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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
58+ 32.95% |
$1.69K - $2K
|
234
$6.03K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
49+ 2.04% |
$1.43K - $1.69K
|
2.45K
$63.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
31+ 0.83% |
$905 - $1.07K
|
3.77K
$97.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
9+ 15.79% |
$263 - $311
|
66
$1.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.08% |
$175 - $207
|
7.31K
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.94% |
$29.2 - $34.5
|
107
$2.76K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.61% |
$29.2 - $34.5
|
164
$4.23K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 1.41% |
$29.2 - $34.5
|
70
$1.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 12.5% |
$87.6 - $104
|
21
$541
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 5.41% |
$117 - $138
|
70
$1.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-11- 5.26% |
$321 - $380
|
198
$5.1K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-34- 7.89% |
$993 - $1.17K
|
397
$10.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 3.15% |
$1.17K - $1.38K
|
1.23K
$31.7K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-44- 24.58% |
$1.28K - $1.52K
|
135
$3.48K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 3.29% |
$1.61K - $1.9K
|
1.62K
$41.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-65- 47.45% |
$1.9K - $2.24K
|
72
$1.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-81- 1.17% |
$2.37K - $2.8K
|
6.85K
$176K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-106- 0.8% |
$3.1K - $3.66K
|
13.2K
$340K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-112- 13.88% |
$3.27K - $3.87K
|
695
$17.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-122- 0.55% |
$3.56K - $4.21K
|
22.2K
$571K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-128- 0.11% |
$3.74K - $4.42K
|
115K
$2.96M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-129- 27.22% |
$3.77K - $4.45K
|
345
$8.89K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-134- 0.28% |
$3.91K - $4.63K
|
47.5K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-137- 0.08% |
$4K - $4.73K
|
165K
$4.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-166Closed |
$4.85K - $5.73K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-228- 16.65% |
$6.66K - $7.87K
|
1.14K
$29.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-334- 25.0% |
$9.75K - $11.5K
|
1K
$25.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-363- 32.53% |
$10.6K - $12.5K
|
753
$19.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-376- 0.98% |
$11K - $13K
|
37.8K
$975K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-381- 6.5% |
$11.1K - $13.2K
|
5.49K
$141K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-382Closed |
$11.2K - $13.2K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-386- 2.06% |
$11.3K - $13.3K
|
18.4K
$474K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-396- 0.41% |
$11.6K - $13.7K
|
96.4K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-499- 38.09% |
$14.6K - $17.2K
|
811
$20.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-639- 0.71% |
$18.7K - $22.1K
|
89.1K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-784- 5.3% |
$22.9K - $27.1K
|
14K
$361K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-793- 7.57% |
$23.2K - $27.4K
|
9.68K
$249K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-998- 6.96% |
$29.1K - $34.5K
|
13.3K
$344K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.16K- 8.76% |
$33.9K - $40K
|
12.1K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.48K- 5.04% |
$43.2K - $51.1K
|
27.9K
$719K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.74K- 21.3% |
$50.7K - $59.9K
|
6.42K
$165K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.78K- 8.95% |
$51.9K - $61.3K
|
18.1K
$466K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 20.31% |
$64.8K - $76.6K
|
8.71K
$224K
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.34K- 2.57% |
$68.4K - $80.8K
|
88.8K
$2.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.54K- 11.81% |
$74K - $87.5K
|
18.9K
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.96K- 11.33% |
$86.4K - $102K
|
23.2K
$597K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.27K- 12.04% |
$95.5K - $113K
|
23.9K
$616K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-3.45K- 1.11% |
$101K - $119K
|
308K
$7.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.61K- 1.02% |
$105K - $125K
|
351K
$9.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.88K- 10.19% |
$113K - $134K
|
34.2K
$880K
|