Purchases and Sales Made in Q1 2022 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
5.2K+ 9.51% |
$192K - $214K
|
59.9K
$1.54M
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
5.19K+ 56.01% |
$191K - $214K
|
14.5K
$373K
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4.92K+ 60.72% |
$181K - $202K
|
13K
$335K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.52K+ 4.85% |
$167K - $186K
|
97.8K
$2.52M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.42K+ 57.78% |
$163K - $182K
|
12.1K
$311K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.4K+ 5.53% |
$162K - $181K
|
83.9K
$2.16M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.3K+ 10.64% |
$158K - $177K
|
44.7K
$1.15M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
4.17K+ 13.16% |
$154K - $172K
|
35.9K
$924K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4K+ 35.71% |
$147K - $165K
|
15.2K
$392K
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.92K+ 3.35% |
$144K - $161K
|
121K
$3.11M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.88K+ 36.16% |
$143K - $159K
|
14.6K
$376K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
3.47K+ 3068.14% |
$128K - $143K
|
3.58K
$92.3K
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
3.42K+ 54.56% |
$126K - $140K
|
9.67K
$249K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.19K+ 194.15% |
$117K - $131K
|
4.83K
$124K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.96K+ 14.73% |
$109K - $122K
|
23.1K
$595K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.95K+ 8.44% |
$109K - $121K
|
37.9K
$977K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.94K+ 10.6% |
$108K - $121K
|
30.7K
$790K
|
|
May 02, 2022
Q1 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.73K+ 7.5% |
$101K - $112K
|
39.2K
$1.01M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
2.66K+ 33.03% |
$98.1K - $110K
|
10.7K
$276K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.42K+ 2.43% |
$89K - $99.5K
|
102K
$2.62M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.2K+ 27.33% |
$81K - $90.5K
|
10.3K
$264K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2K+ 1.28% |
$73.6K - $82.3K
|
158K
$4.08M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.98K+ 655.96% |
$72.9K - $81.5K
|
2.28K
$58.8K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.55K+ 17.02% |
$56.9K - $63.6K
|
10.6K
$274K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.3K+ 5.95% |
$47.7K - $53.3K
|
23.1K
$595K
|
|
Apr 29, 2022
Q1 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
1.27K+ 1.16% |
$46.8K - $52.3K
|
111K
$2.87M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.2K+ 244.9% |
$44.2K - $49.4K
|
1.69K
$43.6K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.18K+ 65.21% |
$43.3K - $48.4K
|
2.98K
$76.8K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.16KNew |
$42.7K - $47.7K
|
1.16K
$29.9K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.15K+ 97.79% |
$42.4K - $47.4K
|
2.33K
$60K
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.1K+ 1.51% |
$40.4K - $45.1K
|
74K
$1.91M
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
BUY
|
- |
1.09K+ 4.38% |
$40K - $44.7K
|
25.9K
$667K
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.02K+ 12.69% |
$37.5K - $41.9K
|
9.05K
$233K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
941New |
$34.6K - $38.7K
|
941
$24.2K
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
898+ 0.56% |
$33.1K - $36.9K
|
162K
$4.18M
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
890New |
$32.8K - $36.6K
|
890
$22.9K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
680+ 25.74% |
$25K - $28K
|
3.32K
$85.6K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
414+ 81.98% |
$15.2K - $17K
|
919
$23.7K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
311+ 1.69% |
$11.5K - $12.8K
|
18.7K
$483K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$11K - $12.3K
|
300
$7.73K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
260New |
$9.57K - $10.7K
|
260
$6.7K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
232+ 9.74% |
$8.54K - $9.54K
|
2.61K
$67.4K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
176New |
$6.48K - $7.24K
|
176
$4.54K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
147+ 6.67% |
$5.41K - $6.05K
|
2.35K
$60.6K
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
117+ 6.56% |
$4.31K - $4.81K
|
1.9K
$49K
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
116+ 0.51% |
$4.27K - $4.77K
|
22.8K
$589K
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
111+ 54.15% |
$4.09K - $4.57K
|
316
$8.14K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
109New |
$4.01K - $4.48K
|
109
$2.81K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108+ 1.69% |
$3.98K - $4.44K
|
6.51K
$168K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
108New |
$3.98K - $4.44K
|
108
$2.78K
|