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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.84K- 26.84% |
$112K - $121K
|
10.5K
$270K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-4.17K- 9.76% |
$122K - $131K
|
38.5K
$992K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.21K- 15.48% |
$123K - $133K
|
23K
$593K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.59K- 2.51% |
$134K - $144K
|
178K
$4.59M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.78K- 29.15% |
$140K - $151K
|
11.6K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.93K- 4.05% |
$144K - $155K
|
117K
$3.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.04K- 7.16% |
$147K - $159K
|
65.3K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.27K- 9.74% |
$154K - $166K
|
48.8K
$1.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.8K- 4.84% |
$170K - $183K
|
114K
$2.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-5.94K- 44.31% |
$174K - $187K
|
7.46K
$192K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.15K- 97.56% |
$180K - $194K
|
154
$3.97K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.26K- 24.86% |
$183K - $197K
|
18.9K
$488K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-6.9K- 32.09% |
$202K - $217K
|
14.6K
$376K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-7.7K- 4.66% |
$225K - $243K
|
157K
$4.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.74K- 5.06% |
$226K - $244K
|
145K
$3.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-8.06K- 4.23% |
$236K - $254K
|
182K
$4.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-9.98K- 39.19% |
$292K - $314K
|
15.5K
$399K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.2K- 38.91% |
$357K - $385K
|
19.2K
$494K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.8K- 32.75% |
$374K - $403K
|
26.2K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-13.6K- 37.43% |
$399K - $429K
|
22.8K
$587K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-19K- 43.18% |
$557K - $600K
|
25K
$646K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-22.8K- 4.59% |
$667K - $718K
|
473K
$12.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25.1K- 3.33% |
$734K - $791K
|
730K
$18.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-26.1K- 31.25% |
$762K - $821K
|
57.3K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27.1K- 6.84% |
$792K - $853K
|
369K
$9.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-27.1K- 78.31% |
$793K - $854K
|
7.51K
$194K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29.1K- 55.53% |
$850K - $915K
|
23.3K
$600K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-33.3K- 28.02% |
$974K - $1.05M
|
85.5K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-33.3K- 13.97% |
$975K - $1.05M
|
205K
$5.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34.5K- 75.36% |
$1.01M - $1.09M
|
11.3K
$291K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-35.2K- 38.76% |
$1.03M - $1.11M
|
55.6K
$1.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.2K- 3.04% |
$1.06M - $1.14M
|
1.16M
$29.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-37.8K- 34.53% |
$1.11M - $1.19M
|
71.8K
$1.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-41.4K- 12.41% |
$1.21M - $1.3M
|
292K
$7.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-41.7K- 80.17% |
$1.22M - $1.31M
|
10.3K
$266K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-44.5K- 20.97% |
$1.3M - $1.4M
|
168K
$4.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-59.7K- 33.08% |
$1.74M - $1.88M
|
121K
$3.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-59.8K- 88.23% |
$1.75M - $1.88M
|
7.97K
$205K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-61.7K- 54.39% |
$1.8M - $1.94M
|
51.7K
$1.33M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-61.7K- 54.39% |
$1.8M - $1.94M
|
51.7K
$1.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-62.3K- 24.24% |
$1.82M - $1.96M
|
195K
$5.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-75.5K- 63.05% |
$2.21M - $2.38M
|
44.3K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-78.4K- 93.85% |
$2.29M - $2.47M
|
5.14K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-81K- 18.69% |
$2.37M - $2.55M
|
353K
$9.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84.2K- 15.17% |
$2.46M - $2.65M
|
471K
$12.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-84.3K- 31.69% |
$2.47M - $2.66M
|
182K
$4.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-102K- 7.03% |
$2.97M - $3.2M
|
1.35M
$34.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-103K- 3.1% |
$3.02M - $3.25M
|
3.22M
$83.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-120K- 2.68% |
$3.5M - $3.77M
|
4.34M
$112M
|
|
|
Aug 14, 2023
Q2 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-121K- 17.43% |
$3.53M - $3.8M
|
572K
$14.7M
|