Purchases and Sales Made in Q1 2023 in Spdr Portfolio Long Term Treas (SPTL)

SPTL Quotes by TradingView

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
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.25K
+ 6.46%
$209K - $228K
120K $3.08M
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
7.21K
New
$208K - $227K
7.21K $186K
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
7.21K
+ 48.99%
$208K - $227K
21.9K $565K
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

BUY
 -
7.19K
+ 99.54%
$208K - $226K
14.4K $371K
Apr 19, 2023 Q1 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
7.06K
New
$204K - $222K
7.06K $182K
Apr 17, 2023 Q1 2023
E&G Advisors, LP

BUY
 -
7K
+ 11.11%
$202K - $220K
70K $1.8M
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

BUY
 -
6.97K
New
$201K - $220K
6.97K $180K
Apr 18, 2023 Q1 2023
Donald L. Hagan, LLC

BUY
 -
6.8K
+ 45.28%
$196K - $214K
21.8K $562K
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
6.76K
New
$195K - $213K
6.76K $174K
Apr 18, 2023 Q1 2023
Sharkey, Howes & Javer

BUY
 -
6.52K
New
$188K - $205K
6.52K $168K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
5.96K
+ 43.02%
$172K - $188K
19.8K $510K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
5.75K
New
$166K - $181K
5.75K $148K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
5.64K
+ 21.43%
$163K - $177K
31.9K $823K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
5.42K
+ 1.76%
$157K - $171K
314K $8.09M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
5.08K
+ 70.49%
$147K - $160K
12.3K $316K
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
4.89K
New
$141K - $154K
4.89K $126K
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
4.25K
+ 50.47%
$123K - $134K
12.7K $327K
Apr 20, 2023 Q1 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
4.24K
+ 13.94%
$122K - $133K
34.6K $892K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
4.16K
+ 3.54%
$120K - $131K
122K $3.14M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.1K
+ 1.14%
$118K - $129K
364K $9.37M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
4.06K
+ 14.58%
$117K - $128K
31.9K $823K
May 18, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
4.04K
New
$117K - $127K
4.04K $104K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.99K
+ 26.74%
$115K - $126K
18.9K $487K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.84K
+ 43.75%
$111K - $121K
12.6K $325K
Apr 07, 2023 Q1 2023
Austin Private Wealth, LLC

BUY
 -
3.48K
+ 14.23%
$101K - $110K
28K $720K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.02K
+ 15.76%
$87.3K - $95.2K
22.2K $572K
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
2.74K
+ 1.13%
$79.2K - $86.4K
246K $6.33M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.5K
+ 51.78%
$72.1K - $78.7K
7.32K $189K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.5K
+ 3.72%
$72.1K - $78.6K
69.7K $1.8M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
2.3K
+ 33.06%
$66.5K - $72.5K
9.27K $239K
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
2.08K
+ 6.45%
$60.2K - $65.6K
34.4K $886K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
2.06K
+ 25.36%
$59.4K - $64.8K
10.2K $262K
May 08, 2023 Q1 2023
Tempus Wealth Planning, LLC

BUY
 -
2.04K
+ 7.94%
$58.9K - $64.3K
27.7K $715K
Apr 20, 2023 Q1 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
1.91K
+ 1.01%
$55.2K - $60.2K
191K $4.91M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
1.84K
+ 3.64%
$53.1K - $57.9K
52.4K $1.35M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
1.75K
+ 1.62%
$50.5K - $55.1K
110K $2.82M
May 02, 2023 Q1 2023
Tevis Investment Management

BUY
 -
1.55K
+ 11.37%
$44.9K - $48.9K
15.2K $392K
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
1.45K
+ 1.57%
$41.9K - $45.7K
93.8K $2.42M
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
1.3K
+ 48.49%
$37.5K - $40.9K
3.98K $102K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
1.21K
+ 2.81%
$34.9K - $38K
44.2K $1.14M
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1.19K
+ 425.71%
$34.4K - $37.5K
1.47K $37.9K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
980
New
$28.3K - $30.9K
980 $25.3K
May 04, 2023 Q1 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
928
+ 4.19%
$26.8K - $29.2K
23.1K $595K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
907
+ 1.02%
$26.2K - $28.6K
89.5K $2.31M
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
892
+ 3.07%
$25.8K - $28.1K
29.9K $771K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
832
+ 7.04%
$24K - $26.2K
12.7K $326K
May 04, 2023 Q1 2023
Barclays PLC

London, X0
BUY
 -
814
New
$23.5K - $25.6K
814 $21K
Apr 18, 2023 Q1 2023
Genesee Capital Advisors, LLC

BUY
 -
761
+ 0.64%
$22K - $24K
120K $3.09M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
734
+ 264.03%
$21.2K - $23.1K
1.01K $26.1K

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