Purchases and Sales Made in Q2 2022 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
34.9K+ 166.18% |
$1.1M - $1.32M
|
56K
$1.44M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.3K+ 18.53% |
$920K - $1.11M
|
188K
$4.84M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
27.7KNew |
$870K - $1.05M
|
27.7K
$715K
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
26.1KNew |
$820K - $987K
|
26.1K
$673K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26KNew |
$816K - $983K
|
26K
$670K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26KNew |
$816K - $983K
|
26K
$670K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
23.5KNew |
$738K - $889K
|
23.5K
$606K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22K+ 78.75% |
$689K - $829K
|
49.8K
$1.28M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
19K+ 2.88% |
$595K - $716K
|
677K
$17.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.6K+ 16.59% |
$585K - $704K
|
131K
$3.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
18.5KNew |
$580K - $698K
|
18.5K
$476K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.2K+ 1.23% |
$571K - $688K
|
1.5M
$38.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
16.5K+ 24.72% |
$517K - $622K
|
83.1K
$2.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
15.5K+ 4.64% |
$487K - $586K
|
350K
$9.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 0.78% |
$482K - $581K
|
1.98M
$51M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.3K+ 22.72% |
$481K - $579K
|
82.8K
$2.13M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.8K+ 163.51% |
$464K - $559K
|
23.8K
$614K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14.5K+ 608.44% |
$455K - $548K
|
16.9K
$435K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8KNew |
$402K - $484K
|
12.8K
$330K
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
12.6K+ 97.06% |
$396K - $477K
|
25.6K
$661K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 55.43% |
$381K - $458K
|
34K
$876K
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
11.1K+ 2.71% |
$349K - $421K
|
423K
$10.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.9KNew |
$343K - $413K
|
10.9K
$282K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.5K+ 33.69% |
$328K - $395K
|
41.5K
$1.07M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
10.2K+ 18.91% |
$322K - $387K
|
64.5K
$1.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.51K+ 23.78% |
$298K - $359K
|
49.5K
$1.28M
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
9.49KNew |
$298K - $358K
|
9.49K
$244K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.43KNew |
$265K - $319K
|
8.43K
$217K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.28K+ 31.27% |
$260K - $313K
|
34.8K
$896K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
8.13KNew |
$255K - $307K
|
8.13K
$209K
|
|
|
Nov 08, 2022
Q2 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
7.9K+ 14.57% |
$248K - $298K
|
62.1K
$1.6M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.85K+ 7.54% |
$246K - $296K
|
112K
$2.89M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
7.48K+ 14.77% |
$235K - $283K
|
58.1K
$1.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.97K+ 77.0% |
$219K - $263K
|
16K
$413K
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
5.98K+ 20.06% |
$188K - $226K
|
35.8K
$922K
|
|
|
Jul 28, 2022
Q2 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
4.84K+ 4.35% |
$152K - $183K
|
116K
$2.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.73K+ 202.4% |
$148K - $179K
|
7.07K
$182K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.65K+ 30.6% |
$146K - $176K
|
19.9K
$512K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.62K+ 78.79% |
$145K - $175K
|
10.5K
$270K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.59K+ 29.04% |
$144K - $173K
|
20.4K
$526K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.59K+ 29.04% |
$144K - $173K
|
20.4K
$526K
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
4.55K+ 17.58% |
$143K - $172K
|
30.5K
$785K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.53K+ 4.4% |
$142K - $171K
|
108K
$2.77M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.34K+ 2.7% |
$136K - $164K
|
165K
$4.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.22KNew |
$132K - $160K
|
4.22K
$109K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.12K+ 38.61% |
$129K - $156K
|
14.8K
$381K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.11K+ 17.79% |
$129K - $155K
|
27.2K
$701K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.8K+ 26.1% |
$119K - $143K
|
18.3K
$473K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.79K+ 2.54% |
$119K - $143K
|
153K
$3.94M
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3.66K+ 3.27% |
$115K - $138K
|
116K
$2.98M
|