Purchases and Sales Made in Q1 2023 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
67.4K+ 59.69% |
$1.95M - $2.12M
|
180K
$4.65M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63.6K+ 7.32% |
$1.84M - $2M
|
932K
$24M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
61.9K+ 138.52% |
$1.79M - $1.95M
|
107K
$2.75M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
51.3K+ 28.24% |
$1.48M - $1.62M
|
233K
$6M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
50.8K+ 17.92% |
$1.47M - $1.6M
|
334K
$8.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
47.4K+ 69.39% |
$1.37M - $1.49M
|
116K
$2.98M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
46.2K+ 10.11% |
$1.33M - $1.45M
|
503K
$13M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.8KNew |
$1.26M - $1.38M
|
43.8K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
38K+ 488.48% |
$1.1M - $1.2M
|
45.8K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37.9KNew |
$1.1M - $1.19M
|
37.9K
$978K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36.4K+ 228.13% |
$1.05M - $1.15M
|
52.3K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
34.7K+ 7.38% |
$1M - $1.09M
|
505K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.2K+ 6.46% |
$989K - $1.08M
|
564K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32.4K+ 267.77% |
$936K - $1.02M
|
44.5K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
28.5K+ 46.51% |
$822K - $897K
|
89.7K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
25.9K+ 1.35% |
$747K - $814K
|
1.94M
$49.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
23.7KNew |
$683K - $745K
|
23.7K
$610K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
23.4K+ 121.96% |
$677K - $738K
|
42.7K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
22.6K+ 41.91% |
$653K - $712K
|
76.6K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
22.6K+ 3.37% |
$652K - $711K
|
693K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
22.5KNew |
$649K - $707K
|
22.5K
$579K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
21.5KNew |
$621K - $677K
|
21.5K
$554K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
20.3KNew |
$586K - $639K
|
20.3K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2K+ 29.86% |
$555K - $605K
|
83.6K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
18.1K+ 3.78% |
$522K - $569K
|
496K
$12.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17.6K+ 73237.5% |
$508K - $553K
|
17.6K
$454K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
16.8KNew |
$486K - $530K
|
16.8K
$434K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
15.5K+ 11.92% |
$449K - $490K
|
146K
$3.76M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
15.4KNew |
$445K - $485K
|
15.4K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.8K+ 131.75% |
$426K - $465K
|
26K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.4K+ 12.67% |
$415K - $453K
|
128K
$3.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.7KNew |
$396K - $432K
|
13.7K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 14.03% |
$389K - $425K
|
110K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.4KNew |
$387K - $422K
|
13.4K
$345K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
13.3KNew |
$386K - $420K
|
13.3K
$344K
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
13.3KNew |
$383K - $418K
|
13.3K
$342K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
12.8KNew |
$371K - $404K
|
12.8K
$331K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.4K+ 17.69% |
$357K - $389K
|
82.2K
$2.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12K+ 20.78% |
$347K - $379K
|
69.9K
$1.8M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.2K+ 31.89% |
$325K - $354K
|
46.5K
$1.2M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
10.9K+ 8.16% |
$316K - $344K
|
145K
$3.73M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.8KNew |
$313K - $341K
|
10.8K
$279K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.2K+ 768.58% |
$293K - $320K
|
11.5K
$296K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.82KNew |
$284K - $309K
|
9.82K
$253K
|
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
9.49K+ 7.58% |
$274K - $299K
|
135K
$3.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
9.48K+ 211.63% |
$274K - $299K
|
14K
$360K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
9.07KNew |
$262K - $285K
|
9.07K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.71K+ 18.15% |
$252K - $274K
|
56.7K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.9K+ 2394.55% |
$228K - $249K
|
8.23K
$212K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
7.48KNew |
$216K - $236K
|
7.48K
$193K
|