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 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-9.27K- 9.74% |
$241K - $270K
|
85.9K
$2.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.66K- 21.75% |
$252K - $282K
|
34.8K
$940K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.77K- 7.12% |
$255K - $285K
|
128K
$3.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10K- 9.91% |
$261K - $292K
|
90.9K
$2.46M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-10.7K- 19.77% |
$278K - $311K
|
43.3K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-10.8K- 15.33% |
$281K - $315K
|
59.6K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.5K- 0.48% |
$325K - $364K
|
2.59M
$70M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.8K- 9.99% |
$333K - $373K
|
115K
$3.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13K- 6.33% |
$338K - $378K
|
192K
$5.19M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-13.3K- 30.57% |
$345K - $387K
|
30.1K
$814K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-13.3K- 32.24% |
$347K - $389K
|
28K
$757K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 57.83% |
$357K - $399K
|
9.98K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-14K- 3.5% |
$366K - $409K
|
387K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.4K- 18.09% |
$375K - $420K
|
65.2K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.6K- 9.13% |
$381K - $427K
|
146K
$3.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-14.9K- 87.24% |
$387K - $433K
|
2.17K
$58.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-16.2K- 44.25% |
$422K - $472K
|
20.4K
$551K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16.5K- 93.61% |
$429K - $480K
|
1.13K
$30.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.2K- 45.46% |
$449K - $503K
|
20.7K
$559K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17.7K- 0.7% |
$462K - $517K
|
2.51M
$67.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 31.2% |
$488K - $546K
|
41.3K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-19.1K- 45.37% |
$498K - $558K
|
23K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-21.1K- 34.07% |
$549K - $614K
|
40.7K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-21.7K- 51.18% |
$564K - $632K
|
20.7K
$559K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-22.2K- 77.13% |
$579K - $649K
|
6.59K
$178K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-22.3K- 32.48% |
$582K - $652K
|
46.4K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-22.4K- 62.43% |
$583K - $653K
|
13.5K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24.5K- 7.08% |
$638K - $715K
|
321K
$8.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-29.1K- 64.4% |
$757K - $848K
|
16.1K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.7K- 44.2% |
$801K - $897K
|
38.8K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31.4K- 22.78% |
$817K - $915K
|
106K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.2K- 74.08% |
$839K - $940K
|
11.3K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-35.9K- 30.33% |
$935K - $1.05M
|
82.5K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-40.1K- 67.55% |
$1.04M - $1.17M
|
19.3K
$521K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-40.9K- 49.72% |
$1.07M - $1.19M
|
41.4K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-41.7K- 62.2% |
$1.09M - $1.22M
|
25.3K
$684K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-44.4K- 20.48% |
$1.16M - $1.3M
|
173K
$4.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-45.3K- 22.71% |
$1.18M - $1.32M
|
154K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-46.6K- 14.39% |
$1.21M - $1.36M
|
277K
$7.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-50K- 47.61% |
$1.3M - $1.46M
|
55K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-56.1K- 26.63% |
$1.46M - $1.64M
|
154K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-61.8K- 58.1% |
$1.61M - $1.8M
|
44.6K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-86.5K- 34.57% |
$2.25M - $2.52M
|
164K
$4.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-87.8K- 59.29% |
$2.29M - $2.56M
|
60.3K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-89.1K- 17.55% |
$2.32M - $2.6M
|
419K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-97.9K- 45.28% |
$2.55M - $2.86M
|
118K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-109K- 3.62% |
$2.85M - $3.19M
|
2.91M
$78.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-129K- 31.41% |
$3.37M - $3.78M
|
283K
$7.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-136K- 17.08% |
$3.54M - $3.97M
|
660K
$17.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-137K- 58.55% |
$3.57M - $4M
|
97K
$2.62M
|