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 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.29K- 32.11% |
$33.7K - $38.6K
|
2.73K
$70.3K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.6K- 15.25% |
$41.7K - $47.9K
|
8.88K
$229K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.69K- 8.95% |
$44.2K - $50.8K
|
17.2K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.71K- 5.61% |
$44.7K - $51.3K
|
28.8K
$742K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.86K- 3.34% |
$48.4K - $55.6K
|
53.8K
$1.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.94K- 8.41% |
$50.5K - $58K
|
21.1K
$543K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.01K- 9.35% |
$52.4K - $60.2K
|
19.5K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.04K- 7.78% |
$53.3K - $61.2K
|
24.2K
$624K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.17K- 17.45% |
$56.7K - $65.1K
|
10.3K
$265K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-2.17K- 98.86% |
$56.7K - $65.1K
|
25
$644
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 4.5% |
$57.3K - $65.8K
|
46.6K
$1.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.35K- 14.3% |
$61.3K - $70.4K
|
14.1K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.75K- 14.32% |
$71.7K - $82.3K
|
16.4K
$423K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.29K- 1.36% |
$85.8K - $98.5K
|
238K
$6.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.33K- 5.26% |
$86.9K - $99.8K
|
59.9K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.73K- 14.24% |
$97.3K - $112K
|
22.5K
$579K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.03K- 3.53% |
$105K - $121K
|
110K
$2.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.04K- 3.24% |
$105K - $121K
|
121K
$3.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.35K- 31.38% |
$113K - $130K
|
9.51K
$245K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.78K- 16.1% |
$125K - $143K
|
24.9K
$642K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.17K- 22.23% |
$135K - $155K
|
18.1K
$466K
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.64K- 6.47% |
$147K - $169K
|
81.5K
$2.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-5.7K- 3.62% |
$149K - $171K
|
152K
$3.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.4K- 6.61% |
$167K - $192K
|
90.5K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-7.3K- 4.94% |
$190K - $219K
|
141K
$3.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.46K- 11.42% |
$195K - $223K
|
57.8K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.11K- 12.82% |
$211K - $243K
|
55.1K
$1.42M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.61KClosed |
$251K - $288K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.6K- 17.22% |
$301K - $346K
|
55.5K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.4K- 17.05% |
$325K - $373K
|
60.5K
$1.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-12.6K- 22.94% |
$328K - $377K
|
42.3K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.7K- 18.92% |
$330K - $379K
|
54.3K
$1.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-13.1K- 15.34% |
$342K - $393K
|
72.4K
$1.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13.3K- 83.54% |
$346K - $397K
|
2.61K
$67.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.2K- 17.94% |
$371K - $426K
|
65.1K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-14.9K- 40.37% |
$389K - $447K
|
22.1K
$568K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-19.2K- 53.13% |
$501K - $575K
|
16.9K
$436K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.5K- 61.81% |
$638K - $733K
|
15.1K
$390K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-27.6K- 53.4% |
$721K - $828K
|
24.1K
$621K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-27.6K- 53.4% |
$721K - $828K
|
24.1K
$621K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.2K- 77.05% |
$814K - $935K
|
9.3K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.4K- 81.02% |
$950K - $1.09M
|
8.53K
$220K
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-46.2K- 14.9% |
$1.21M - $1.38M
|
264K
$6.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-46.8K- 3.48% |
$1.22M - $1.4M
|
1.3M
$33.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-61.4K- 26.58% |
$1.6M - $1.84M
|
170K
$4.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-64.1K- 32.9% |
$1.67M - $1.92M
|
131K
$3.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-73.2K- 44.47% |
$1.91M - $2.19M
|
91.4K
$2.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-77.8K- 15.85% |
$2.03M - $2.33M
|
413K
$10.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-85.6K- 66.0% |
$2.23M - $2.56M
|
44.1K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-98.6K- 3.06% |
$2.57M - $2.95M
|
3.12M
$80.5M
|