Purchases and Sales Made in Q2 2023 in Spdr Portfolio Long Term Treas (SPTL)

SPTL Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q2 2023. 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 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
5.1M
+ 192.45%
$149M - $161M
7.75M $203M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
3.33M
New
$97.4M - $105M
3.33M $87M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.27M
+ 7.88%
$66.4M - $71.5M
31.1M $812M
Aug 14, 2023 Q2 2023
State Street Corp

Boston, MA
BUY
 -
1.95M
+ 4.99%
$57M - $61.4M
41M $1.07B
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
1.65M
+ 662.65%
$48.4M - $52.1M
1.9M $49.7M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.47M
+ 19.83%
$42.9M - $46.2M
8.87M $232M
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.38M
+ 4.2%
$40.3M - $43.4M
34.2M $892M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
1.07M
+ 368.36%
$31.3M - $33.7M
1.36M $35.5M
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
509K
+ 911.99%
$14.9M - $16M
565K $14.8M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
505K
+ 138.73%
$14.8M - $15.9M
868K $22.7M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
392K
New
$11.5M - $12.4M
392K $10.2M
Aug 14, 2023 Q2 2023
Lockheed Martin Investment Management CO

Bethesda, MD
BUY
 -
389K
+ 94.93%
$11.4M - $12.3M
799K $20.9M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
377K
+ 1696.42%
$11M - $11.9M
399K $10.4M
Aug 07, 2023 Q2 2023
Ing Groep Nv

BUY
 -
310K
New
$9.07M - $9.77M
310K $8.1M
Aug 10, 2023 Q2 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
297K
New
$8.7M - $9.37M
297K $7.77M
Aug 11, 2023 Q2 2023
Goodman Advisory Group, LLC

BUY
 -
281K
+ 855.25%
$8.23M - $8.86M
314K $8.2M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
236K
+ 32.07%
$6.91M - $7.44M
973K $25.4M
Jul 18, 2023 Q2 2023
Summit Global Investments

Bountiful, UT
BUY
 -
206K
+ 337.06%
$6.03M - $6.49M
267K $6.98M
Jul 20, 2023 Q2 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
201K
+ 365.93%
$5.88M - $6.33M
256K $6.68M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
196K
+ 353.12%
$5.75M - $6.19M
252K $6.58M
Jul 14, 2023 Q2 2023
Astoria Portfolio Advisors Llc.

BUY
 -
170K
+ 72.96%
$4.97M - $5.35M
403K $10.5M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
167K
+ 52.46%
$4.89M - $5.26M
486K $12.7M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
157K
+ 49.96%
$4.59M - $4.94M
471K $12.3M
Aug 11, 2023 Q2 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
156K
New
$4.55M - $4.9M
156K $4.07M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
155K
+ 1238.74%
$4.55M - $4.9M
168K $4.39M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
154K
+ 45.6%
$4.49M - $4.84M
491K $12.8M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
148K
+ 24.21%
$4.34M - $4.67M
761K $19.9M
Jul 10, 2023 Q2 2023
Peak Financial Advisors LLC

BUY
 -
136K
+ 143.85%
$3.98M - $4.29M
231K $6.03M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
135K
+ 14.53%
$3.96M - $4.26M
1.07M $27.9M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
132K
+ 48.54%
$3.87M - $4.17M
405K $10.6M
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
132K
+ 42.31%
$3.86M - $4.16M
444K $11.6M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
132K
+ 297.27%
$3.85M - $4.14M
176K $4.59M
Jul 26, 2023 Q2 2023
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
112K
+ 31.01%
$3.26M - $3.51M
471K $12.3M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
109K
New
$3.19M - $3.43M
109K $2.84M
Jul 21, 2023 Q2 2023
Hedeker Wealth, LLC

BUY
 -
108K
+ 82.09%
$3.16M - $3.41M
240K $6.26M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
100K
+ 21.75%
$2.93M - $3.16M
561K $14.7M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
99.9K
+ 19.86%
$2.92M - $3.15M
603K $15.7M
Aug 14, 2023 Q2 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
97.5K
+ 6.31%
$2.85M - $3.07M
1.64M $42.9M
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
96.9K
New
$2.83M - $3.05M
96.9K $2.53M
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
95.9K
New
$2.81M - $3.02M
95.9K $2.51M
Jul 26, 2023 Q2 2023
Buttonwood Financial Group, LLC

BUY
 -
94.4K
+ 90.38%
$2.76M - $2.97M
199K $5.2M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
93.1K
+ 5.04%
$2.72M - $2.93M
1.94M $50.7M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
92.5K
+ 753.38%
$2.71M - $2.91M
105K $2.74M
Jul 17, 2023 Q2 2023
Strategic Wealth Investment Group, LLC

BUY
 -
90.4K
+ 11.47%
$2.64M - $2.85M
879K $23M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
75.9K
New
$2.22M - $2.39M
75.9K $1.98M
Jul 26, 2023 Q2 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
75.1K
New
$2.2M - $2.36M
75.1K $1.96M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
64.5K
+ 437.33%
$1.89M - $2.03M
79.3K $2.07M
Jul 25, 2023 Q2 2023
Smart Money Group LLC

BUY
 -
62.1K
New
$1.82M - $1.96M
62.1K $1.62M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
55.7K
+ 3.29%
$1.63M - $1.75M
1.75M $45.7M

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