Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025 Q4 2024
Synergy Investment Management, LLC

Altamonte Springs, FL
BUY
 -
21K
New
$547K - $613K
21K $568K
Feb 14, 2025 Q4 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
21K
+ 21.26%
$547K - $612K
120K $3.24M
Feb 05, 2025 Q4 2024
Bank Ozk

BUY
 -
20.9K
+ 221.43%
$544K - $609K
30.3K $820K
Feb 05, 2025 Q4 2024
Private Wealth Advisors, LLC

Fresno, CA
BUY
 -
20.3K
New
$529K - $593K
20.3K $550K
Feb 14, 2025 Q4 2024
Cary Street Partners Financial LLC

Richmond, VA
BUY
 -
20.2K
New
$526K - $589K
20.2K $546K
Feb 13, 2025 Q4 2024
Goodman Advisory Group, LLC

BUY
 -
20K
+ 8.3%
$520K - $582K
261K $7.05M
Feb 13, 2025 Q4 2024
Stonehaven Wealth & Tax Solutions, LLC

Appleton, WI
BUY
 -
19.9K
New
$518K - $580K
19.9K $538K
Feb 12, 2025 Q4 2024
Stone X Group Inc.

BUY
 -
18.8K
New
$489K - $547K
18.8K $507K
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
18.6K
+ 1.92%
$486K - $544K
989K $26.8M
Jan 22, 2025 Q4 2024
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
17.4K
+ 52.36%
$454K - $508K
50.7K $1.37M
Feb 05, 2025 Q4 2024
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
16.7K
New
$436K - $488K
16.7K $453K
Jan 28, 2025 Q4 2024
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
16.2K
+ 12.87%
$422K - $473K
142K $3.84M
Jan 29, 2025 Q4 2024
Avidian Wealth Solutions, LLC

BUY
 -
16K
+ 3.09%
$416K - $465K
533K $14.4M
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
15.9K
+ 64.76%
$414K - $464K
40.5K $1.09M
Jan 24, 2025 Q4 2024
Ma Private Wealth

BUY
 -
15.9K
+ 3.77%
$413K - $463K
437K $11.8M
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
15.8K
+ 8.54%
$411K - $460K
200K $5.42M
Feb 13, 2025 Q4 2024
Xtx Topco LTD

London, X0
BUY
 -
15.4K
New
$401K - $449K
15.4K $416K
Feb 07, 2025 Q4 2024
Redw Wealth LLC

BUY
 -
15.1K
New
$394K - $441K
15.1K $409K
Jan 22, 2025 Q4 2024
Foster Victor Wealth Advisors, LLC

BUY
 -
13.7K
+ 4.85%
$356K - $399K
296K $7.99M
Jan 22, 2025 Q4 2024
Southern Style Financial, Inc.

San Diego, CA
BUY
 -
13.6K
New
$353K - $395K
13.6K $366K
Feb 07, 2025 Q4 2024
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
13.5K
New
$351K - $393K
13.5K $364K
Feb 12, 2025 Q4 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
13.1K
+ 4.18%
$342K - $383K
327K $8.85M
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
12.6K
New
$328K - $368K
12.6K $341K
Jan 31, 2025 Q4 2024
Buttonwood Financial Group, LLC

BUY
 -
12.6K
+ 5.01%
$328K - $367K
264K $7.14M
Feb 14, 2025 Q4 2024
4 Wealth Advisors, Inc.

Burr Ridge, IL
BUY
 -
12.5K
New
$326K - $365K
12.5K $338K
Apr 02, 2025 Q4 2024
Clark Asset Management, LLC

Stratham, NH
BUY
 -
12.2K
New
$318K - $356K
12.2K $330K
Mar 10, 2025 Q4 2024
Anchor Pointe Wealth Management, LLC

Cape Girardeau, MO
BUY
 -
12.1K
New
$316K - $354K
12.1K $328K
Jan 22, 2025 Q4 2024
Center For Asset Management LLC

BUY
 -
12K
+ 66.28%
$314K - $351K
30.2K $817K
Jan 23, 2025 Q4 2024
Donald L. Hagan, LLC

BUY
 -
12K
+ 97.49%
$312K - $350K
24.3K $656K
Feb 04, 2025 Q4 2024
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
11.6K
+ 17.46%
$301K - $337K
77.7K $2.1M
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
11.3K
New
$293K - $329K
11.3K $305K
Jan 17, 2025 Q4 2024
Private Wealth Group, LLC

BUY
 -
10.9K
+ 34.75%
$283K - $317K
42.1K $1.14M
Feb 11, 2025 Q4 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
10.7K
New
$278K - $311K
10.7K $288K
Feb 11, 2025 Q4 2024
Pks Advisory Services, LLC

Albany, NY
BUY
 -
10.4K
New
$270K - $303K
10.4K $281K
Feb 11, 2025 Q4 2024
Arvest Investments, Inc.

Rogers, AR
BUY
 -
10K
+ 6.38%
$261K - $293K
167K $4.52M
Feb 06, 2025 Q4 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
9.89K
New
$258K - $289K
9.89K $267K
Feb 06, 2025 Q4 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
9.21K
New
$240K - $269K
9.21K $249K
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
9.19K
New
$239K - $268K
9.19K $248K
Jan 29, 2025 Q4 2024
Jmac Enterprises LLC

BUY
 -
9.06K
+ 5.21%
$236K - $264K
183K $4.95M
Feb 11, 2025 Q4 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
8.76K
+ 18.3%
$228K - $255K
56.6K $1.53M
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
8.66K
+ 5.07%
$226K - $253K
179K $4.85M
Feb 11, 2025 Q4 2024
Running Point Capital Advisors, LLC

BUY
 -
8.63K
New
$225K - $252K
8.63K $233K
Jan 06, 2025 Q4 2024
Boltwood Capital Management

BUY
 -
8.48K
+ 13.85%
$221K - $247K
69.7K $1.89M
Jan 29, 2025 Q4 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
8.45K
New
$220K - $247K
8.45K $229K
Jan 22, 2025 Q4 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
8.06K
New
$210K - $235K
8.06K $218K
Jan 22, 2025 Q4 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
8.03K
+ 38.01%
$209K - $234K
29.2K $788K
Jan 29, 2025 Q4 2024
Fsr Wealth Management Ltd.

Elmhurst, IL
BUY
 -
7.89K
New
$205K - $230K
7.89K $213K
Jan 22, 2025 Q4 2024
Genesee Capital Advisors, LLC

BUY
 -
7.75K
+ 7.16%
$202K - $226K
116K $3.14M
Jan 29, 2025 Q4 2024
International Private Wealth Advisors LLC

San Diego, CA
BUY
 -
7.72K
+ 39.27%
$201K - $225K
27.4K $740K

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