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 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-453- 5.5% |
$12.3K - $13.1K
|
7.78K
$200K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-507- 0.47% |
$13.8K - $14.7K
|
108K
$2.79M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-518- 1.08% |
$14.1K - $15K
|
47.4K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-601- 20.64% |
$16.4K - $17.4K
|
2.31K
$59.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-622- 10.25% |
$16.9K - $18K
|
5.45K
$140K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-623- 2.58% |
$17K - $18.1K
|
23.6K
$607K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-701- 0.21% |
$19.1K - $20.3K
|
332K
$8.54M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-736- 8.8% |
$20.1K - $21.3K
|
7.63K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-770- 4.42% |
$21K - $22.3K
|
16.7K
$429K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1K- 5.73% |
$27.3K - $29K
|
16.5K
$424K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.04K- 1.14% |
$28.4K - $30.2K
|
90.6K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.07K- 12.25% |
$29.3K - $31.1K
|
7.7K
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.1K- 1.36% |
$29.9K - $31.8K
|
79.5K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.13K- 7.82% |
$30.7K - $32.6K
|
13.3K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.2K- 10.02% |
$32.6K - $34.7K
|
10.7K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.24K- 1.89% |
$33.7K - $35.8K
|
64.3K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.36K- 1.48% |
$37.1K - $39.5K
|
90.5K
$2.33M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-1.43K- 61.55% |
$39K - $41.5K
|
895
$23.1K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.57K- 6.28% |
$42.6K - $45.4K
|
23.3K
$602K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.62K- 40.06% |
$44.2K - $47K
|
2.43K
$62.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.64K- 3.02% |
$44.6K - $47.4K
|
52.6K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.68K- 4.2% |
$45.8K - $48.7K
|
38.3K
$987K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.97K- 3.25% |
$53.8K - $57.2K
|
58.7K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2K- 22.11% |
$54.5K - $58K
|
7.05K
$182K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.05K- 39.87% |
$55.7K - $59.3K
|
3.08K
$79.5K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.18K- 1.01% |
$59.3K - $63K
|
213K
$5.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.2K- 4.89% |
$60K - $63.8K
|
42.8K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.21K- 20.2% |
$60.2K - $64K
|
8.72K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.29K- 6.0% |
$62.4K - $66.3K
|
35.8K
$924K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.31K- 29.98% |
$62.9K - $66.9K
|
5.39K
$139K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.35K- 15.3% |
$64.1K - $68.1K
|
13K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.51K- 96.39% |
$68.4K - $72.8K
|
94
$2.42K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.78K- 9.91% |
$75.9K - $80.7K
|
25.3K
$652K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.81K- 3.04% |
$76.6K - $81.4K
|
89.7K
$2.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.09K- 2.94% |
$84.2K - $89.5K
|
102K
$2.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.27K- 19.98% |
$89.2K - $94.9K
|
13.1K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.31KClosed |
$90.1K - $95.9K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.54K- 28.61% |
$96.4K - $103K
|
8.83K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.85K- 13.66% |
$105K - $112K
|
24.3K
$627K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.98K- 12.49% |
$108K - $115K
|
27.9K
$718K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4.09K- 5.39% |
$111K - $118K
|
71.8K
$1.85M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.11K- 26.99% |
$112K - $119K
|
11.1K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-4.25K- 4.2% |
$116K - $123K
|
97K
$2.5M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-5K- 7.96% |
$136K - $145K
|
57.9K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.32K- 6.31% |
$145K - $154K
|
79K
$2.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.66K- 1.7% |
$154K - $164K
|
326K
$8.41M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.79K- 7.64% |
$158K - $168K
|
70K
$1.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.17K- 20.75% |
$168K - $179K
|
23.6K
$607K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.29K- 5.86% |
$171K - $182K
|
101K
$2.6M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.39K- 30.1% |
$174K - $185K
|
14.8K
$383K
|