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 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
85
New
$2.49K - $2.68K
85 $2.19K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
77
+ 28.31%
$2.25K - $2.43K
349 $8.99K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
28
New
$819 - $882
28 $722
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
26
+ 2.57%
$761 - $819
1.04K $26.7K
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
19
+ 0.28%
$556 - $599
6.78K $175K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
15
New
$439 - $473
15 $387
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
14
New
$410 - $441
14 $361
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
6
+ 0.27%
$176 - $189
2.23K $57.4K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
2
+ 1.92%
$58.5 - $63
106 $2.73K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

SELL
 -
-2
- 1.65%
$58.5 - $63
119 $3.07K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-3
- 25.0%
$87.8 - $94.5
9 $232
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

SELL
 -
-104
- 0.42%
$3.04K - $3.28K
24.9K $643K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

SELL
 -
-125
- 0.02%
$3.66K - $3.94K
550K $14.2M
Aug 11, 2023 Q2 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
SELL
 -
-164
- 0.85%
$4.8K - $5.17K
19K $491K
Aug 11, 2023 Q2 2023
Citizens & Northern Corp

SELL
 -
-165
- 0.53%
$4.83K - $5.2K
30.7K $791K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-203
- 1.6%
$5.94K - $6.39K
12.5K $321K
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

SELL
 -
-275
- 3.94%
$8.04K - $8.66K
6.7K $173K
Jul 20, 2023 Q2 2023
Bailard, Inc.

SELL
 -
-288
- 0.29%
$8.42K - $9.07K
97.8K $2.52M
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
SELL
 -
-453
- 2.78%
$13.3K - $14.3K
15.9K $409K
Jul 14, 2023 Q2 2023
Hofer & Associates. Inc

Thousand Oaks, CA
SELL
 -
-497
- 6.64%
$14.5K - $15.7K
6.99K $180K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

SELL
 -
-507
- 4.3%
$14.8K - $16K
11.3K $291K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-655
- 1.77%
$19.2K - $20.6K
36.4K $939K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-702
- 22.41%
$20.5K - $22.1K
2.43K $62.6K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

SELL
 -
-759
- 13.2%
$22.2K - $23.9K
4.99K $129K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-948
- 2.02%
$27.7K - $29.9K
45.9K $1.18M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

SELL
 -
-957
- 97.65%
$28K - $30.1K
23 $593
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-1.01K
- 59.11%
$29.4K - $31.7K
696 $17.9K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

SELL
 -
-1.03K
- 8.98%
$30.1K - $32.4K
10.4K $269K
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-1.1K
- 93.3%
$32.2K - $34.7K
79 $2.04K
Nov 14, 2024 Q2 2023
High Probability Advisors, LLC

Pittsford, NY
SELL
 -
-1.12K
- 0.78%
$32.9K - $35.4K
144K $3.71M
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
SELL
 -
-1.28K
- 2.98%
$37.5K - $40.4K
41.7K $1.08M
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-1.41K
- 14.69%
$41.2K - $44.4K
8.19K $211K
Jul 28, 2023 Q2 2023
Apcm Wealth Management For Individuals

SELL
 -
-1.47K
- 30.04%
$43K - $46.3K
3.42K $88.2K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

SELL
 -
-1.59K
- 1.68%
$46.4K - $50K
93.2K $2.4M
Aug 01, 2023 Q2 2023
Tevis Investment Management

SELL
 -
-1.73K
- 11.35%
$50.5K - $54.4K
13.5K $348K
Jul 27, 2023 Q2 2023
Family Asset Management, LLC

Charleston, SC
SELL
 -
-1.74K
- 63.44%
$50.8K - $54.7K
1K $25.8K
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

SELL
 -
-1.77K
- 6.33%
$51.7K - $55.7K
26.2K $675K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
SELL
 -
-1.81K
- 31.01%
$52.8K - $56.9K
4.02K $104K
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
SELL
 -
-2.31K
- 9.96%
$67.5K - $72.7K
20.9K $538K
Aug 09, 2023 Q2 2023
Frontier Asset Management, LLC

Sheridan, WY
SELL
 -
-2.48K
- 1.65%
$72.5K - $78K
148K $3.81M
Aug 21, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-2.54K
- 0.18%
$74.4K - $80.1K
1.41M $36.2M
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

SELL
 -
-2.6K
- 25.74%
$76.1K - $81.9K
7.5K $193K
Aug 03, 2023 Q2 2023
Cwm, LLC

SELL
 -
-2.78K
- 2.1%
$81.3K - $87.6K
130K $3.34M
Jul 17, 2023 Q2 2023
Leading Edge Financial Planning LLC

Knoxville, TN
SELL
 -
-2.84K
- 17.96%
$83K - $89.4K
13K $334K
Jul 14, 2023 Q2 2023
Financial Designs Corp

Claremont, CA
SELL
 -
-3.01K
- 2.36%
$88.1K - $94.9K
125K $3.21M
Jul 10, 2023 Q2 2023
Outlook Wealth Advisors, LLC

SELL
 -
-3.03K
- 28.0%
$88.7K - $95.5K
7.8K $201K
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

SELL
 -
-3.08K
- 1.26%
$90K - $96.9K
242K $6.23M
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-3.17K
- 0.97%
$92.8K - $99.9K
324K $8.35M

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