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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
67.6K+ 33.97% |
$1.76M - $2.02M
|
266K
$6.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
67.3K+ 269.98% |
$1.76M - $2.02M
|
92.3K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
65.4KNew |
$1.71M - $1.96M
|
65.4K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
65.3K+ 70.45% |
$1.7M - $1.96M
|
158K
$4.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
60.8K+ 24.11% |
$1.59M - $1.82M
|
313K
$8.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
60.3KNew |
$1.57M - $1.81M
|
60.3K
$1.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
57.8K+ 67.75% |
$1.51M - $1.73M
|
143K
$3.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.4K+ 125.25% |
$1.45M - $1.66M
|
99.6K
$2.57M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
54.9K+ 30.22% |
$1.43M - $1.64M
|
237K
$6.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
50.6K+ 269.1% |
$1.32M - $1.52M
|
69.4K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.1K+ 29.25% |
$1.28M - $1.47M
|
217K
$5.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.4K+ 213.91% |
$1.21M - $1.39M
|
68K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
45.9K+ 13.01% |
$1.2M - $1.37M
|
398K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.8K+ 870.61% |
$1.17M - $1.34M
|
49.9K
$1.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
42K+ 5.18% |
$1.09M - $1.26M
|
852K
$22M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.6K+ 31.02% |
$1.09M - $1.25M
|
176K
$4.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.5KNew |
$1.08M - $1.24M
|
41.5K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.1K+ 89.49% |
$1.07M - $1.23M
|
87K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
40.3K+ 4.58% |
$1.05M - $1.21M
|
919K
$23.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.3K+ 54.48% |
$1M - $1.15M
|
109K
$2.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
37.7KNew |
$984K - $1.13M
|
37.7K
$972K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
36K+ 8.1% |
$938K - $1.08M
|
480K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
33.9K+ 390.54% |
$884K - $1.02M
|
42.6K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.8K+ 9.16% |
$881K - $1.01M
|
402K
$10.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.1K+ 29.69% |
$812K - $932K
|
136K
$3.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
31.1K+ 2.29% |
$811K - $932K
|
1.39M
$35.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
31K+ 10.42% |
$808K - $928K
|
328K
$8.46M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.8KNew |
$778K - $893K
|
29.8K
$768K
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
29.6K+ 95.68% |
$773K - $887K
|
60.6K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
29.3K+ 26.93% |
$765K - $878K
|
138K
$3.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
28.7K+ 27.11% |
$748K - $859K
|
134K
$3.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.1K+ 6.94% |
$733K - $841K
|
433K
$11.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
28KNew |
$731K - $839K
|
28K
$722K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
28KNew |
$730K - $838K
|
28K
$721K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
27.2KNew |
$710K - $815K
|
27.2K
$701K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.3K+ 4.61% |
$661K - $759K
|
575K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
25.1K+ 20.13% |
$654K - $751K
|
150K
$3.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
24.6K+ 25.15% |
$642K - $737K
|
122K
$3.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
24.3KNew |
$635K - $729K
|
24.3K
$627K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.9K+ 9.42% |
$622K - $715K
|
277K
$7.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
23KNew |
$600K - $689K
|
23K
$593K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
21.8KNew |
$569K - $653K
|
21.8K
$562K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.5K+ 4.57% |
$562K - $645K
|
492K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
21K+ 3.67% |
$548K - $630K
|
593K
$15.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21KNew |
$548K - $629K
|
21K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.8KNew |
$516K - $592K
|
19.8K
$509K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
19.6K+ 37.54% |
$512K - $587K
|
71.8K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18.1K+ 33.71% |
$472K - $542K
|
71.8K
$1.85M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18.1K+ 33.71% |
$472K - $542K
|
71.8K
$1.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$463K - $532K
|
17.8K
$458K
|