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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-49.2K- 13.64% |
$1.54M - $1.86M
|
311K
$8.02M
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-59.3K- 31.35% |
$1.86M - $2.24M
|
130K
$3.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-63.8K- 62.64% |
$2M - $2.41M
|
38K
$980K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-64.5KClosed |
$2.02M - $2.44M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-67.6KClosed |
$2.12M - $2.55M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-74KClosed |
$2.32M - $2.79M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-79.9K- 62.91% |
$2.51M - $3.02M
|
47.1K
$1.21M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-80.2KClosed |
$2.52M - $3.03M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-83.9KClosed |
$2.63M - $3.17M
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-87.2KClosed |
$2.74M - $3.29M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-108KClosed |
$3.4M - $4.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-111KClosed |
$3.49M - $4.2M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-129KClosed |
$4.05M - $4.88M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-137K- 59.24% |
$4.29M - $5.17M
|
94.1K
$2.43M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-239K- 99.3% |
$7.51M - $9.04M
|
1.69K
$43.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-245K- 38.37% |
$7.69M - $9.26M
|
394K
$10.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-257KClosed |
$8.07M - $9.71M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-297K- 31.41% |
$9.33M - $11.2M
|
649K
$16.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-332K- 94.14% |
$10.4M - $12.6M
|
20.7K
$533K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-346K- 98.33% |
$10.9M - $13.1M
|
5.87K
$151K
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-359K- 63.71% |
$11.3M - $13.6M
|
204K
$5.27M
|
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-390KClosed |
$12.2M - $14.7M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-464KClosed |
$14.5M - $17.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-667KClosed |
$20.9M - $25.2M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-747K- 44.08% |
$23.4M - $28.2M
|
947K
$24.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.27M- 95.0% |
$134M - $161M
|
225K
$5.79M
|