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
Jul 27, 2023 Q2 2023
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
52.2K
New
$1.53M - $1.65M
52.2K $1.35M
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
49.8K
New
$1.46M - $1.57M
49.8K $1.28M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
44.9K
New
$1.31M - $1.42M
44.9K $1.16M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
43.9K
+ 50.18%
$1.28M - $1.38M
131K $3.38M
Jul 14, 2023 Q2 2023
Sfg Wealth Management, Llc.

BUY
 -
42.6K
New
$1.25M - $1.34M
42.6K $1.1M
Jul 21, 2023 Q2 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
39.1K
New
$1.14M - $1.23M
39.1K $1.01M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
35.6K
+ 49.6%
$1.04M - $1.12M
107K $2.77M
Jul 20, 2023 Q2 2023
Flagship Private Wealth, LLC

BUY
 -
35.2K
+ 256.58%
$1.03M - $1.11M
49K $1.26M
Aug 11, 2023 Q2 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
34.8K
+ 38.78%
$1.02M - $1.1M
124K $3.21M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
33.2K
+ 15.16%
$971K - $1.05M
252K $6.5M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
30.7K
New
$897K - $966K
30.7K $790K
Jul 26, 2023 Q2 2023
Simplicity Wealth,Llc

BUY
 -
29.8K
+ 303.16%
$871K - $938K
39.6K $1.02M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
29.7K
New
$869K - $936K
29.7K $766K
Aug 14, 2023 Q2 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
29.2K
+ 38.1%
$853K - $919K
106K $2.73M
Aug 03, 2023 Q2 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
27.4K
+ 12.43%
$802K - $863K
248K $6.39M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
26.5K
New
$774K - $833K
26.5K $682K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
26.2K
+ 29.3%
$767K - $826K
116K $2.98M
Aug 07, 2023 Q2 2023
O'Brien Wealth Partners LLC

BUY
 -
25K
+ 4.95%
$731K - $787K
529K $13.6M
Aug 07, 2023 Q2 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
24.8K
+ 146.53%
$725K - $781K
41.7K $1.07M
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
24.7K
New
$721K - $777K
24.7K $635K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
24.6K
New
$719K - $774K
24.6K $633K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
22.3K
+ 270.42%
$651K - $701K
30.5K $786K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
21.7K
+ 68.07%
$636K - $685K
53.7K $1.38M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
21.7K
+ 68.07%
$636K - $685K
53.7K $1.38M
Jul 26, 2023 Q2 2023
West Wealth Group, LLC

BUY
 -
21.2K
+ 137.8%
$621K - $669K
36.6K $944K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
20.7K
+ 104.43%
$605K - $652K
40.5K $1.04M
Aug 10, 2023 Q2 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
20.6K
New
$604K - $650K
20.6K $532K
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
20.1K
New
$587K - $633K
20.1K $518K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
19.4K
+ 2.89%
$568K - $612K
691K $17.8M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
19.2K
+ 8.22%
$562K - $605K
253K $6.52M
Aug 07, 2023 Q2 2023
Keystone Financial Group

BUY
 -
19K
New
$555K - $598K
19K $489K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
18.7K
+ 16.13%
$546K - $588K
134K $3.46M
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
18.2K
New
$533K - $574K
18.2K $469K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
18.2K
New
$531K - $572K
18.2K $468K
Jul 26, 2023 Q2 2023
Latitude Advisors, LLC

BUY
 -
18K
+ 134.89%
$527K - $567K
31.4K $808K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
17.4K
+ 0.9%
$510K - $549K
1.95M $50.4M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
17.3K
New
$505K - $544K
17.3K $445K
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
17K
New
$497K - $536K
17K $438K
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
16.7K
+ 70.83%
$488K - $526K
40.3K $1.04M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
16.5K
+ 6.7%
$481K - $518K
262K $6.76M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
15.4K
+ 26.66%
$449K - $484K
73K $1.88M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
15.2K
+ 7.4%
$445K - $479K
221K $5.69M
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
15.1K
New
$442K - $476K
15.1K $389K
Jul 28, 2023 Q2 2023
Detalus Advisors, LLC

BUY
 -
14.9K
+ 21.73%
$437K - $471K
83.7K $2.16M
Jul 07, 2023 Q2 2023
Auour Investments LLC

Wenham, MA
BUY
 -
14.8K
New
$432K - $465K
14.8K $380K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
14.5K
+ 12.16%
$425K - $458K
134K $3.46M
Aug 10, 2023 Q2 2023
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
14K
+ 10.51%
$410K - $442K
148K $3.8M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
13.7K
+ 176.61%
$401K - $432K
21.5K $554K
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
13K
+ 46.88%
$380K - $410K
40.7K $1.05M

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