Purchases and Sales Made in Q4 2022 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19.4M+ 60.33% |
$525M - $613M
|
51.6M
$1.35B
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.64M+ 11.02% |
$71.4M - $83.3M
|
26.6M
$695M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
1.07M+ 4.09% |
$29M - $33.9M
|
27.3M
$714M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
924K+ 25.75% |
$25M - $29.2M
|
4.51M
$118M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
888K+ 86.79% |
$24M - $28M
|
1.91M
$49.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
833K+ 2411.23% |
$22.5M - $26.3M
|
868K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
730K+ 53.16% |
$19.7M - $23M
|
2.1M
$54.9M
|
|
|
Feb 13, 2023
Q4 2022
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
622KNew |
$16.8M - $19.6M
|
622K
$16.2M
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
576KNew |
$15.6M - $18.2M
|
576K
$15M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
563K+ 54.41% |
$15.2M - $17.8M
|
1.6M
$41.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
526KNew |
$14.2M - $16.6M
|
526K
$13.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
508KNew |
$13.7M - $16M
|
508K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
506K+ 2116.76% |
$13.7M - $16M
|
530K
$13.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
502KNew |
$13.6M - $15.8M
|
502K
$13.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
444K+ 8.18% |
$12M - $14M
|
5.87M
$153M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
370K+ 1858.04% |
$10M - $11.7M
|
390K
$10.2M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
347K+ 2827.73% |
$9.39M - $11M
|
360K
$9.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
287K+ 1320.67% |
$7.75M - $9.05M
|
308K
$8.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
272KNew |
$7.36M - $8.59M
|
272K
$7.11M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
262K+ 342.77% |
$7.08M - $8.26M
|
338K
$8.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
258KNew |
$6.98M - $8.14M
|
258K
$6.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
257K+ 751.23% |
$6.94M - $8.1M
|
291K
$7.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
240K+ 107.24% |
$6.5M - $7.59M
|
465K
$12.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
224KNew |
$6.06M - $7.07M
|
224K
$5.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
214K+ 465.45% |
$5.79M - $6.76M
|
260K
$6.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
189KNew |
$5.1M - $5.95M
|
189K
$4.93M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
182KNew |
$4.91M - $5.73M
|
182K
$4.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
167K+ 13.53% |
$4.51M - $5.26M
|
1.4M
$36.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
160K+ 391.44% |
$4.32M - $5.04M
|
201K
$5.24M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
138K+ 26.47% |
$3.74M - $4.36M
|
660K
$17.2M
|
|
|
Apr 27, 2023
Q4 2022
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
131KNew |
$3.54M - $4.14M
|
131K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
120KNew |
$3.25M - $3.79M
|
120K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
118KNew |
$3.19M - $3.73M
|
118K
$3.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
112K+ 113.68% |
$3.04M - $3.54M
|
211K
$5.51M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
109KNew |
$2.95M - $3.44M
|
109K
$2.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
92.7K+ 162.37% |
$2.51M - $2.93M
|
150K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
86.6K+ 412338.09% |
$2.34M - $2.73M
|
86.6K
$2.26M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
77.8KNew |
$2.1M - $2.46M
|
77.8K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
70.3KNew |
$1.9M - $2.22M
|
70.3K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
69.4K+ 17492.7% |
$1.88M - $2.19M
|
69.8K
$1.82M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
63KNew |
$1.7M - $1.99M
|
63K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.4K+ 329.6% |
$1.69M - $1.97M
|
81.3K
$2.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
57.9KNew |
$1.56M - $1.83M
|
57.9K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
55.9KNew |
$1.51M - $1.76M
|
55.9K
$1.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
50.2K+ 226.14% |
$1.36M - $1.58M
|
72.4K
$1.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49K+ 254.94% |
$1.33M - $1.55M
|
68.3K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.8K+ 229.22% |
$1.26M - $1.48M
|
67.2K
$1.75M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
46.3KNew |
$1.25M - $1.46M
|
46.3K
$1.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
44.4KNew |
$1.2M - $1.4M
|
44.4K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
43.3K+ 241.6% |
$1.17M - $1.37M
|
61.2K
$1.6M
|