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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.01K+ 26.17% |
$52.5K - $56.3K
|
9.71K
$250K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.93K+ 1.27% |
$50.3K - $53.9K
|
153K
$3.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.73KNew |
$45K - $48.3K
|
1.73K
$44.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.72K+ 2.78% |
$44.9K - $48.2K
|
63.7K
$1.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.27K+ 4.09% |
$33K - $35.4K
|
32.2K
$829K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.25K+ 1.25% |
$32.7K - $35.1K
|
102K
$2.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.24K+ 2.28% |
$32.2K - $34.6K
|
55.5K
$1.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.16K+ 4.91% |
$30.1K - $32.3K
|
24.7K
$637K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.14KNew |
$29.7K - $31.9K
|
1.14K
$29.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 1.12% |
$28.2K - $30.3K
|
98.1K
$2.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.03KNew |
$26.8K - $28.7K
|
1.03K
$26.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.01K+ 18.69% |
$26.3K - $28.2K
|
6.4K
$165K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
973+ 14.88% |
$25.4K - $27.2K
|
7.51K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
950+ 0.5% |
$24.8K - $26.6K
|
192K
$4.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
939+ 11.2% |
$24.5K - $26.3K
|
9.32K
$240K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
851+ 2.31% |
$22.2K - $23.8K
|
37.7K
$973K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
844+ 11.53% |
$22K - $23.6K
|
8.17K
$210K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
834+ 95.42% |
$21.7K - $23.3K
|
1.71K
$44K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
816+ 48.72% |
$21.3K - $22.8K
|
2.49K
$64.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
800New |
$20.8K - $22.4K
|
800
$20.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
783New |
$20.4K - $21.9K
|
783
$20.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
670+ 5.42% |
$17.5K - $18.7K
|
13K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
620+ 1.06% |
$16.2K - $17.3K
|
59.1K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
605+ 0.55% |
$15.8K - $16.9K
|
110K
$2.83M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
576+ 0.8% |
$15K - $16.1K
|
72.4K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
551New |
$14.4K - $15.4K
|
551
$14.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
476+ 59.72% |
$12.4K - $13.3K
|
1.27K
$32.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
473New |
$12.3K - $13.2K
|
473
$12.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
427New |
$11.1K - $11.9K
|
427
$11K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
315+ 12.97% |
$8.21K - $8.81K
|
2.74K
$70.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
303+ 5.58% |
$7.9K - $8.47K
|
5.74K
$148K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
302+ 5.04% |
$7.87K - $8.44K
|
6.3K
$162K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
301+ 41.75% |
$7.84K - $8.42K
|
1.02K
$26.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
289+ 1.55% |
$7.53K - $8.08K
|
18.9K
$486K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
213New |
$5.55K - $5.96K
|
213
$5.49K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
202+ 0.97% |
$5.26K - $5.65K
|
20.9K
$539K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
179+ 1.57% |
$4.66K - $5K
|
11.6K
$298K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
169New |
$4.4K - $4.73K
|
169
$4.36K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
144New |
$3.75K - $4.03K
|
144
$3.71K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
143+ 1588.89% |
$3.73K - $4K
|
152
$3.92K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
136+ 5.54% |
$3.54K - $3.8K
|
2.59K
$66.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
134+ 51.15% |
$3.49K - $3.75K
|
396
$10.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
132+ 0.19% |
$3.44K - $3.69K
|
70.1K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
130+ 43.48% |
$3.39K - $3.63K
|
429
$11.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
126New |
$3.28K - $3.52K
|
126
$3.25K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
113+ 1.01% |
$2.94K - $3.16K
|
11.3K
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
98New |
$2.55K - $2.74K
|
98
$2.53K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
72New |
$1.88K - $2.01K
|
72
$1.86K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
62+ 13.96% |
$1.62K - $1.73K
|
506
$13K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59+ 0.39% |
$1.54K - $1.65K
|
15.1K
$389K
|