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 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-152K- 32.6% |
$3.95M - $4.42M
|
313K
$8.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-167K- 29.69% |
$4.36M - $4.89M
|
397K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-194K- 56.2% |
$5.05M - $5.66M
|
151K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-204K- 98.61% |
$5.31M - $5.95M
|
2.88K
$78K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-205K- 12.87% |
$5.33M - $5.97M
|
1.39M
$37.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-226K- 15.43% |
$5.89M - $6.6M
|
1.24M
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-309K- 53.23% |
$8.04M - $9.01M
|
271K
$7.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-352K- 30.18% |
$9.17M - $10.3M
|
815K
$22M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-389K- 71.44% |
$10.1M - $11.4M
|
156K
$4.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-403K- 65.58% |
$10.5M - $11.8M
|
212K
$5.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-429K- 30.13% |
$11.2M - $12.5M
|
996K
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-533K- 74.13% |
$13.9M - $15.5M
|
186K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-568K- 49.74% |
$14.8M - $16.6M
|
574K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-619K- 90.54% |
$16.1M - $18.1M
|
64.6K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-622K- 5.65% |
$16.2M - $18.2M
|
10.4M
$281M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.04M- 30.49% |
$27.2M - $30.5M
|
2.38M
$64.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-1.07M- 8.41% |
$28M - $31.3M
|
11.7M
$316M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.12M- 67.69% |
$55.3M - $61.9M
|
1.01M
$27.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.39M- 99.73% |
$62.4M - $69.8M
|
6.45K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.47M- 26.65% |
$116M - $130M
|
12.3M
$333M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.12M- 43.3% |
$159M - $179M
|
8.01M
$217M
|