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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.03K+ 1.53% |
$188K - $210K
|
465K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6.95K+ 11.75% |
$185K - $207K
|
66.1K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
6.26K+ 7.75% |
$167K - $187K
|
86.9K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.01K+ 19.64% |
$160K - $180K
|
36.6K
$944K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.01K+ 5.05% |
$160K - $179K
|
125K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.85K+ 3.11% |
$156K - $175K
|
194K
$5M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.55K+ 8.77% |
$148K - $166K
|
68.8K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.42K+ 48.29% |
$145K - $162K
|
16.6K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.32K+ 55.43% |
$142K - $159K
|
14.9K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.21K+ 16.19% |
$139K - $156K
|
37.4K
$963K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.21K+ 29.69% |
$139K - $155K
|
22.7K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.8K+ 0.48% |
$128K - $143K
|
1.01M
$26.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.96K+ 42.18% |
$106K - $118K
|
13.3K
$344K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.61K+ 1.88% |
$96.2K - $108K
|
195K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.57K+ 38.64% |
$95.3K - $107K
|
12.8K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.45K+ 7.76% |
$92K - $103K
|
47.9K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.3K+ 7.89% |
$88.1K - $98.5K
|
45.1K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.22K+ 4.37% |
$85.9K - $96.2K
|
76.9K
$1.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.21K+ 221.39% |
$85.6K - $95.8K
|
4.66K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.21K+ 8.52% |
$85.5K - $95.7K
|
40.8K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.19K+ 9.55% |
$85.1K - $95.3K
|
36.6K
$943K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.69K+ 544.53% |
$71.8K - $80.4K
|
3.18K
$82.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.56K+ 15.7% |
$68.4K - $76.6K
|
18.9K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.51K+ 0.02% |
$67K - $75K
|
14.1M
$364M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.41K+ 5.98% |
$64.2K - $71.8K
|
42.6K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.11K+ 2.13% |
$56.2K - $62.9K
|
101K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.97K+ 16416.67% |
$52.6K - $58.8K
|
1.98K
$51.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.95K+ 3.75% |
$52K - $58.2K
|
53.9K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.91K+ 11.26% |
$51K - $57.1K
|
18.9K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.76K+ 12.35% |
$46.8K - $52.4K
|
16K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.6KNew |
$42.7K - $47.7K
|
1.6K
$41.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.53K+ 0.62% |
$40.9K - $45.8K
|
250K
$6.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.48K+ 376.65% |
$39.6K - $44.3K
|
1.88K
$48.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.37K+ 3.16% |
$36.6K - $40.9K
|
44.7K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.34K+ 0.56% |
$35.8K - $40K
|
241K
$6.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.32K+ 14.43% |
$35.2K - $39.3K
|
10.4K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.29K+ 3.8% |
$34.5K - $38.6K
|
35.3K
$909K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 1.17% |
$34.4K - $38.5K
|
111K
$2.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.28K+ 5.0% |
$34.2K - $38.3K
|
26.9K
$694K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.26K+ 0.43% |
$33.7K - $37.7K
|
294K
$7.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.26KNew |
$33.5K - $37.5K
|
1.26K
$32.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.21K+ 6.08% |
$32.3K - $36.1K
|
21.1K
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.19K+ 0.05% |
$31.8K - $35.6K
|
2.24M
$57.8M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.19K+ 558.69% |
$31.8K - $35.5K
|
1.4K
$36.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.06K+ 9.37% |
$28.3K - $31.7K
|
12.4K
$319K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.06K+ 4.97% |
$28.3K - $31.6K
|
22.4K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.04K+ 6.18% |
$27.7K - $30.9K
|
17.8K
$459K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
981New |
$26.2K - $29.3K
|
981
$25.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
963+ 2.7% |
$25.7K - $28.8K
|
36.6K
$943K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
940+ 0.92% |
$25.1K - $28.1K
|
103K
$2.65M
|