Purchases and Sales Made in Q4 2021 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
88+ 4.78% |
$3.57K - $3.85K
|
1.93K
$49.7K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
72New |
$2.92K - $3.15K
|
72
$1.86K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
59New |
$2.39K - $2.58K
|
59
$1.52K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
55+ 2.56% |
$2.23K - $2.4K
|
2.21K
$56.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52+ 2.01% |
$2.11K - $2.27K
|
2.64K
$68.1K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
46New |
$1.86K - $2.01K
|
46
$1.19K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
45+ 0.64% |
$1.82K - $1.97K
|
7.09K
$183K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
35+ 81.4% |
$1.42K - $1.53K
|
78
$2.01K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
24+ 1.35% |
$972 - $1.05K
|
1.81K
$46.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24New |
$972 - $1.05K
|
24
$618
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23+ 9.62% |
$932 - $1.01K
|
262
$6.75K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
20New |
$810 - $874
|
20
$515
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
17New |
$689 - $743
|
17
$438
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12+ 9.92% |
$486 - $525
|
133
$3.43K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 0.63% |
$365 - $393
|
1.44K
$37.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
6New |
$243 - $262
|
6
$155
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.14% |
$40.5 - $43.7
|
701
$18.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$40.5 - $43.7
|
9.73K
$251K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
1+ 0.49% |
$40.5 - $43.7
|
205
$5.28K
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-19- 0.36% |
$770 - $831
|
5.3K
$137K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-25Closed |
$1.01K - $1.09K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-33Closed |
$1.34K - $1.44K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-36- 6.84% |
$1.46K - $1.57K
|
490
$12.6K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-37Closed |
$1.5K - $1.62K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-45- 2.46% |
$1.82K - $1.97K
|
1.78K
$45.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47Closed |
$1.9K - $2.05K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-73Closed |
$2.96K - $3.19K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-90- 1.14% |
$3.65K - $3.93K
|
7.82K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-98- 24.5% |
$3.97K - $4.28K
|
302
$7.78K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-100Closed |
$4.05K - $4.37K
|
0
$0
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-138- 39.77% |
$5.59K - $6.03K
|
209
$5.39K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-142- 7.24% |
$5.75K - $6.21K
|
1.82K
$46.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-182Closed |
$7.37K - $7.96K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-297- 1.51% |
$12K - $13K
|
19.4K
$501K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-300- 65.08% |
$12.2K - $13.1K
|
161
$4.15K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-407- 6.63% |
$16.5K - $17.8K
|
5.74K
$148K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-413- 1.2% |
$16.7K - $18.1K
|
34K
$875K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-415Closed |
$16.8K - $18.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-455- 0.62% |
$18.4K - $19.9K
|
72.9K
$1.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-484- 2.56% |
$19.6K - $21.2K
|
18.4K
$475K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-541- 3.67% |
$21.9K - $23.7K
|
14.2K
$365K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-591- 2.16% |
$23.9K - $25.8K
|
26.8K
$691K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-620- 7.11% |
$25.1K - $27.1K
|
8.1K
$209K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-818Closed |
$33.1K - $35.8K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-825Closed |
$33.4K - $36.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-864- 10.65% |
$35K - $37.8K
|
7.25K
$187K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-880Closed |
$35.7K - $38.5K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-969- 4.76% |
$39.3K - $42.4K
|
19.4K
$499K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-996- 18.65% |
$40.4K - $43.5K
|
4.35K
$112K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.12K- 5.2% |
$45.4K - $49K
|
20.4K
$526K
|