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 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
17KNew |
$444K - $509K
|
17K
$445K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
16.7KNew |
$437K - $501K
|
16.7K
$438K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.6KNew |
$432K - $496K
|
16.6K
$434K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
16.5K+ 8.85% |
$430K - $493K
|
202K
$5.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.2K+ 12.03% |
$421K - $484K
|
150K
$3.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16KNew |
$417K - $479K
|
16K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15.9KNew |
$415K - $477K
|
15.9K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
15KNew |
$392K - $450K
|
15K
$394K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.7K+ 70.64% |
$384K - $441K
|
35.5K
$931K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
14.6K+ 943.68% |
$382K - $438K
|
16.2K
$424K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 12.85% |
$360K - $413K
|
121K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
13.6K+ 59.36% |
$355K - $408K
|
36.5K
$958K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.3K+ 67.35% |
$320K - $368K
|
30.5K
$799K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.9K+ 12.36% |
$309K - $355K
|
108K
$2.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
11.8K+ 4.04% |
$308K - $354K
|
304K
$7.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.6K+ 67.04% |
$302K - $347K
|
28.8K
$756K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
11.5K+ 29.91% |
$300K - $345K
|
50K
$1.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.1K+ 52.97% |
$288K - $331K
|
31.9K
$837K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
10.7K+ 13.91% |
$280K - $322K
|
88K
$2.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
10.7K+ 5.47% |
$278K - $319K
|
205K
$5.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 5.81% |
$276K - $317K
|
193K
$5.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.6KNew |
$275K - $316K
|
10.6K
$276K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
10.4K+ 81.23% |
$271K - $312K
|
23.2K
$608K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10.3KNew |
$269K - $309K
|
10.3K
$270K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
9.86K+ 40.4% |
$257K - $295K
|
34.3K
$898K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.85K+ 119.94% |
$257K - $295K
|
18.1K
$473K
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
9.73K+ 4.06% |
$254K - $292K
|
250K
$6.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.68KNew |
$253K - $290K
|
9.68K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.33KNew |
$243K - $279K
|
9.33K
$244K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.11K+ 4.13% |
$238K - $273K
|
230K
$6.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.08K+ 6.15% |
$237K - $272K
|
157K
$4.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.02KNew |
$235K - $270K
|
9.02K
$236K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9K+ 21.56% |
$235K - $270K
|
50.7K
$1.33M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.82K+ 6.13% |
$230K - $264K
|
153K
$4M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.68KNew |
$226K - $260K
|
8.68K
$227K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.36K+ 3.37% |
$218K - $250K
|
256K
$6.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.14KNew |
$212K - $244K
|
8.14K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.11KNew |
$211K - $243K
|
8.11K
$212K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.75K+ 19.25% |
$202K - $232K
|
48K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.48K+ 0.88% |
$195K - $224K
|
853K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.48K+ 59.66% |
$195K - $224K
|
20K
$524K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.18K+ 39.51% |
$187K - $215K
|
25.3K
$664K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.79K+ 2.1% |
$177K - $204K
|
331K
$8.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.76K+ 88.35% |
$176K - $202K
|
14.4K
$377K
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
5.88K+ 4.2% |
$153K - $176K
|
146K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.72K+ 4.18% |
$149K - $171K
|
143K
$3.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.63K+ 68.84% |
$147K - $169K
|
13.8K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.62K+ 8.86% |
$147K - $168K
|
69K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.33K+ 49.03% |
$139K - $160K
|
16.2K
$425K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.26K+ 21.74% |
$137K - $157K
|
29.4K
$771K
|