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
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
143
New
$3.73K - $4.28K
143 $3.69K
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
67
New
$1.75K - $2.01K
67 $1.73K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
32
New
$835 - $959
32 $825
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
21
New
$548 - $629
21 $541
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
19
New
$496 - $569
19 $490
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
18
New
$470 - $539
18 $464
Oct 26, 2023 Q3 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
13
New
$339 - $389
13 $335
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
7
New
$183 - $210
7 $180
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
6
+ 0.86%
$157 - $180
702 $18.1K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
5
New
$130 - $150
5 $129
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
1
+ 0.29%
$26.1 - $30
350 $9.02K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
SELL
 -
-2
- 22.22%
$52.2 - $59.9
7 $180
Nov 17, 2023 Q3 2023
Spartan Planning & Wealth Management

Greensboro, NC
SELL
 -
-5
- 18.52%
$130 - $150
22 $567
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-6
- 40.0%
$157 - $180
9 $232
Oct 24, 2023 Q3 2023
Horizon Bancorp Inc /In/

Michigan City, IN
SELL
 -
-19
- 9.6%
$496 - $569
179 $4.61K
Oct 04, 2023 Q3 2023
Global Assets Advisory, LLC

Orlando, FL
SELL
 -
-24
- 0.06%
$626 - $719
39.1K $1.01M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-71
- 66.36%
$1.85K - $2.13K
36 $928
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

SELL
 -
-72
- 1.07%
$1.88K - $2.16K
6.63K $171K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-85
- 50.0%
$2.22K - $2.55K
85 $2.19K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-118
- 0.32%
$3.08K - $3.54K
36.3K $936K
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
SELL
 -
-119
- 15.2%
$3.1K - $3.57K
664 $17.1K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-154
Closed
$4.02K - $4.61K
0 $0
Nov 01, 2023 Q3 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
SELL
 -
-159
- 0.21%
$4.15K - $4.76K
74.9K $1.93M
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-208
- 54.88%
$5.43K - $6.23K
171 $4.41K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-246
- 2.18%
$6.42K - $7.37K
11K $284K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

SELL
 -
-284
- 0.3%
$7.41K - $8.51K
92.9K $2.39M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
SELL
 -
-296
- 46.61%
$7.72K - $8.87K
339 $8.74K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-441
- 18.15%
$11.5K - $13.2K
1.99K $51.3K
Nov 09, 2023 Q3 2023
Antonetti Capital Management LLC

SELL
 -
-487
- 95.3%
$12.7K - $14.6K
24 $618
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

SELL
 -
-488
- 78.71%
$12.7K - $14.6K
132 $3.4K
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

SELL
 -
-500
- 4.3%
$13K - $15K
11.1K $287K
Oct 25, 2023 Q3 2023
E&G Advisors, LP

SELL
 -
-500
- 0.66%
$13K - $15K
75.6K $1.95M
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
SELL
 -
-540
- 5.74%
$14.1K - $16.2K
8.87K $229K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
SELL
 -
-574
- 55.3%
$15K - $17.2K
464 $12K
Oct 16, 2023 Q3 2023
Tevis Investment Management

SELL
 -
-606
- 4.49%
$15.8K - $18.2K
12.9K $332K
Oct 18, 2023 Q3 2023
25 LLC

St. Louis, MO
SELL
 -
-629
- 0.83%
$16.4K - $18.8K
75.4K $1.94M
Oct 24, 2023 Q3 2023
First National Corp

SELL
 -
-636
- 2.54%
$16.6K - $19.1K
24.4K $629K
Oct 06, 2023 Q3 2023
West Wealth Group, LLC

SELL
 -
-638
- 1.74%
$16.6K - $19.1K
36K $928K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

SELL
 -
-786
- 6.96%
$20.5K - $23.5K
10.5K $271K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-817
- 65.89%
$21.3K - $24.5K
423 $10.9K
Oct 25, 2023 Q3 2023
Leading Edge Financial Planning LLC

Knoxville, TN
SELL
 -
-860
- 6.63%
$22.4K - $25.8K
12.1K $312K
Oct 10, 2023 Q3 2023
Integrated Capital Management, Inc.

SELL
 -
-935
- 2.11%
$24.4K - $28K
43.3K $1.12M
Oct 23, 2023 Q3 2023
Colton Groome Financial Advisors, LLC

SELL
 -
-992
- 6.41%
$25.9K - $29.7K
14.5K $373K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
SELL
 -
-1.03K
- 25.6%
$26.8K - $30.8K
2.98K $76.9K
Oct 31, 2023 Q3 2023
Apcm Wealth Management For Individuals

SELL
 -
-1.14K
- 33.44%
$29.8K - $34.3K
2.28K $58.7K
Oct 31, 2023 Q3 2023
Allworth Financial LP

SELL
 -
-1.23K
- 14.98%
$32K - $36.7K
6.96K $179K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-1.25K
- 10.46%
$32.5K - $37.4K
10.7K $275K

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