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 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.64K- 4.82% |
$82.8K - $99.7K
|
52.1K
$1.34M
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.03K- 28.24% |
$94.9K - $114K
|
7.69K
$198K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.11K- 19.86% |
$97.7K - $118K
|
12.6K
$324K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.18KClosed |
$99.7K - $120K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.58KClosed |
$112K - $135K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-4.31K- 55.04% |
$135K - $163K
|
3.52K
$90.7K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.44K- 24.97% |
$139K - $168K
|
13.3K
$344K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.5K- 38.49% |
$141K - $170K
|
7.19K
$185K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4.8K- 37.04% |
$150K - $181K
|
8.15K
$210K
|
|
Jul 29, 2022
Q2 2022
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-5.28K- 4.56% |
$166K - $199K
|
110K
$2.85M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.54K- 7.7% |
$174K - $209K
|
66.4K
$1.71M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.55KClosed |
$174K - $210K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.56K- 4.61% |
$175K - $210K
|
115K
$2.97M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.06K- 59.09% |
$190K - $229K
|
4.19K
$108K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.11KClosed |
$223K - $269K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.17K- 7.87% |
$225K - $271K
|
83.8K
$2.16M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-7.78K- 53.76% |
$244K - $294K
|
6.69K
$172K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.03K- 2.88% |
$252K - $303K
|
271K
$6.98M
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.1KClosed |
$254K - $306K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.62K- 45.98% |
$270K - $326K
|
10.1K
$261K
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-8.66K- 5.34% |
$272K - $327K
|
154K
$3.96M
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-8.88K- 5.96% |
$279K - $335K
|
140K
$3.61M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.06K- 52.06% |
$284K - $342K
|
8.35K
$215K
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.14K- 23.66% |
$287K - $345K
|
29.5K
$760K
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.37KClosed |
$294K - $354K
|
0
$0
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.53KClosed |
$299K - $360K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-9.53KClosed |
$299K - $360K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.9K- 40.84% |
$311K - $374K
|
14.3K
$370K
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.3K- 20.55% |
$386K - $465K
|
47.6K
$1.23M
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-13.5K- 3.62% |
$423K - $509K
|
359K
$9.26M
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.2KClosed |
$445K - $536K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-16.3K- 61.42% |
$511K - $615K
|
10.2K
$263K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-17K- 51.88% |
$534K - $643K
|
15.8K
$407K
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-17.7K- 15.71% |
$557K - $670K
|
95.1K
$2.45M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.2K- 36.48% |
$633K - $762K
|
35.1K
$905K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.2K- 48.71% |
$664K - $799K
|
22.3K
$574K
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-21.5KClosed |
$675K - $813K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-24.6K- 6.94% |
$772K - $929K
|
330K
$8.5M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-30K- 17.79% |
$941K - $1.13M
|
139K
$3.57M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-30.6KClosed |
$962K - $1.16M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.7KClosed |
$962K - $1.16M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-36.9K- 50.98% |
$1.16M - $1.39M
|
35.5K
$914K
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-37.4K- 20.88% |
$1.17M - $1.41M
|
142K
$3.66M
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-39.4KClosed |
$1.24M - $1.49M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-41.6K- 20.38% |
$1.3M - $1.57M
|
162K
$4.19M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-42.2K- 28.16% |
$1.32M - $1.59M
|
108K
$2.78M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-43.4KClosed |
$1.36M - $1.64M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-44.7K- 7.17% |
$1.4M - $1.69M
|
579K
$14.9M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-45.3K- 69.54% |
$1.42M - $1.71M
|
19.8K
$511K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-46.2K- 56.36% |
$1.45M - $1.74M
|
35.7K
$921K
|