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 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.54K+ 4.11% |
$111K - $134K
|
89.6K
$2.31M
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.31K+ 3.2% |
$104K - $125K
|
107K
$2.75M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3.03K+ 3.56% |
$95.1K - $115K
|
88.1K
$2.27M
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.93K+ 15.78% |
$91.8K - $111K
|
21.5K
$553K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.89K+ 807.26% |
$90.7K - $109K
|
3.25K
$83.7K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.84K+ 7.47% |
$89K - $107K
|
40.8K
$1.05M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.67K+ 2.23% |
$83.9K - $101K
|
123K
$3.16M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.62KNew |
$82.3K - $99.1K
|
2.62K
$67.6K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.5K+ 9.52% |
$78.5K - $94.6K
|
28.8K
$742K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.47K+ 12.92% |
$77.4K - $93.2K
|
21.6K
$556K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.34K+ 6.52% |
$73.4K - $88.3K
|
38.2K
$985K
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.34K+ 16.0% |
$73.3K - $88.3K
|
16.9K
$436K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.23K+ 34.22% |
$69.9K - $84.1K
|
8.73K
$225K
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.15K+ 3.11% |
$67.6K - $81.4K
|
71.3K
$1.84M
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.08K+ 0.53% |
$65.3K - $78.7K
|
393K
$10.1M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.01K+ 0.84% |
$63.1K - $75.9K
|
241K
$6.2M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.96KNew |
$61.3K - $73.9K
|
1.96K
$50.4K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.74KNew |
$54.6K - $65.7K
|
1.74K
$44.8K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.63KNew |
$51.1K - $61.6K
|
1.63K
$42K
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.57K+ 0.33% |
$49.1K - $59.2K
|
477K
$12.3M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.46K+ 10.8% |
$45.8K - $55.2K
|
15K
$386K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
1.43K+ 4.0% |
$45K - $54.2K
|
37.3K
$961K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.27KNew |
$39.9K - $48K
|
1.27K
$32.7K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.27K+ 10.5% |
$39.7K - $47.8K
|
13.3K
$343K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.21K+ 9.3% |
$37.9K - $45.6K
|
14.2K
$366K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.11K+ 9.37% |
$34.8K - $41.9K
|
12.9K
$334K
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.06K+ 10.99% |
$33.1K - $39.9K
|
10.7K
$275K
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
876+ 93.09% |
$27.5K - $33.1K
|
1.82K
$46.8K
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
845+ 0.87% |
$26.5K - $31.9K
|
97.8K
$2.52M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
745+ 0.78% |
$23.4K - $28.1K
|
96.8K
$2.49M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
728New |
$22.8K - $27.5K
|
728
$18.8K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
610+ 9.12% |
$19.1K - $23K
|
7.3K
$188K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
601+ 4.76% |
$18.9K - $22.7K
|
13.2K
$341K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
597+ 1.34% |
$18.7K - $22.6K
|
45.3K
$1.17M
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
508+ 10160.0% |
$15.9K - $19.2K
|
513
$13.2K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
452New |
$14.2K - $17.1K
|
452
$11.6K
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
317+ 23.41% |
$9.95K - $12K
|
1.67K
$43.1K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
305+ 242.06% |
$9.57K - $11.5K
|
431
$11.1K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
268New |
$8.41K - $10.1K
|
268
$6.91K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
238+ 3.99% |
$7.47K - $8.99K
|
6.21K
$160K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
216+ 3.12% |
$6.78K - $8.16K
|
7.13K
$184K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
178+ 7.65% |
$5.59K - $6.72K
|
2.51K
$64.6K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$4.71K - $5.67K
|
150
$3.87K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
139+ 0.42% |
$4.36K - $5.25K
|
33.2K
$856K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
123New |
$3.86K - $4.65K
|
123
$3.17K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
122+ 46.92% |
$3.83K - $4.61K
|
382
$9.84K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
91+ 9.9% |
$2.86K - $3.44K
|
1.01K
$26K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
57New |
$1.79K - $2.15K
|
57
$1.47K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51+ 2.17% |
$1.6K - $1.93K
|
2.4K
$61.9K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
34+ 33.01% |
$1.07K - $1.28K
|
137
$3.53K
|