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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.57K- 1.08% |
$40.9K - $45.8K
|
144K
$3.89M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.73K- 2.21% |
$44.9K - $50.3K
|
76.2K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.75K- 92.92% |
$45.5K - $50.9K
|
133
$3.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.76K- 1.31% |
$45.8K - $51.3K
|
132K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.78K- 15.93% |
$46.4K - $52K
|
9.41K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.79K- 18.58% |
$46.5K - $52.1K
|
7.82K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.9K- 95.66% |
$49.4K - $55.3K
|
86
$2.33K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.26K- 0.07% |
$58.8K - $65.8K
|
3.14M
$84.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.33K- 11.04% |
$60.6K - $67.9K
|
18.8K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.43K- 5.22% |
$63.2K - $70.8K
|
44.1K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.6K- 12.42% |
$67.8K - $75.9K
|
18.4K
$496K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.64K- 5.9% |
$68.7K - $76.9K
|
42.1K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.73K- 15.07% |
$71.2K - $79.7K
|
15.4K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.75K- 4.2% |
$71.6K - $80.1K
|
62.6K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.99K- 64.1% |
$77.8K - $87.1K
|
1.67K
$45.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3K- 9.92% |
$78.3K - $87.6K
|
27.3K
$738K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.05K- 3.46% |
$79.3K - $88.8K
|
85K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.39K- 3.58% |
$88.3K - $98.9K
|
91.4K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.4K- 22.81% |
$88.7K - $99.3K
|
11.5K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.45K- 3.1% |
$89.9K - $101K
|
108K
$2.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.51K- 1.82% |
$91.5K - $103K
|
190K
$5.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.71K- 28.94% |
$96.7K - $108K
|
9.11K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.74K- 11.77% |
$97.5K - $109K
|
28K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.79K- 21.29% |
$98.7K - $111K
|
14K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.83K- 33.23% |
$99.7K - $112K
|
7.69K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.85K- 51.26% |
$100K - $112K
|
3.66K
$99K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.88K- 84.04% |
$101K - $113K
|
736
$19.9K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.91K- 4.09% |
$102K - $114K
|
91.7K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.06K- 12.12% |
$106K - $119K
|
29.5K
$797K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.13K- 0.83% |
$108K - $120K
|
496K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.21K- 26.71% |
$110K - $123K
|
11.6K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.23K- 18.7% |
$110K - $123K
|
18.4K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.43K- 10.0% |
$115K - $129K
|
39.9K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.63K- 3.19% |
$121K - $135K
|
140K
$3.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.76K- 2.39% |
$124K - $139K
|
194K
$5.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.97K- 21.7% |
$129K - $145K
|
17.9K
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-5.12K- 2.64% |
$133K - $149K
|
189K
$5.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.36K- 5.62% |
$140K - $156K
|
90K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5.53K- 7.21% |
$144K - $161K
|
71.1K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-5.53K- 7.21% |
$144K - $161K
|
71.1K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.96K- 4.16% |
$155K - $174K
|
137K
$3.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.64K- 44.56% |
$173K - $194K
|
8.27K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.3K- 21.42% |
$190K - $213K
|
26.8K
$724K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.38K- 38.26% |
$192K - $215K
|
11.9K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.42K- 34.15% |
$219K - $246K
|
16.2K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.43K- 5.62% |
$219K - $246K
|
142K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.52K- 6.35% |
$222K - $248K
|
126K
$3.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.91K- 24.34% |
$232K - $260K
|
27.7K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.96K- 31.02% |
$233K - $261K
|
19.9K
$539K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-9K- 33.66% |
$235K - $263K
|
17.7K
$480K
|