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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
101KNew |
$2.74M - $2.91M
|
101K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
93K+ 42.49% |
$2.53M - $2.69M
|
312K
$8.03M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
85.3K+ 13.5% |
$2.32M - $2.47M
|
717K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
80.7KNew |
$2.2M - $2.34M
|
80.7K
$2.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
80K+ 7.0% |
$2.18M - $2.32M
|
1.22M
$31.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78.9K+ 78.49% |
$2.15M - $2.29M
|
179K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
77.5K+ 9.47% |
$2.11M - $2.25M
|
896K
$23.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
75.9K+ 37.08% |
$2.07M - $2.2M
|
280K
$7.23M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
73.9KNew |
$2.01M - $2.14M
|
73.9K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
73.1K+ 42.45% |
$1.99M - $2.12M
|
245K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
67.4K+ 187.35% |
$1.84M - $1.95M
|
103K
$2.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56.4K+ 33.15% |
$1.54M - $1.64M
|
227K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
54.2K+ 461.52% |
$1.48M - $1.57M
|
66K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
53.5K+ 6.48% |
$1.46M - $1.55M
|
879K
$22.6M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
49.5K+ 489.05% |
$1.35M - $1.43M
|
59.6K
$1.54M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
47.9K+ 100.24% |
$1.31M - $1.39M
|
95.7K
$2.47M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47.5K+ 76.92% |
$1.29M - $1.38M
|
109K
$2.82M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
47.1K+ 11.7% |
$1.28M - $1.36M
|
449K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
45.7K+ 8.94% |
$1.25M - $1.32M
|
557K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
42.3K+ 400.57% |
$1.15M - $1.23M
|
52.9K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
41.5K+ 24.16% |
$1.13M - $1.2M
|
213K
$5.5M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
40.8K+ 88.83% |
$1.11M - $1.18M
|
86.8K
$2.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
40K+ 1.05% |
$1.09M - $1.16M
|
3.85M
$99.1M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
39.8K+ 115.91% |
$1.08M - $1.15M
|
74.1K
$1.91M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39.3K+ 72.09% |
$1.07M - $1.14M
|
93.7K
$2.41M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
34.2KNew |
$931K - $990K
|
34.2K
$880K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30.5K+ 204.29% |
$831K - $883K
|
45.4K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
29.9K+ 28.27% |
$814K - $865K
|
135K
$3.49M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.5K+ 6.1% |
$777K - $826K
|
496K
$12.8M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
28.3KNew |
$770K - $819K
|
28.3K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$749K - $797K
|
27.5K
$708K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
27.3KNew |
$745K - $792K
|
27.3K
$705K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.9K+ 2585900.0% |
$705K - $749K
|
25.9K
$666K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3KNew |
$688K - $732K
|
25.3K
$651K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
24.7K+ 5.85% |
$673K - $715K
|
447K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
23.6KNew |
$642K - $683K
|
23.6K
$607K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.2KNew |
$632K - $672K
|
23.2K
$598K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
22.8KNew |
$622K - $661K
|
22.8K
$588K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
22.4K+ 1.68% |
$612K - $650K
|
1.36M
$34.9M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
21.6K+ 4.5% |
$589K - $626K
|
502K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21.2K+ 19.52% |
$577K - $613K
|
130K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
21KNew |
$571K - $607K
|
21K
$540K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 5.77% |
$569K - $606K
|
383K
$9.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
20.3K+ 12.04% |
$554K - $589K
|
189K
$4.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.5KNew |
$530K - $564K
|
19.5K
$501K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
19.1K+ 12.7% |
$522K - $555K
|
170K
$4.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 12.23% |
$497K - $528K
|
167K
$4.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
18.2K+ 62.32% |
$496K - $527K
|
47.4K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.9K+ 5.36% |
$488K - $519K
|
352K
$9.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17.1KNew |
$466K - $496K
|
17.1K
$441K
|