Purchases and Sales Made in Q3 2023 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q3 2023. 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 06, 2023
Q3 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
6.83M+ 11907.06% |
$178M - $205M
|
6.88M
$180M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.3MNew |
$112M - $129M
|
4.3M
$112M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.3MNew |
$112M - $129M
|
4.3M
$112M
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.04M+ 7.41% |
$79.3M - $91M
|
44M
$1.15B
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.9M+ 6139.47% |
$75.8M - $87M
|
2.95M
$77.1M
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.57M+ 8.28% |
$67.2M - $77.1M
|
33.7M
$880M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.56M+ 36.01% |
$40.8M - $46.8M
|
5.9M
$154M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.37M+ 4.02% |
$35.8M - $41.2M
|
35.5M
$928M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.27M+ 210.75% |
$33.1M - $38.1M
|
1.87M
$48.9M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09M+ 77.87% |
$28.6M - $32.8M
|
2.5M
$65.3M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.05M+ 4112.47% |
$27.3M - $31.3M
|
1.07M
$28M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
982KNew |
$25.6M - $29.4M
|
982K
$25.6M
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
797KNew |
$20.8M - $23.9M
|
797K
$20.8M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
726K+ 621.69% |
$18.9M - $21.8M
|
843K
$22M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
659K+ 33.94% |
$17.2M - $19.7M
|
2.6M
$67.9M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
609K+ 79.99% |
$15.9M - $18.2M
|
1.37M
$35.8M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
523K+ 71.63% |
$13.6M - $15.7M
|
1.25M
$32.7M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
477KNew |
$12.4M - $14.3M
|
477K
$12.4M
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
474KNew |
$12.4M - $14.2M
|
474K
$12.4M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
367K+ 20.98% |
$9.58M - $11M
|
2.12M
$55.3M
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
364K+ 68.7% |
$9.49M - $10.9M
|
893K
$23.3M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
336K+ 133.19% |
$8.76M - $10.1M
|
588K
$15.4M
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
330K+ 453.94% |
$8.62M - $9.9M
|
403K
$10.5M
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
322K+ 68.41% |
$8.41M - $9.66M
|
793K
$20.7M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
291K+ 59.87% |
$7.58M - $8.71M
|
776K
$20.3M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
252K+ 162.62% |
$6.57M - $7.55M
|
407K
$10.6M
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
250K+ 79.52% |
$6.52M - $7.48M
|
564K
$14.7M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
211K+ 21.74% |
$5.52M - $6.33M
|
1.18M
$30.9M
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
209KNew |
$5.46M - $6.26M
|
209K
$5.46M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
195K+ 34.65% |
$5.08M - $5.83M
|
756K
$19.7M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
184K+ 370.58% |
$4.81M - $5.53M
|
234K
$6.12M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
179K+ 16.82% |
$4.68M - $5.38M
|
1.25M
$32.6M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
170K+ 29.82% |
$4.43M - $5.09M
|
740K
$19.3M
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
166KNew |
$4.33M - $4.97M
|
166K
$4.34M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
164K+ 14.18% |
$4.27M - $4.91M
|
1.32M
$34.4M
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
129K+ 108.18% |
$3.36M - $3.86M
|
248K
$6.48M
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
126K+ 61.28% |
$3.28M - $3.77M
|
331K
$8.65M
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
121K+ 144.3% |
$3.15M - $3.62M
|
204K
$5.34M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
113K+ 80.52% |
$2.95M - $3.39M
|
254K
$6.63M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
113KNew |
$2.95M - $3.39M
|
113K
$2.95M
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
111KNew |
$2.91M - $3.34M
|
111K
$2.91M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
109K+ 5.59% |
$2.85M - $3.27M
|
2.06M
$53.9M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
106K+ 94.74% |
$2.75M - $3.16M
|
217K
$5.67M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
105K+ 1410.24% |
$2.75M - $3.15M
|
113K
$2.94M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
95KNew |
$2.48M - $2.85M
|
95K
$2.48M
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
91.6KNew |
$2.39M - $2.74M
|
91.6K
$2.39M
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
88.5K+ 466.23% |
$2.31M - $2.65M
|
107K
$2.81M
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
BUY
|
- |
80.3KNew |
$2.09M - $2.4M
|
80.3K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
78.2K+ 59.58% |
$2.04M - $2.34M
|
210K
$5.47M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69K+ 59.62% |
$1.8M - $2.07M
|
185K
$4.83M
|