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 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
24New |
$753 - $907
|
24
$618
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
18New |
$565 - $680
|
18
$464
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
9New |
$282 - $340
|
9
$232
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.62% |
$31.4 - $37.8
|
163
$4.2K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.21% |
$31.4 - $37.8
|
474
$12.2K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3Closed |
$94.1 - $113
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-14Closed |
$439 - $529
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15- 5.08% |
$471 - $567
|
280
$7.22K
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-16- 7.11% |
$502 - $604
|
209
$5.39K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30- 14.35% |
$941 - $1.13K
|
179
$4.61K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-36- 33.03% |
$1.13K - $1.36K
|
73
$1.88K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-39- 34.51% |
$1.22K - $1.47K
|
74
$1.91K
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.21% |
$1.57K - $1.89K
|
24.3K
$627K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-56- 0.02% |
$1.76K - $2.12K
|
322K
$8.29M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-79Closed |
$2.48K - $2.98K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-81- 11.31% |
$2.54K - $3.06K
|
635
$16.4K
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-108Closed |
$3.39K - $4.08K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-117- 62.23% |
$3.67K - $4.42K
|
71
$1.83K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-133Closed |
$4.17K - $5.02K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-144- 9.9% |
$4.52K - $5.44K
|
1.31K
$33.8K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-177- 4.52% |
$5.55K - $6.69K
|
3.74K
$96.4K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-189- 0.19% |
$5.93K - $7.14K
|
97.6K
$2.52M
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-193- 12.36% |
$6.06K - $7.29K
|
1.37K
$35.3K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-202- 2.83% |
$6.34K - $7.63K
|
6.93K
$178K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-206- 53.93% |
$6.46K - $7.78K
|
176
$4.54K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-235- 0.84% |
$7.37K - $8.88K
|
27.7K
$714K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-300Closed |
$9.41K - $11.3K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-316Closed |
$9.92K - $11.9K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-359- 34.82% |
$11.3K - $13.6K
|
672
$17.3K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-432- 14.49% |
$13.6K - $16.3K
|
2.55K
$65.7K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-511- 4.81% |
$16K - $19.3K
|
10.1K
$261K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-521- 5.28% |
$16.3K - $19.7K
|
9.35K
$241K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-521- 5.28% |
$16.3K - $19.7K
|
9.35K
$241K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-527- 73.19% |
$16.5K - $19.9K
|
193
$4.97K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-589Closed |
$18.5K - $22.3K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-696- 38.41% |
$21.8K - $26.3K
|
1.12K
$28.8K
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-811- 3.55% |
$25.4K - $30.6K
|
22K
$568K
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-890Closed |
$27.9K - $33.6K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-1.02K- 10.59% |
$32.1K - $38.7K
|
8.65K
$223K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1.16KClosed |
$36.4K - $43.8K
|
0
$0
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.59K- 13.19% |
$49.9K - $60.1K
|
10.5K
$270K
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.6K- 4.09% |
$50.2K - $60.5K
|
37.6K
$969K
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-1.65K- 1.26% |
$51.7K - $62.3K
|
129K
$3.32M
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.69K- 15.73% |
$52.9K - $63.7K
|
9.04K
$233K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.79K- 1.54% |
$56.2K - $67.7K
|
114K
$2.95M
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.12K- 0.84% |
$66.7K - $80.2K
|
250K
$6.45M
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.19K- 62.12% |
$68.8K - $82.8K
|
1.34K
$34.4K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.25K- 7.13% |
$70.7K - $85.2K
|
29.4K
$757K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.62K- 78.99% |
$82.3K - $99.1K
|
698
$18K
|