Purchases and Sales Made in Q3 2024 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q3 2024. 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 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
77.5K+ 12.79% |
$2.07M - $2.31M
|
684K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
76.7KNew |
$2.05M - $2.29M
|
76.7K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
76.7KNew |
$2.05M - $2.29M
|
76.7K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
72.4KNew |
$1.93M - $2.16M
|
72.4K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
71.2K+ 51.09% |
$1.9M - $2.13M
|
211K
$5.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
70.4KNew |
$1.88M - $2.1M
|
70.4K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
68.2K+ 19.48% |
$1.82M - $2.04M
|
418K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
67.5K+ 19.59% |
$1.8M - $2.02M
|
412K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
65.6K+ 558.52% |
$1.75M - $1.96M
|
77.4K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.1K+ 9.16% |
$1.71M - $1.91M
|
764K
$19.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
63.8K+ 86.33% |
$1.7M - $1.9M
|
138K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
63.1KNew |
$1.69M - $1.89M
|
63.1K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
62.3K+ 40.83% |
$1.66M - $1.86M
|
215K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
62K+ 183.32% |
$1.66M - $1.85M
|
95.9K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
58.9K+ 12.9% |
$1.57M - $1.76M
|
516K
$13.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
56.8K+ 15.59% |
$1.52M - $1.7M
|
421K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.4K+ 205.32% |
$1.51M - $1.68M
|
83.9K
$2.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
56.1K+ 111.97% |
$1.5M - $1.68M
|
106K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54.5K+ 196.17% |
$1.46M - $1.63M
|
82.3K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
52.5KNew |
$1.4M - $1.57M
|
52.5K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47.8K+ 31.49% |
$1.28M - $1.43M
|
200K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
46.9KNew |
$1.25M - $1.4M
|
46.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.5KNew |
$1.24M - $1.39M
|
46.5K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
45.1K+ 26.21% |
$1.2M - $1.35M
|
217K
$5.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
44.3KNew |
$1.18M - $1.32M
|
44.3K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
43.8K+ 45.96% |
$1.17M - $1.31M
|
139K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
42.5K+ 21.69% |
$1.13M - $1.27M
|
238K
$6.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
42.1KNew |
$1.12M - $1.26M
|
42.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
39.5KNew |
$1.05M - $1.18M
|
39.5K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.2K+ 1.23% |
$1.02M - $1.14M
|
3.14M
$80.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
37.7K+ 10.37% |
$1.01M - $1.13M
|
401K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.4K+ 4.75% |
$972K - $1.09M
|
802K
$20.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
35.8KNew |
$957K - $1.07M
|
35.8K
$924K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
34.5K+ 6.51% |
$920K - $1.03M
|
564K
$14.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
33.1K+ 52.73% |
$883K - $989K
|
95.9K
$2.47M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.8K+ 0.83% |
$850K - $951K
|
3.87M
$99.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.8K+ 0.83% |
$850K - $951K
|
3.87M
$99.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
31.8K+ 88.28% |
$849K - $950K
|
67.8K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
31.3KNew |
$835K - $934K
|
31.3K
$806K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
28.1K+ 17.04% |
$751K - $841K
|
193K
$4.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27K+ 8.47% |
$721K - $807K
|
346K
$8.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
26.4K+ 20.6% |
$704K - $787K
|
154K
$3.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
24.7K+ 35.17% |
$658K - $737K
|
94.8K
$2.44M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.7KNew |
$632K - $707K
|
23.7K
$610K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
22.9K+ 2.99% |
$611K - $684K
|
788K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
22.2KNew |
$593K - $664K
|
22.2K
$573K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
21.4K+ 22.02% |
$570K - $638K
|
118K
$3.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.9K+ 12.78% |
$558K - $625K
|
185K
$4.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
20.6K+ 44.33% |
$549K - $614K
|
67K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.1K+ 945.33% |
$535K - $599K
|
22.2K
$572K
|