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 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.03% |
$160 - $179
|
20.2K
$520K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5New |
$133 - $149
|
5
$129
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$133 - $149
|
5
$129
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.48% |
$107 - $119
|
831
$21.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 30.0% |
$80.1 - $89.6
|
13
$335
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 20.0% |
$26.7 - $29.9
|
4
$103
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 45.0% |
$240 - $269
|
11
$283
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 45.0% |
$240 - $269
|
11
$283
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11- 22.45% |
$294 - $329
|
38
$979
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 0.29% |
$480 - $538
|
6.28K
$162K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-28- 3.59% |
$747 - $836
|
751
$19.4K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-41- 40.2% |
$1.09K - $1.22K
|
61
$1.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-52- 32.3% |
$1.39K - $1.55K
|
109
$2.81K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.23% |
$2.67K - $2.99K
|
43.4K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-111- 0.45% |
$2.96K - $3.32K
|
24.6K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-115- 6.53% |
$3.07K - $3.44K
|
1.65K
$42.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-129- 32.58% |
$3.44K - $3.85K
|
267
$6.88K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-159- 94.08% |
$4.24K - $4.75K
|
10
$258
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-181- 0.22% |
$4.83K - $5.41K
|
81.8K
$2.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-182- 0.39% |
$4.86K - $5.44K
|
46.1K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-358- 8.31% |
$9.56K - $10.7K
|
3.95K
$102K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-366- 6.43% |
$9.77K - $10.9K
|
5.33K
$137K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-395- 3.42% |
$10.5K - $11.8K
|
11.2K
$288K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-443- 2.19% |
$11.8K - $13.2K
|
19.8K
$509K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-455- 39.88% |
$12.1K - $13.6K
|
686
$17.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-500- 98.81% |
$13.3K - $14.9K
|
6
$155
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-512- 0.5% |
$13.7K - $15.3K
|
101K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-565- 63.27% |
$15.1K - $16.9K
|
328
$8.45K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-608- 2.64% |
$16.2K - $18.2K
|
22.4K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-656- 1.65% |
$17.5K - $19.6K
|
39.1K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-657- 28.36% |
$17.5K - $19.6K
|
1.66K
$42.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-662- 52.0% |
$17.7K - $19.8K
|
611
$15.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-668- 6.88% |
$17.8K - $20K
|
9.04K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-672- 3.57% |
$17.9K - $20.1K
|
18.2K
$468K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-734- 15.83% |
$19.6K - $21.9K
|
3.9K
$101K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-752- 3.98% |
$20.1K - $22.5K
|
18.1K
$467K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-782- 0.28% |
$20.9K - $23.4K
|
282K
$7.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-783- 5.81% |
$20.9K - $23.4K
|
12.7K
$327K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-841- 9.06% |
$22.4K - $25.1K
|
8.44K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.23K- 5.08% |
$32.7K - $36.6K
|
22.9K
$590K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.47K- 13.49% |
$39.2K - $43.9K
|
9.42K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 2.34% |
$41.8K - $46.8K
|
65.3K
$1.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.62K- 2.83% |
$43.3K - $48.5K
|
55.7K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.63K- 59.5% |
$43.6K - $48.7K
|
1.11K
$28.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.81K- 72.58% |
$48.3K - $54K
|
683
$17.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.89K- 39.41% |
$50.5K - $56.5K
|
2.91K
$75K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.9K- 6.18% |
$50.7K - $56.7K
|
28.8K
$743K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.99K- 12.63% |
$53K - $59.4K
|
13.7K
$354K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.06K- 2.11% |
$55K - $61.6K
|
95.6K
$2.46M
|