Purchases and Sales Made in Q4 2021 in Spdr Portfolio Long Term Treas (SPTL)

SPTL Quotes by TradingView

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 10, 2022 Q4 2021
Boltwood Capital Management

SELL
 -
-1.35K
- 11.87%
$54.7K - $59K
10K $258K
Feb 01, 2022 Q4 2021
Capital Investment Advisory Services, LLC

SELL
 -
-1.38K
- 16.38%
$55.7K - $60.1K
7.02K $181K
Apr 19, 2024 Q4 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-1.51K
- 16.52%
$61.3K - $66.1K
7.65K $197K
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-1.59K
- 6.79%
$64.3K - $69.3K
21.8K $561K
Feb 11, 2022 Q4 2021
True North Advisors, LLC

SELL
 -
-1.69K
- 22.72%
$68.4K - $73.8K
5.75K $148K
Jan 21, 2022 Q4 2021
Allworth Financial LP

SELL
 -
-1.94K
- 94.48%
$78.4K - $84.6K
113 $2.91K
Feb 17, 2022 Q4 2021
V Wealth Advisors LLC

SELL
 -
-2.85K
- 2.98%
$115K - $124K
92.6K $2.39M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-3.15K
Closed
$128K - $138K
0 $0
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-3.49K
- 30.22%
$141K - $152K
8.05K $207K
Jan 24, 2022 Q4 2021
Avantax Advisory Services, Inc.

SELL
 -
-3.58K
- 4.05%
$145K - $157K
84.8K $2.18M
Feb 04, 2022 Q4 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-4.57K
- 31.21%
$185K - $200K
10.1K $259K
Feb 11, 2022 Q4 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-4.68K
- 5.06%
$190K - $205K
87.7K $2.26M
Feb 11, 2022 Q4 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-5.63K
Closed
$228K - $246K
0 $0
Jan 13, 2022 Q4 2021
Apella Capital, LLC

SELL
 -
-5.64K
Closed
$228K - $246K
0 $0
Jan 21, 2022 Q4 2021
Diligent Investors, LLC

SELL
 -
-6.19K
Closed
$251K - $271K
0 $0
Jul 24, 2024 Q4 2021
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-8.14K
Closed
$330K - $356K
0 $0
Jan 14, 2022 Q4 2021
Charles Schwab Trust CO

SELL
 -
-9.22K
- 11.41%
$374K - $403K
71.6K $1.85M
Jan 25, 2022 Q4 2021
Genesee Capital Advisors, LLC

SELL
 -
-10.3K
- 8.09%
$417K - $449K
117K $3.01M
Feb 04, 2022 Q4 2021
Wintrust Investments LLC

Chicago, IL
SELL
 -
-10.7K
Closed
$432K - $466K
0 $0
Feb 14, 2022 Q4 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-11K
- 8.9%
$448K - $483K
113K $2.92M
Feb 11, 2022 Q4 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-13.5K
- 38.4%
$548K - $591K
21.7K $559K
Feb 08, 2022 Q4 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-14K
Closed
$567K - $611K
0 $0
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-15.4K
Closed
$624K - $673K
0 $0
Jan 31, 2022 Q4 2021
Horizon Financial Services, LLC

SELL
 -
-18K
- 37.33%
$731K - $789K
30.3K $780K
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

SELL
 -
-18.4K
- 19.93%
$745K - $803K
73.8K $1.9M
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-20.5K
- 19.08%
$832K - $897K
87K $2.24M
Feb 15, 2022 Q4 2021
Betterment LLC

New York, NY
SELL
 -
-20.8K
- 6.3%
$843K - $910K
309K $7.97M
Feb 11, 2022 Q4 2021
First Heartland Consultants, Inc.

SELL
 -
-22.7K
- 18.67%
$919K - $991K
98.8K $2.55M
Feb 14, 2022 Q4 2021
Hrt Financial LP

New York, NY
SELL
 -
-24.1K
Closed
$975K - $1.05M
0 $0
Feb 10, 2022 Q4 2021
Lockheed Martin Investment Management CO

Bethesda, MD
SELL
 -
-30K
- 6.0%
$1.22M - $1.31M
470K $12.1M
Feb 04, 2022 Q4 2021
Advisory Alpha, LLC

SELL
 -
-42.7K
- 26.95%
$1.73M - $1.87M
116K $2.98M
Feb 11, 2022 Q4 2021
Sawtooth Solutions, LLC

SELL
 -
-43.4K
- 52.44%
$1.76M - $1.9M
39.4K $1.02M
Feb 09, 2022 Q4 2021
55 I, LLC

Boston, MA
SELL
 -
-44.9K
- 12.92%
$1.82M - $1.96M
302K $7.79M
Jan 27, 2022 Q4 2021
Krilogy Financial LLC

SELL
 -
-45.6K
- 11.23%
$1.85M - $2M
361K $9.3M
Feb 04, 2022 Q4 2021
Alpha Star Capital Management, LLC

SELL
 -
-47K
- 14.27%
$1.91M - $2.06M
283K $7.28M
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-61.3K
- 96.33%
$2.49M - $2.68M
2.34K $60.2K
Jan 20, 2022 Q4 2021
Money Design Co.,Ltd.

SELL
 -
-64.2K
- 13.86%
$2.6M - $2.81M
399K $10.3M
Feb 14, 2022 Q4 2021
Two Sigma Securities, LLC

New York, NY
SELL
 -
-71.1K
- 90.93%
$2.88M - $3.11M
7.09K $183K
Mar 10, 2022 Q4 2021
Friedenthal Financial

SELL
 -
-105K
Closed
$4.25M - $4.58M
0 $0
Feb 02, 2022 Q4 2021
Tradewinds Capital Management, LLC

SELL
 -
-127K
- 19.41%
$5.16M - $5.57M
529K $13.6M
Feb 10, 2022 Q4 2021
Jump Financial, LLC

Chicago, IL
SELL
 -
-129K
Closed
$5.24M - $5.65M
0 $0
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-132K
Closed
$5.33M - $5.76M
0 $0
Feb 14, 2023 Q4 2021
All Gen Financial Advisors, Inc.

Orlando, FL
SELL
 -
-197K
- 43.17%
$8M - $8.63M
260K $6.7M
Feb 14, 2022 Q4 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-205K
- 64.75%
$8.3M - $8.95M
112K $2.87M
Feb 02, 2022 Q4 2021
Tectonic Advisors LLC

Plano, TX
SELL
 -
-384K
- 99.95%
$15.6M - $16.8M
209 $5.39K
Oct 02, 2024 Q4 2021
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-584K
Closed
$23.7M - $25.5M
0 $0
Feb 14, 2022 Q4 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-766K
Closed
$31.1M - $33.5M
0 $0
Feb 02, 2022 Q4 2021
Intelligence Driven Advisers, LLC

SELL
 -
-2.13M
- 75.79%
$86.1M - $92.9M
679K $17.5M
Feb 14, 2022 Q4 2021
Morgan Stanley

New York, NY
SELL
 -
-2.62M
- 77.51%
$106M - $114M
759K $19.6M

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