Purchases and Sales Made in Q1 2024 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.12M+ 136.17% |
$194M - $206M
|
12.3M
$322M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.98MNew |
$190M - $202M
|
6.98M
$182M
|
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
4.51M+ 63.49% |
$123M - $131M
|
11.6M
$304M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.38M+ 26.58% |
$92M - $97.9M
|
16.1M
$420M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.33M+ 7.24% |
$90.7M - $96.5M
|
49.3M
$1.29B
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.17M+ 8.83% |
$86.3M - $91.8M
|
39M
$1.02B
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.31M+ 6.29% |
$62.9M - $66.9M
|
39.1M
$1.02B
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.71M+ 139.61% |
$46.7M - $49.6M
|
2.94M
$76.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.58M+ 119445.1% |
$43.2M - $45.9M
|
1.59M
$41.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.58M+ 175.91% |
$42.9M - $45.7M
|
2.47M
$64.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.23M+ 807.82% |
$33.5M - $35.6M
|
1.38M
$36M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.04MNew |
$28.3M - $30.1M
|
1.04M
$27.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.02MNew |
$27.9M - $29.6M
|
1.02M
$26.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
897K+ 37.01% |
$24.5M - $26M
|
3.32M
$86.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
890K+ 37.26% |
$24.3M - $25.8M
|
3.28M
$85.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
817KNew |
$22.3M - $23.7M
|
817K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
681KNew |
$18.5M - $19.7M
|
681K
$17.8M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
564K+ 232.86% |
$15.4M - $16.4M
|
807K
$21.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
564K+ 57.09% |
$15.4M - $16.3M
|
1.55M
$40.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
473K+ 26.33% |
$12.9M - $13.7M
|
2.27M
$59.3M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
463K+ 238.39% |
$12.6M - $13.4M
|
657K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
453K+ 3804.18% |
$12.3M - $13.1M
|
465K
$12.1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
421K+ 60.1% |
$11.5M - $12.2M
|
1.12M
$29.3M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
409K+ 32.78% |
$11.1M - $11.8M
|
1.66M
$43.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
399K+ 29.0% |
$10.9M - $11.6M
|
1.77M
$46.4M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
396K+ 72.56% |
$10.8M - $11.5M
|
942K
$24.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
361K+ 96.31% |
$9.83M - $10.5M
|
735K
$19.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
356K+ 9.82% |
$9.7M - $10.3M
|
3.98M
$104M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
355K+ 66.65% |
$9.68M - $10.3M
|
888K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
325K+ 40.91% |
$8.86M - $9.43M
|
1.12M
$29.3M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
312K+ 50864.93% |
$8.5M - $9.04M
|
312K
$8.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
266K+ 87.59% |
$7.25M - $7.71M
|
570K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
258K+ 51.57% |
$7.02M - $7.47M
|
758K
$19.8M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
255K+ 2.67% |
$6.94M - $7.38M
|
9.79M
$256M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 7.56% |
$6.24M - $6.64M
|
3.26M
$85.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 7.56% |
$6.24M - $6.64M
|
3.26M
$85.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
228K+ 208.55% |
$6.23M - $6.62M
|
338K
$8.83M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
194K+ 8.8% |
$5.28M - $5.61M
|
2.39M
$62.5M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
178KNew |
$4.85M - $5.15M
|
178K
$4.64M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
173K+ 20.26% |
$4.71M - $5.01M
|
1.03M
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
172K+ 275.17% |
$4.69M - $4.99M
|
235K
$6.13M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
170K+ 38.13% |
$4.62M - $4.91M
|
614K
$16M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
160KNew |
$4.37M - $4.65M
|
160K
$4.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
152K+ 50.0% |
$4.15M - $4.41M
|
457K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128K+ 21.66% |
$3.5M - $3.72M
|
721K
$18.8M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
116KNew |
$3.17M - $3.37M
|
116K
$3.04M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
114KNew |
$3.1M - $3.3M
|
114K
$2.97M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
108K+ 2.78% |
$2.94M - $3.12M
|
3.98M
$104M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
106K+ 200.32% |
$2.89M - $3.07M
|
159K
$4.15M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
101K+ 25.57% |
$2.74M - $2.92M
|
494K
$12.9M
|