Purchases and Sales Made in Q2 2024 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q2 2024. 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 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
20.7K+ 155.92% |
$540K - $579K
|
34K
$876K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
20.7K+ 15.24% |
$538K - $577K
|
156K
$4.02M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.6K+ 4.59% |
$537K - $577K
|
470K
$12.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.4K+ 3.11% |
$533K - $572K
|
677K
$17.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.2K+ 136.14% |
$527K - $565K
|
35.1K
$903K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.2KNew |
$526K - $565K
|
20.2K
$521K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.1K+ 90.74% |
$525K - $563K
|
42.3K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20K+ 85.69% |
$521K - $559K
|
43.4K
$1.12M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
20K+ 2.45% |
$521K - $559K
|
837K
$21.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
19.9KNew |
$518K - $556K
|
19.9K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19.2K+ 50.19% |
$501K - $538K
|
57.5K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
18K+ 38.61% |
$468K - $502K
|
64.5K
$1.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.5KNew |
$457K - $490K
|
17.5K
$452K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
17.2K+ 50.21% |
$447K - $480K
|
51.3K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
16.9K+ 66.9% |
$441K - $474K
|
42.3K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.8KNew |
$437K - $469K
|
16.8K
$432K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
16.4K+ 77.43% |
$428K - $459K
|
37.6K
$969K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
16.3K+ 44.09% |
$425K - $456K
|
53.3K
$1.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16.3K+ 95.28% |
$425K - $456K
|
33.4K
$861K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
16.2K+ 37.8% |
$421K - $452K
|
58.9K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
16.1K+ 44.99% |
$420K - $451K
|
52K
$1.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
15.2K+ 15.87% |
$395K - $424K
|
111K
$2.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15K+ 111.29% |
$392K - $421K
|
28.6K
$736K
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
15K+ 8.81% |
$390K - $418K
|
185K
$4.76M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.9KNew |
$389K - $417K
|
14.9K
$384K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
14.8K+ 24.74% |
$384K - $412K
|
74.4K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
14.7K+ 11.76% |
$384K - $412K
|
140K
$3.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.5K+ 3.13% |
$379K - $407K
|
480K
$12.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
14.1KNew |
$368K - $394K
|
14.1K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
14K+ 25.7% |
$366K - $392K
|
68.7K
$1.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
13.8K+ 207.82% |
$360K - $387K
|
20.5K
$528K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.6KNew |
$354K - $380K
|
13.6K
$350K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
13.6K+ 48.0% |
$353K - $379K
|
41.8K
$1.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
13.3K+ 4.76% |
$347K - $372K
|
293K
$7.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13.3K+ 4115.79% |
$346K - $372K
|
13.6K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.1K+ 113.98% |
$343K - $367K
|
24.7K
$636K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$338K - $363K
|
13K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$326K - $350K
|
12.5K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12.4K+ 53.73% |
$324K - $348K
|
35.6K
$918K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
12.1K+ 4.47% |
$316K - $339K
|
284K
$7.31M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.7KNew |
$305K - $327K
|
11.7K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.6K+ 30.13% |
$302K - $324K
|
50.1K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11K+ 4.75% |
$288K - $309K
|
244K
$6.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.7K+ 2.15% |
$278K - $298K
|
506K
$13M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 60.03% |
$269K - $288K
|
27.5K
$708K
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$264K - $284K
|
10.1K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9.86K+ 47.25% |
$257K - $276K
|
30.7K
$792K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.6KNew |
$250K - $268K
|
9.6K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
9.57KNew |
$249K - $267K
|
9.57K
$247K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.48K+ 34.67% |
$247K - $265K
|
36.8K
$949K
|