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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-358- 38.09% |
$10.3K - $11.3K
|
582
$15K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-414- 19.1% |
$12K - $13K
|
1.75K
$45.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-483- 1.22% |
$13.9K - $15.2K
|
39K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-488- 1.3% |
$14.1K - $15.4K
|
37.1K
$956K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-493- 1.72% |
$14.2K - $15.5K
|
28.1K
$725K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-504- 1.32% |
$14.6K - $15.9K
|
37.7K
$973K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-597- 5.92% |
$17.2K - $18.8K
|
9.49K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-657- 0.43% |
$19K - $20.7K
|
154K
$3.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-694- 6.03% |
$20K - $21.9K
|
10.8K
$279K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-867- 0.49% |
$25K - $27.3K
|
176K
$4.52M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-957- 7.08% |
$27.6K - $30.1K
|
12.6K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-966- 1.65% |
$27.9K - $30.4K
|
57.6K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1K- 1.79% |
$28.9K - $31.5K
|
54.9K
$1.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.04K- 15.1% |
$29.9K - $32.6K
|
5.82K
$150K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.59K- 1.65% |
$46K - $50.2K
|
94.8K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.61K- 6.02% |
$46.4K - $50.5K
|
25K
$645K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.7K- 12.6% |
$49.2K - $53.6K
|
11.8K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.72K- 3.79% |
$49.7K - $54.2K
|
43.7K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.73K- 18.48% |
$49.9K - $54.4K
|
7.63K
$197K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.75K- 10.9% |
$50.6K - $55.1K
|
14.3K
$369K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.76K- 19.2% |
$50.7K - $55.3K
|
7.39K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.8K- 16.38% |
$51.9K - $56.6K
|
9.18K
$237K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.14K- 8.45% |
$61.8K - $67.4K
|
23.2K
$597K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.52K- 26.99% |
$72.7K - $79.3K
|
6.82K
$176K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.54K- 60.23% |
$73.4K - $80.1K
|
1.68K
$43.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.62K- 3.72% |
$75.5K - $82.3K
|
67.7K
$1.75M
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-2.64K- 7.88% |
$76.2K - $83.1K
|
30.9K
$795K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.8K- 47.21% |
$80.9K - $88.2K
|
3.13K
$80.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.98K- 1.43% |
$85.9K - $93.7K
|
206K
$5.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-3.29K- 2.51% |
$95K - $104K
|
128K
$3.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-3.44K- 1.32% |
$99.3K - $108K
|
257K
$6.62M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.57K- 6.19% |
$103K - $112K
|
54.1K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.11K- 7.32% |
$119K - $129K
|
52K
$1.34M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.5K- 26.3% |
$130K - $142K
|
12.6K
$325K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.67K- 1.38% |
$135K - $147K
|
333K
$8.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.94K- 34.01% |
$143K - $156K
|
9.59K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.02K- 74.85% |
$145K - $158K
|
1.69K
$43.4K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.23K- 14.29% |
$151K - $165K
|
31.4K
$809K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.41K- 16.58% |
$156K - $170K
|
27.2K
$701K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.5K- 98.83% |
$159K - $173K
|
65
$1.68K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.53K- 10.56% |
$160K - $174K
|
46.9K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-6.03K- 14.2% |
$174K - $190K
|
36.4K
$938K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.14K- 3.64% |
$177K - $193K
|
163K
$4.19M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.15K- 97.56% |
$177K - $194K
|
154
$3.97K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.24K- 40.81% |
$209K - $228K
|
10.5K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.25K- 6.06% |
$209K - $228K
|
112K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.58K- 64.84% |
$219K - $239K
|
4.11K
$106K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.8K- 22.31% |
$225K - $246K
|
27.2K
$700K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.52K- 18.41% |
$246K - $268K
|
37.8K
$973K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10.3K- 28.77% |
$297K - $324K
|
25.5K
$656K
|