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 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.15K+ 20.18% |
$62.9K - $67.7K
|
12.8K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.99K+ 1.22% |
$58.2K - $62.7K
|
165K
$4.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.97K+ 5.21% |
$57.5K - $62K
|
39.7K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.7K+ 18.5% |
$49.7K - $53.5K
|
10.9K
$280K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 11.75% |
$43.3K - $46.6K
|
14.1K
$363K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 11.75% |
$43.3K - $46.6K
|
14.1K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.45K+ 6.6% |
$42.4K - $45.6K
|
23.4K
$603K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.45K+ 2.34% |
$42.4K - $45.6K
|
63.3K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.43K+ 13.59% |
$41.7K - $45K
|
11.9K
$307K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.29K+ 29.92% |
$37.8K - $40.7K
|
5.61K
$144K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.24KNew |
$36.3K - $39.1K
|
1.24K
$32K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.17K+ 9.24% |
$34.3K - $36.9K
|
13.9K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.12K+ 0.73% |
$32.7K - $35.2K
|
155K
$3.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.07K+ 11.32% |
$31.4K - $33.8K
|
10.6K
$272K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.04KNew |
$30.5K - $32.9K
|
1.04K
$26.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.02K+ 4.63% |
$29.7K - $32K
|
22.9K
$591K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
961New |
$28.1K - $30.3K
|
961
$24.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
938New |
$27.4K - $29.5K
|
938
$24.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
870+ 289.04% |
$25.4K - $27.4K
|
1.17K
$30.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
862+ 2.28% |
$25.2K - $27.2K
|
38.6K
$995K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
783New |
$22.9K - $24.7K
|
783
$20.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
652+ 0.94% |
$19.1K - $20.5K
|
70.3K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
637New |
$18.6K - $20.1K
|
637
$16.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
635New |
$18.6K - $20K
|
635
$16.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
619+ 1.63% |
$18.1K - $19.5K
|
38.5K
$992K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
592+ 4.11% |
$17.3K - $18.6K
|
15K
$387K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
581New |
$17K - $18.3K
|
581
$15K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
535New |
$15.6K - $16.9K
|
535
$13.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
531+ 3.64% |
$15.5K - $16.7K
|
15.1K
$389K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
520+ 2.2% |
$15.2K - $16.4K
|
24.2K
$623K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
469New |
$13.7K - $14.8K
|
469
$12.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
446+ 1.02% |
$13K - $14K
|
44.2K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
401+ 34.24% |
$11.7K - $12.6K
|
1.57K
$40.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
371New |
$10.9K - $11.7K
|
371
$9.56K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
313+ 1.21% |
$9.16K - $9.86K
|
26.3K
$677K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
235+ 0.31% |
$6.87K - $7.4K
|
76.1K
$1.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
230+ 0.52% |
$6.73K - $7.25K
|
44.7K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
228+ 3.05% |
$6.67K - $7.18K
|
7.71K
$199K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
224New |
$6.55K - $7.06K
|
224
$5.77K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
206+ 1.91% |
$6.03K - $6.49K
|
11K
$284K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
203+ 115.34% |
$5.94K - $6.39K
|
379
$9.77K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
202+ 0.22% |
$5.91K - $6.36K
|
94K
$2.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
198New |
$5.79K - $6.24K
|
198
$5.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
197+ 4.25% |
$5.76K - $6.21K
|
4.83K
$124K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
186+ 0.02% |
$5.44K - $5.86K
|
846K
$21.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
170New |
$4.97K - $5.36K
|
170
$4.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
151+ 0.65% |
$4.42K - $4.76K
|
23.2K
$599K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
124+ 21.31% |
$3.63K - $3.91K
|
706
$18.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
106+ 20.62% |
$3.1K - $3.34K
|
620
$16K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
97New |
$2.84K - $3.06K
|
97
$2.5K
|