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 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.08K- 8.42% |
$55.5K - $62.2K
|
22.6K
$583K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.1K- 0.89% |
$55.9K - $62.6K
|
234K
$6.03M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.24K- 13.28% |
$59.7K - $66.8K
|
14.6K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.24K- 35.01% |
$59.8K - $66.9K
|
4.16K
$107K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.29K- 1.95% |
$61K - $68.3K
|
115K
$2.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 2.11% |
$62.2K - $69.7K
|
108K
$2.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.51K- 4.26% |
$67K - $75K
|
56.4K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-2.59K- 11.62% |
$69K - $77.2K
|
19.7K
$507K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.68K- 7.65% |
$71.6K - $80.1K
|
32.4K
$834K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.75K- 37.35% |
$73.4K - $82.1K
|
4.61K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.76K- 2.11% |
$73.5K - $82.3K
|
128K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.81K- 40.86% |
$75K - $84K
|
4.07K
$105K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.89K- 6.4% |
$77.2K - $86.4K
|
42.3K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.94K- 2.54% |
$78.5K - $87.9K
|
113K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.97K- 29.24% |
$79.2K - $88.6K
|
7.18K
$185K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.98K- 12.45% |
$79.5K - $89K
|
21K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.37K- 7.42% |
$90K - $101K
|
42.1K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.43K- 33.1% |
$91.5K - $102K
|
6.93K
$179K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.53K- 21.05% |
$94.2K - $105K
|
13.2K
$341K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.56K- 9.67% |
$95K - $106K
|
33.3K
$857K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.69K- 32.33% |
$98.6K - $110K
|
7.73K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-3.91K- 5.41% |
$104K - $117K
|
68.5K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.94K- 14.54% |
$105K - $118K
|
23.1K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.97K- 8.13% |
$106K - $118K
|
44.8K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.09K- 30.3% |
$109K - $122K
|
9.41K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.24K- 53.43% |
$113K - $127K
|
3.7K
$95.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.25K- 68.02% |
$113K - $127K
|
2K
$51.5K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.42K- 5.95% |
$118K - $132K
|
70K
$1.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.6K- 9.37% |
$123K - $137K
|
44.4K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.31K- 35.61% |
$142K - $159K
|
9.61K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5.87K- 2.86% |
$157K - $175K
|
199K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-6.85K- 9.97% |
$183K - $204K
|
61.8K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.85K- 3.33% |
$183K - $205K
|
199K
$5.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-6.86K- 22.4% |
$183K - $205K
|
23.7K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.38K- 5.22% |
$197K - $220K
|
134K
$3.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.42K- 49.72% |
$198K - $222K
|
7.5K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-7.61K- 13.71% |
$203K - $227K
|
47.9K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-7.91K- 2.09% |
$211K - $236K
|
371K
$9.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.2K- 7.92% |
$219K - $245K
|
95.3K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.22K- 19.43% |
$219K - $246K
|
34.1K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.64K- 0.29% |
$231K - $258K
|
3.02M
$77.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.98K- 34.52% |
$240K - $268K
|
17K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11K- 6.4% |
$293K - $328K
|
160K
$4.13M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-12K- 22.43% |
$319K - $357K
|
41.3K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-12K- 28.29% |
$319K - $357K
|
30.3K
$781K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-12.2K- 49.8% |
$325K - $364K
|
12.3K
$317K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.7K- 6.29% |
$367K - $411K
|
205K
$5.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-13.8K- 33.96% |
$367K - $411K
|
26.7K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 9.21% |
$372K - $416K
|
137K
$3.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-14.2K- 24.67% |
$379K - $424K
|
43.3K
$1.12M
|