Purchases and Sales Made in Q3 2023 in Spdr Portfolio Long Term Treas (SPTL)

SPTL Quotes by TradingView

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 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
4.74K
+ 98.26%
$124K - $142K
9.57K $251K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
4.72K
+ 19.19%
$123K - $141K
29.3K $767K
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
4.65K
+ 14.83%
$121K - $139K
36K $943K
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
4.45K
+ 19.55%
$116K - $133K
27.2K $714K
Oct 16, 2023 Q3 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
3.9K
+ 34.43%
$102K - $117K
15.2K $399K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
3.14K
+ 268.23%
$81.9K - $94.1K
4.31K $113K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
3.04K
+ 6753.33%
$79.3K - $91K
3.08K $80.8K
Dec 07, 2023 Q3 2023
Financial Advisory Group

Houston, TX
BUY
 -
2.81K
+ 0.59%
$73.3K - $84.1K
476K $12.5M
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
2.57K
+ 11.04%
$66.9K - $76.9K
25.8K $676K
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
2.52K
+ 113.3%
$65.8K - $75.6K
4.75K $124K
Nov 02, 2023 Q3 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
2.41K
+ 5.78%
$62.9K - $72.2K
44.1K $1.16M
Oct 18, 2023 Q3 2023
Roman Butler Fullerton & CO

BUY
 -
2.36K
+ 15.74%
$61.6K - $70.7K
17.4K $455K
Oct 26, 2023 Q3 2023
Ironwood Wealth Management, Llc.

BUY
 -
2.19K
New
$57.1K - $65.6K
2.19K $57.3K
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
2.17K
+ 5.63%
$56.7K - $65.1K
40.8K $1.07M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
2.13K
+ 31.25%
$55.6K - $63.8K
8.95K $234K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
1.83K
+ 1.95%
$47.8K - $54.9K
95.5K $2.5M
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
1.75K
+ 2.36%
$45.6K - $52.3K
75.6K $1.98M
Nov 13, 2023 Q3 2023
Citizens & Northern Corp

BUY
 -
1.71K
+ 5.57%
$44.6K - $51.2K
32.4K $849K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.47K
+ 10.47%
$38.5K - $44.2K
15.6K $408K
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
1.44K
+ 11.48%
$37.6K - $43.2K
14K $367K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
1.44K
New
$37.6K - $43.2K
1.44K $37.8K
Oct 13, 2023 Q3 2023
Auour Investments LLC

Wenham, MA
BUY
 -
1.44K
+ 9.74%
$37.5K - $43.1K
16.2K $424K
Nov 02, 2023 Q3 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
1.39K
+ 16.15%
$36.2K - $41.5K
9.97K $261K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.38K
+ 0.83%
$35.9K - $41.2K
167K $4.36M
Nov 09, 2023 Q3 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
1.34K
+ 7.03%
$34.9K - $40.1K
20.4K $534K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
1.21K
New
$31.6K - $36.3K
1.21K $31.8K
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
1.06K
+ 3.47%
$27.8K - $31.9K
31.7K $831K
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.06K
+ 6.99%
$27.6K - $31.6K
16.2K $424K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.06K
+ 6.99%
$27.6K - $31.6K
16.2K $424K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.03K
+ 58.44%
$26.7K - $30.7K
2.78K $72.8K
Oct 19, 2023 Q3 2023
Ballast Advisors LLC

BUY
 -
1.01K
+ 53.37%
$26.5K - $30.4K
2.91K $76.3K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
942
New
$24.6K - $28.2K
942 $24.7K
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
749
+ 1.89%
$19.5K - $22.4K
40.5K $1.06M
Oct 31, 2023 Q3 2023
Selway Asset Management

Boise, ID
BUY
 -
627
New
$16.4K - $18.8K
627 $16.4K
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
547
+ 167.79%
$14.3K - $16.4K
873 $22.9K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
523
+ 1.05%
$13.6K - $15.7K
50.2K $1.32M
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
522
+ 97.57%
$13.6K - $15.6K
1.06K $27.7K
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
480
+ 6.23%
$12.5K - $14.4K
8.19K $215K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
452
+ 4.1%
$11.8K - $13.5K
11.5K $300K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
443
+ 28.18%
$11.6K - $13.3K
2.02K $52.8K
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
380
+ 0.93%
$9.91K - $11.4K
41.1K $1.08M
Oct 30, 2023 Q3 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
357
+ 1.92%
$9.31K - $10.7K
18.9K $496K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
343
New
$8.95K - $10.3K
343 $8.99K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
330
+ 3.16%
$8.61K - $9.89K
10.8K $282K
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
315
New
$8.22K - $9.44K
315 $8.25K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
278
New
$7.25K - $8.33K
278 $7.28K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
230
+ 1.4%
$6K - $6.89K
16.6K $436K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
168
+ 23.8%
$4.38K - $5.03K
874 $22.9K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
165
New
$4.3K - $4.94K
165 $4.32K

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