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 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-15.2K- 9.59% |
$406K - $454K
|
143K
$3.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-15.6K- 2.29% |
$416K - $465K
|
666K
$17.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-17.1K- 16.42% |
$457K - $512K
|
87.3K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-18.8K- 6.32% |
$502K - $561K
|
278K
$7.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.9K- 18.2% |
$557K - $623K
|
93.7K
$2.42M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-21.7K- 29.3% |
$579K - $648K
|
52.4K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-25K- 50.22% |
$667K - $747K
|
24.8K
$639K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-25.2K- 14.79% |
$673K - $753K
|
145K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-25.3K- 4.75% |
$676K - $756K
|
508K
$13.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25.6K- 59.25% |
$683K - $764K
|
17.6K
$453K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.2K- 4.56% |
$700K - $784K
|
550K
$14.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-27.2K- 16.29% |
$727K - $813K
|
140K
$3.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-27.5K- 41.99% |
$733K - $820K
|
37.9K
$977K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-28.5K- 36.32% |
$761K - $852K
|
50K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-29K- 18.7% |
$773K - $865K
|
126K
$3.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-29.2K- 31.2% |
$779K - $872K
|
64.4K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-30.3K- 2.24% |
$808K - $904K
|
1.32M
$34.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-32.1K- 11.33% |
$858K - $960K
|
252K
$6.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33.7K- 32.63% |
$899K - $1.01M
|
69.5K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.2K- 10.33% |
$966K - $1.08M
|
314K
$8.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42K- 43.8% |
$1.12M - $1.25M
|
53.9K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.6K- 1.31% |
$1.14M - $1.27M
|
3.2M
$82.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-46.4K- 34.53% |
$1.24M - $1.39M
|
88K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-46.5K- 7.16% |
$1.24M - $1.39M
|
602K
$15.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-50.7K- 65.79% |
$1.35M - $1.51M
|
26.4K
$680K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-52.9K- 34.49% |
$1.41M - $1.58M
|
100K
$2.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55.1K- 36.74% |
$1.47M - $1.65M
|
94.8K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-57K- 15.75% |
$1.52M - $1.7M
|
305K
$7.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-58.6K- 85.14% |
$1.56M - $1.75M
|
10.2K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-63K- 67.38% |
$1.68M - $1.88M
|
30.5K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-71.4K- 3.81% |
$1.9M - $2.13M
|
1.8M
$46.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-72.5K- 2.0% |
$1.93M - $2.17M
|
3.55M
$91.4M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-78K- 0.14% |
$2.08M - $2.33M
|
54.9M
$1.41B
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-82.6K- 58.19% |
$2.21M - $2.47M
|
59.4K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-89.8K- 38.26% |
$2.4M - $2.68M
|
145K
$3.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-129K- 14.22% |
$3.46M - $3.87M
|
781K
$20.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-132K- 21.82% |
$3.52M - $3.94M
|
473K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-138K- 8.62% |
$3.69M - $4.13M
|
1.47M
$37.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-150K- 66.83% |
$4.02M - $4.5M
|
74.7K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-179K- 9.33% |
$4.79M - $5.36M
|
1.74M
$44.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-201K- 5.79% |
$5.35M - $5.99M
|
3.26M
$84.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-214K- 91.73% |
$5.71M - $6.39M
|
19.3K
$497K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-223K- 31.1% |
$5.94M - $6.65M
|
493K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-267K- 18.6% |
$7.12M - $7.97M
|
1.17M
$30.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-426K- 74.21% |
$11.4M - $12.7M
|
148K
$3.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-564K- 40.87% |
$15.1M - $16.8M
|
816K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.09M- 6.09% |
$29M - $32.5M
|
16.8M
$432M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.3M- 33.93% |
$34.6M - $38.7M
|
2.52M
$65M
|