Purchases and Sales Made in Q2 2023 in Spdr Portfolio Long Term Treas (SPTL)
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 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.8K+ 17.28% |
$375K - $404K
|
87.1K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
12.6KNew |
$368K - $396K
|
12.6K
$324K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.5K+ 8.21% |
$367K - $395K
|
165K
$4.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.4K+ 45.77% |
$364K - $392K
|
39.6K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.5K+ 13.99% |
$336K - $362K
|
93.7K
$2.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
11.3KNew |
$332K - $357K
|
11.3K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.3K+ 6.18% |
$331K - $357K
|
195K
$5.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.9K+ 10.86% |
$319K - $344K
|
111K
$2.87M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
10.8K+ 20.67% |
$317K - $341K
|
63.2K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 0.77% |
$315K - $339K
|
1.41M
$36.3M
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
10.5K+ 5.96% |
$306K - $330K
|
186K
$4.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.4K+ 18.35% |
$304K - $328K
|
67.1K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
10.2K+ 19.27% |
$300K - $323K
|
63.4K
$1.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.93K+ 17.41% |
$290K - $313K
|
66.9K
$1.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.53K+ 102.82% |
$279K - $300K
|
18.8K
$485K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
9.34KNew |
$273K - $294K
|
9.34K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.06K+ 7.09% |
$265K - $285K
|
137K
$3.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.58KNew |
$251K - $270K
|
8.58K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
8.49K+ 37.8% |
$248K - $267K
|
31K
$798K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8.21KNew |
$240K - $259K
|
8.21K
$212K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
7.98K+ 28.39% |
$234K - $251K
|
36.1K
$931K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.65KNew |
$224K - $241K
|
7.65K
$197K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.48KNew |
$219K - $236K
|
7.48K
$193K
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
- |
7.3KNew |
$214K - $230K
|
7.3K
$188K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
7.05K+ 14.76% |
$206K - $222K
|
54.8K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
6.1K+ 8.71% |
$178K - $192K
|
76.1K
$1.96M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.74K+ 44.68% |
$168K - $181K
|
18.6K
$479K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.67K+ 86.99% |
$166K - $179K
|
12.2K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.64K+ 1.0% |
$165K - $178K
|
570K
$14.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
5.31K+ 3.94% |
$155K - $167K
|
140K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.22K+ 71.22% |
$153K - $164K
|
12.5K
$323K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.1K+ 45.03% |
$149K - $161K
|
16.4K
$423K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.08KNew |
$148K - $160K
|
5.08K
$131K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.02K+ 24.56% |
$147K - $158K
|
25.4K
$656K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.98K+ 7663.08% |
$146K - $157K
|
5.05K
$130K
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.75K+ 5.4% |
$139K - $150K
|
92.6K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.01KNew |
$117K - $126K
|
4.01K
$103K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4KNew |
$117K - $126K
|
4K
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.79K+ 22.2% |
$111K - $119K
|
20.8K
$537K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.71K+ 5.04% |
$108K - $117K
|
77.3K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.63K+ 8.3% |
$106K - $114K
|
47.3K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.19K+ 6.87% |
$93.4K - $101K
|
49.7K
$1.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.9K+ 2.49% |
$84.8K - $91.3K
|
119K
$3.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.87K+ 4.1% |
$83.8K - $90.2K
|
72.8K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.77K+ 14.66% |
$81K - $87.3K
|
21.7K
$558K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.67K+ 13.17% |
$78.1K - $84.1K
|
23K
$591K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.61K+ 11.98% |
$76.4K - $82.3K
|
24.4K
$629K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.59K+ 7.53% |
$75.7K - $81.6K
|
37K
$953K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.43K+ 17.42% |
$71.1K - $76.6K
|
16.4K
$422K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2.2KNew |
$64.3K - $69.3K
|
2.2K
$56.7K
|