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
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-27.7K- 0.72% |
$721K - $773K
|
3.82M
$98.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28.3K- 51.07% |
$736K - $790K
|
27.1K
$698K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-29.7K- 37.35% |
$774K - $830K
|
49.8K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-29.9K- 66.72% |
$780K - $836K
|
14.9K
$385K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.8K- 0.82% |
$830K - $890K
|
3.84M
$99M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-54.6K- 52.83% |
$1.42M - $1.53M
|
48.8K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-57.9K- 13.79% |
$1.51M - $1.62M
|
362K
$9.33M
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-60.6K- 28.41% |
$1.58M - $1.69M
|
153K
$3.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-62.2K- 84.11% |
$1.62M - $1.74M
|
11.7K
$303K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-69.3K- 85.84% |
$1.8M - $1.94M
|
11.4K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-140K- 3.51% |
$3.64M - $3.9M
|
3.84M
$99M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-142K- 79.75% |
$3.7M - $3.96M
|
36K
$928K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-151K- 20.52% |
$3.93M - $4.22M
|
584K
$15.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-163K- 52.02% |
$4.24M - $4.54M
|
150K
$3.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-178K- 94.24% |
$4.65M - $4.98M
|
10.9K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-259K- 96.97% |
$6.75M - $7.24M
|
8.1K
$209K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-285K- 74.98% |
$7.44M - $7.98M
|
95.3K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-291K- 19.01% |
$7.59M - $8.14M
|
1.24M
$32M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-295K- 8.88% |
$7.69M - $8.25M
|
3.03M
$78M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-305K- 34.34% |
$7.95M - $8.53M
|
583K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-421K- 37.54% |
$11M - $11.8M
|
700K
$18M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-521K- 87.6% |
$13.6M - $14.6M
|
73.7K
$1.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-617K- 50.49% |
$16.1M - $17.3M
|
605K
$15.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-635K- 85.39% |
$16.5M - $17.8M
|
109K
$2.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.58M- 99.7% |
$41.2M - $44.2M
|
4.8K
$124K
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.1M- 87.91% |
$80.8M - $86.7M
|
427K
$11M
|