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 09, 2022
Q3 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-4.06K- 11.36% |
$119K - $140K
|
31.7K
$817K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.27K- 23.0% |
$125K - $148K
|
14.3K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5K- 10.63% |
$146K - $173K
|
42.1K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.2K- 12.52% |
$152K - $179K
|
36.3K
$936K
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.96K- 41.94% |
$174K - $206K
|
8.24K
$212K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.15K- 97.56% |
$179K - $212K
|
154
$3.97K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-7.26K- 10.93% |
$212K - $251K
|
59.1K
$1.52M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-7.6K- 7.05% |
$222K - $262K
|
100K
$2.58M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-7.73K- 45.67% |
$226K - $267K
|
9.2K
$237K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.85K- 52.4% |
$229K - $271K
|
7.13K
$184K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-8K- 26.25% |
$233K - $276K
|
22.5K
$579K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.41K- 40.63% |
$245K - $290K
|
12.3K
$317K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.52K- 6.14% |
$249K - $294K
|
130K
$3.35M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-8.96K- 37.58% |
$261K - $309K
|
14.9K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.36K- 24.97% |
$273K - $323K
|
28.1K
$725K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-9.93K- 17.96% |
$290K - $343K
|
45.4K
$1.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-11.4K- 10.32% |
$332K - $392K
|
98.8K
$2.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.9K- 27.46% |
$348K - $412K
|
31.5K
$812K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13.7K- 26.29% |
$400K - $473K
|
38.4K
$990K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-14.8K- 11.49% |
$432K - $510K
|
114K
$2.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.1K- 10.17% |
$557K - $659K
|
169K
$4.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21.1K- 76.04% |
$615K - $727K
|
6.64K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-21.1K- 36.34% |
$617K - $729K
|
37K
$953K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-23.2K- 24.65% |
$677K - $801K
|
70.9K
$1.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25.5K- 39.18% |
$745K - $880K
|
39.6K
$1.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-25.5K- 26.84% |
$746K - $882K
|
69.6K
$1.79M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-26.3K- 40.75% |
$767K - $907K
|
38.2K
$984K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-27.6K- 15.61% |
$807K - $954K
|
149K
$3.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-32K- 21.14% |
$934K - $1.1M
|
119K
$3.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-43.4K- 19.2% |
$1.27M - $1.5M
|
183K
$4.71M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-44K- 31.41% |
$1.28M - $1.52M
|
96.1K
$2.48M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-47.4K- 57.12% |
$1.39M - $1.64M
|
35.6K
$918K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52.3K- 48.67% |
$1.53M - $1.81M
|
55.2K
$1.42M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-63.6K- 5.79% |
$1.86M - $2.2M
|
1.03M
$26.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-67K- 68.61% |
$1.96M - $2.31M
|
30.6K
$789K
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-69.1K- 64.71% |
$2.02M - $2.39M
|
37.7K
$971K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-73.6K- 18.69% |
$2.15M - $2.54M
|
320K
$8.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-76.9K- 77.66% |
$2.25M - $2.66M
|
22.1K
$570K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-103K- 15.52% |
$3.01M - $3.55M
|
560K
$14.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-106K- 65.2% |
$3.09M - $3.65M
|
56.5K
$1.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-155K- 32.53% |
$4.53M - $5.36M
|
322K
$8.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-212K- 64.38% |
$6.2M - $7.33M
|
117K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-238K- 60.67% |
$6.96M - $8.23M
|
154K
$3.98M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-251K- 43.29% |
$7.32M - $8.66M
|
329K
$8.47M
|
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-282K- 70.58% |
$8.23M - $9.73M
|
117K
$3.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-324K- 47.87% |
$9.46M - $11.2M
|
353K
$9.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-399K- 99.79% |
$11.7M - $13.8M
|
858
$22.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-476K- 24.07% |
$13.9M - $16.4M
|
1.5M
$38.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-501K- 92.47% |
$14.6M - $17.3M
|
40.8K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-731K- 16.93% |
$21.4M - $25.2M
|
3.59M
$92.5M
|