Purchases and Sales Made in Q4 2024 in Spdr Portfolio Long Term Treas (SPTL)
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 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 14.68% |
$417 - $467
|
125
$3.25K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8New |
$208 - $233
|
8
$208
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$130 - $146
|
5
$130
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
4New |
$104 - $117
|
4
$104
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 1.12% |
$78.2 - $87.5
|
270
$7.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
2+ 0.44% |
$52.1 - $58.3
|
457
$11.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 100.0% |
$26.1 - $29.2
|
2
$52
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
1New |
$26.1 - $29.2
|
1
$26
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.39% |
$26.1 - $29.2
|
73
$1.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7- 0.17% |
$182 - $204
|
4.15K
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-10- 0.97% |
$261 - $292
|
1.02K
$26.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12- -0.0% |
$313 - $350
|
602K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-24- -0.0% |
$625 - $700
|
1.28M
$33.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-42- 2.43% |
$1.09K - $1.23K
|
1.68K
$43.8K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-50Closed |
$1.3K - $1.46K
|
0
$0
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-50- 96.15% |
$1.3K - $1.46K
|
2
$52
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-56- 0.3% |
$1.46K - $1.63K
|
18.8K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-56- 0.1% |
$1.46K - $1.63K
|
55.7K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-60- 3.42% |
$1.56K - $1.75K
|
1.69K
$44K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-65- 1.65% |
$1.69K - $1.9K
|
3.88K
$101K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-88- 0.94% |
$2.29K - $2.57K
|
9.24K
$240K
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-99- 0.1% |
$2.58K - $2.89K
|
101K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-105- 0.09% |
$2.74K - $3.06K
|
115K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-117- 0.88% |
$3.05K - $3.41K
|
13.1K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-129- 35.93% |
$3.36K - $3.76K
|
230
$5.98K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-130- 0.16% |
$3.39K - $3.79K
|
82.4K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-132- 0.24% |
$3.44K - $3.85K
|
55.3K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-134- 0.89% |
$3.49K - $3.91K
|
14.9K
$388K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-142- 21.26% |
$3.7K - $4.14K
|
526
$13.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-154- 0.19% |
$4.01K - $4.49K
|
81.6K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-170- 9.95% |
$4.43K - $4.96K
|
1.54K
$40K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-175- 3.28% |
$4.56K - $5.1K
|
5.16K
$134K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-192- 0.45% |
$5K - $5.6K
|
42.4K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-203- 1.59% |
$5.29K - $5.92K
|
12.6K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-245- 0.37% |
$6.38K - $7.15K
|
65.1K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-300- 0.32% |
$7.82K - $8.75K
|
94.5K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-308- 2.43% |
$8.02K - $8.98K
|
12.4K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-460- 3.69% |
$12K - $13.4K
|
12K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-486- 64.71% |
$12.7K - $14.2K
|
265
$6.89K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-503- 1.65% |
$13.1K - $14.7K
|
30K
$781K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-548- 89.69% |
$14.3K - $16K
|
63
$1.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-617- 13.55% |
$16.1K - $18K
|
3.94K
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-736- 3.18% |
$19.2K - $21.5K
|
22.4K
$583K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-827- 8.79% |
$21.5K - $24.1K
|
8.59K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-910- 0.53% |
$23.7K - $26.5K
|
171K
$4.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-933- 1.65% |
$24.3K - $27.2K
|
55.5K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.04K- 4.33% |
$27.1K - $30.4K
|
23K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.08K- 2.26% |
$28.2K - $31.6K
|
46.8K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.1K- 65.96% |
$28.5K - $31.9K
|
565
$14.7K
|