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 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-101K- 39.92% |
$2.74M - $2.92M
|
151K
$3.9M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-144K- 8.22% |
$3.91M - $4.16M
|
1.6M
$41.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-173K- 19.23% |
$4.7M - $5M
|
724K
$18.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-204K- 89.47% |
$5.56M - $5.92M
|
24K
$619K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-211K- 42.97% |
$5.74M - $6.11M
|
280K
$7.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-232K- 13.15% |
$6.32M - $6.72M
|
1.53M
$39.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-240K- 21.13% |
$6.55M - $6.97M
|
898K
$23.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-247K- 39.31% |
$6.73M - $7.15M
|
381K
$9.82M
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-258K- 49.12% |
$7.02M - $7.47M
|
267K
$6.88M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-260K- 34.19% |
$7.07M - $7.52M
|
500K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-271K- 63.52% |
$7.39M - $7.86M
|
156K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-283K- 53.56% |
$7.72M - $8.21M
|
246K
$6.33M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-362K- 97.21% |
$9.87M - $10.5M
|
10.4K
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-377K- 47.29% |
$10.3M - $10.9M
|
420K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-448K- 54.04% |
$12.2M - $13M
|
381K
$9.81M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-511K- 98.53% |
$13.9M - $14.8M
|
7.62K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-612K- 46.12% |
$16.7M - $17.7M
|
715K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-923K- 89.52% |
$25.1M - $26.7M
|
108K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.27M- 40.94% |
$34.6M - $36.8M
|
1.83M
$47.2M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.09M- 99.06% |
$84.3M - $89.7M
|
29.3K
$755K
|