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 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-144K- 94.3% |
$4.2M - $4.52M
|
8.68K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-159K- 7.41% |
$4.66M - $5.02M
|
1.99M
$51.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-239K- 96.69% |
$6.99M - $7.52M
|
8.17K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-291K- 87.11% |
$8.52M - $9.17M
|
43.1K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-338K- 35.2% |
$9.89M - $10.6M
|
622K
$16M
|
|
|
Jul 20, 2023
Q2 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-543K- 96.34% |
$15.9M - $17.1M
|
20.6K
$532K
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.38M- 94.16% |
$40.3M - $43.4M
|
85.3K
$2.2M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.39M- 3.91% |
$40.6M - $43.7M
|
34.1M
$880M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.26M- 97.78% |
$95.2M - $103M
|
73.8K
$1.9M
|