Purchases and Sales Made in Q3 2022 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.59K+ 9.22% |
$134K - $159K
|
54.4K
$1.4M
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.57K+ 9.96% |
$134K - $158K
|
50.5K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.19K+ 99.98% |
$122K - $145K
|
8.39K
$216K
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.09K+ 3.15% |
$119K - $141K
|
134K
$3.45M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.52K+ 7.77% |
$103K - $122K
|
48.8K
$1.26M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.43K+ 9.86% |
$100K - $118K
|
38.2K
$984K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3K+ 8.39% |
$87.5K - $103K
|
38.7K
$998K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.43K+ 133.74% |
$71K - $83.9K
|
4.25K
$109K
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.38K+ 9.29% |
$69.6K - $82.3K
|
28K
$722K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.38KNew |
$69.6K - $82.2K
|
2.38K
$61.4K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.36K+ 337.82% |
$68.9K - $81.4K
|
3.06K
$78.8K
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.25K+ 1.47% |
$65.8K - $77.8K
|
156K
$4.01M
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
2.23K+ 9.15% |
$65K - $76.8K
|
26.6K
$684K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.22K+ 5.46% |
$64.9K - $76.8K
|
43K
$1.11M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.18K+ 2.47% |
$63.5K - $75.1K
|
90.3K
$2.33M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.93K+ 18.41% |
$56.4K - $66.7K
|
12.4K
$320K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 9.47% |
$54.8K - $64.8K
|
21.7K
$560K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
1.74K+ 171.88% |
$50.7K - $59.9K
|
2.75K
$70.8K
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.45K+ 14.22% |
$42.4K - $50.2K
|
11.7K
$301K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 1.25% |
$40.7K - $48.2K
|
113K
$2.92M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$40.2K - $47.5K
|
1.38K
$35.5K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.34K+ 10.38% |
$39.2K - $46.4K
|
14.3K
$368K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.23K+ 48.24% |
$35.9K - $42.5K
|
3.78K
$97.4K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.16KNew |
$34K - $40.1K
|
1.16K
$30K
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.11K+ 1.13% |
$32.3K - $38.2K
|
99K
$2.55M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
947+ 10.48% |
$27.7K - $32.7K
|
9.99K
$257K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
906+ 7.07% |
$26.5K - $31.3K
|
13.7K
$354K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
899+ 4.9% |
$26.3K - $31K
|
19.2K
$496K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
851New |
$24.8K - $29.4K
|
851
$21.9K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
711+ 1.91% |
$20.8K - $24.5K
|
38K
$979K
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
641+ 2.91% |
$18.7K - $22.1K
|
22.7K
$584K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
615+ 4.89% |
$18K - $21.2K
|
13.2K
$340K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
601+ 488.62% |
$17.5K - $20.7K
|
724
$18.7K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
558+ 1.64% |
$16.3K - $19.3K
|
34.6K
$891K
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
393+ 0.63% |
$11.5K - $13.6K
|
62.5K
$1.61M
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
354+ 0.94% |
$10.3K - $12.2K
|
37.9K
$978K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
322+ 0.63% |
$9.4K - $11.1K
|
51.3K
$1.32M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
314+ 46.73% |
$9.17K - $10.8K
|
986
$25.4K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
311New |
$9.08K - $10.7K
|
311
$8.01K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
249+ 1.15% |
$7.27K - $8.6K
|
21.8K
$562K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
235+ 121.76% |
$6.86K - $8.11K
|
428
$11K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
225+ 3.16% |
$6.57K - $7.77K
|
7.35K
$190K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
219+ 2.17% |
$6.39K - $7.56K
|
10.3K
$266K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
187+ 4.43% |
$5.46K - $6.46K
|
4.41K
$114K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
179+ 20.46% |
$5.23K - $6.18K
|
1.05K
$27.2K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
101+ 0.11% |
$2.95K - $3.49K
|
89.7K
$2.31M
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
80New |
$2.34K - $2.76K
|
80
$2.06K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
74New |
$2.16K - $2.55K
|
74
$1.91K
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
65+ 0.35% |
$1.9K - $2.24K
|
18.6K
$478K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
64+ 0.18% |
$1.87K - $2.21K
|
35.2K
$907K
|