 4.09% |
$22.1K - $26.5K
|
21.2K
$554K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-916- 10.24% |
$22.5K - $27K
|
8.03K
$210K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-925- 87.51% |
$22.7K - $27.2K
|
132
$3.46K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-939- 10.58% |
$23.1K - $27.6K
|
7.94K
$208K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-995- 2.3% |
$24.4K - $29.3K
|
42.3K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.13K- 38.68% |
$27.7K - $33.2K
|
1.79K
$46.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.21K- 99.84% |
$29.7K - $35.7K
|
2
$52.4
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.23K- 1.33% |
$30.3K - $36.3K
|
91.7K
$2.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.28K- 18.39% |
$31.4K - $37.7K
|
5.68K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.32K- 12.34% |
$32.4K - $38.8K
|
9.36K
$245K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.67K- 1.55% |
$40.9K - $49.1K
|
106K
$2.78M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1.68K- 4.65% |
$41.1K - $49.3K
|
34.3K
$899K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.96K- 1.28% |
$48K - $57.6K
|
151K
$3.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.14K- 81.86% |
$52.5K - $63K
|
474
$12.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.47K- 80.12% |
$60.7K - $72.7K
|
613
$16.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.84K- 26.98% |
$69.6K - $83.5K
|
7.68K
$201K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.91K- 29.19% |
$71.4K - $85.6K
|
7.06K
$185K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.08K- 71.43% |
$75.6K - $90.7K
|
1.23K
$32.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.51K- 36.62% |
$86K - $103K
|
6.07K
$159K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-3.53K- 3.58% |
$86.6K - $104K
|
95.1K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.72K- 25.81% |
$91.3K - $109K
|
10.7K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.78K- 3.4% |
$117K - $141K
|
136K
$3.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4.99K- 29.47% |
$122K - $147K
|
11.9K
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.76K- 5.09% |
$141K - $170K
|
107K
$2.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.38K- 45.29% |
$157K - $188K
|
7.7K
$202K
|