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
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.21K- 4.13% |
$31.5K - $33.8K
|
28.1K
$724K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.32K- 7.26% |
$34.3K - $36.9K
|
16.8K
$434K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.45K- 13.57% |
$37.8K - $40.5K
|
9.24K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.46K- 13.56% |
$38K - $40.7K
|
9.28K
$239K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.74K- 77.87% |
$45.3K - $48.6K
|
494
$12.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.77K- 1.79% |
$46.2K - $49.5K
|
97K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.86K- 6.69% |
$48.6K - $52.1K
|
26K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.13K- 1.23% |
$55.6K - $59.7K
|
171K
$4.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.25K- 4.71% |
$58.6K - $62.9K
|
45.5K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.34K- 68.58% |
$61.1K - $65.5K
|
1.07K
$27.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.4K- 5.63% |
$62.5K - $67.1K
|
40.2K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.78K- 90.05% |
$72.4K - $77.6K
|
307
$7.91K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-3K- 0.22% |
$78.3K - $84K
|
1.35M
$34.8M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.4K- 3.36% |
$88.6K - $95K
|
97.7K
$2.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.49K- 2.09% |
$91K - $97.6K
|
164K
$4.22M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.49K- 3.86% |
$91.1K - $97.7K
|
87.1K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-3.63K- 0.25% |
$94.6K - $101K
|
1.43M
$36.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.93K- 73.05% |
$102K - $110K
|
1.45K
$37.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.04K- 24.54% |
$105K - $113K
|
12.4K
$320K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.51K- 18.54% |
$118K - $126K
|
19.8K
$511K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.78K- 26.18% |
$124K - $134K
|
13.5K
$347K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.15K- 94.6% |
$134K - $144K
|
294
$7.58K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-6.36K- 2.59% |
$166K - $178K
|
239K
$6.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.38K- 1.67% |
$166K - $178K
|
375K
$9.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.73K- 3.17% |
$175K - $188K
|
206K
$5.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.94K- 49.99% |
$207K - $222K
|
7.94K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.94K- 7.14% |
$207K - $222K
|
103K
$2.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.3K- 21.33% |
$216K - $232K
|
30.6K
$789K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.36K- 1.15% |
$218K - $234K
|
716K
$18.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.14K- 98.27% |
$238K - $256K
|
161
$4.15K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-9.76K- 54.97% |
$254K - $273K
|
8K
$206K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-10.4K- 53.87% |
$271K - $291K
|
8.92K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-12K- 41.7% |
$312K - $335K
|
16.8K
$432K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.2K- 5.29% |
$318K - $341K
|
219K
$5.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 45.46% |
$326K - $349K
|
15K
$386K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.7K- 8.27% |
$332K - $356K
|
141K
$3.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-12.8K- 53.31% |
$334K - $358K
|
11.2K
$289K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.9K- 13.12% |
$389K - $417K
|
98.8K
$2.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-16K- 14.63% |
$418K - $448K
|
93.6K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 0.5% |
$422K - $453K
|
3.24M
$83.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 0.5% |
$422K - $453K
|
3.24M
$83.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-17.5K- 8.19% |
$455K - $488K
|
196K
$5.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.5K- 0.18% |
$456K - $489K
|
9.77M
$252M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.6K- 1.71% |
$458K - $491K
|
1.01M
$26M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-17.6K- 9.29% |
$459K - $492K
|
172K
$4.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18.3K- 41.61% |
$476K - $511K
|
25.6K
$661K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-20.2K- 8.22% |
$526K - $564K
|
225K
$5.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-21K- 13.51% |
$547K - $587K
|
134K
$3.46M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.7K- 1.04% |
$671K - $719K
|
2.45M
$63M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-26.8K- 74.59% |
$698K - $749K
|
9.13K
$235K
|