Purchases and Sales Made in Q4 2022 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 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 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
42.9K
New
$1.16M - $1.36M
42.9K $1.11M
Jan 27, 2023 Q4 2022
Mc Adam, LLC

BUY
 -
42.4K
+ 13.78%
$1.15M - $1.34M
350K $9.03M
Feb 14, 2023 Q4 2022
Mcmorgan & CO LLC

San Francisco, CA
BUY
 -
38.7K
+ 6.12%
$1.05M - $1.22M
670K $17.3M
Feb 07, 2023 Q4 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
38.3K
New
$1.04M - $1.21M
38.3K $988K
Jan 20, 2023 Q4 2022
Goodman Advisory Group, LLC

BUY
 -
36K
+ 240.17%
$973K - $1.14M
51K $1.31M
Feb 02, 2023 Q4 2022
Dfpg Investments, LLC

BUY
 -
32.3K
New
$874K - $1.02M
32.3K $833K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
31.1K
+ 49.57%
$841K - $982K
93.9K $2.42M
Jan 25, 2023 Q4 2022
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
30.5K
New
$824K - $962K
30.5K $786K
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
30.4K
+ 108.21%
$823K - $961K
58.6K $1.51M
Feb 07, 2023 Q4 2022
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
30.4K
New
$822K - $959K
30.4K $783K
Jan 03, 2023 Q4 2022
Xr Securities LLC

BUY
 -
26.6K
New
$719K - $839K
26.6K $685K
Feb 09, 2023 Q4 2022
Tempus Wealth Planning, LLC

BUY
 -
25.7K
New
$695K - $811K
25.7K $662K
Jan 31, 2023 Q4 2022
Austin Private Wealth, LLC

BUY
 -
24.5K
New
$662K - $772K
24.5K $631K
Jan 26, 2023 Q4 2022
First National Corp

BUY
 -
23.1K
+ 51.0%
$626K - $730K
68.5K $1.77M
Feb 02, 2023 Q4 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
22.9K
+ 154.59%
$620K - $723K
37.8K $973K
Feb 10, 2023 Q4 2022
O'Brien Wealth Partners LLC

BUY
 -
21.3K
+ 4.75%
$576K - $672K
470K $12.1M
Jan 25, 2023 Q4 2022
S. R. Schill & Associates

Mercer Island, WA
BUY
 -
20.6K
+ 13.23%
$557K - $650K
176K $4.55M
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
20K
New
$540K - $630K
20K $514K
Feb 08, 2023 Q4 2022
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
19.5K
New
$528K - $616K
19.5K $503K
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
19K
+ 79.09%
$514K - $600K
43K $1.11M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
18K
+ 1.2%
$486K - $568K
1.52M $39.2M
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
17.7K
New
$479K - $559K
17.7K $457K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
17.6K
+ 202.36%
$476K - $556K
26.3K $678K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
17.5K
+ 62.78%
$473K - $553K
45.4K $1.17M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
17.4K
+ 45.67%
$472K - $550K
55.6K $1.43M
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
17.4K
+ 67.16%
$469K - $548K
43.2K $1.11M
Feb 09, 2023 Q4 2022
Detalus Advisors, LLC

BUY
 -
15.9K
+ 24.47%
$431K - $503K
81.1K $2.09M
Mar 02, 2023 Q4 2022
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
15.8K
New
$427K - $498K
15.8K $407K
Jan 06, 2023 Q4 2022
Boltwood Capital Management

BUY
 -
15K
+ 56.59%
$406K - $474K
41.6K $1.07M
Feb 06, 2023 Q4 2022
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
14.7K
New
$398K - $464K
14.7K $379K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
14.4K
New
$389K - $455K
14.4K $371K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
14.4K
New
$389K - $455K
14.4K $371K
Jan 30, 2023 Q4 2022
Tevis Investment Management

BUY
 -
13.7K
New
$370K - $431K
13.7K $352K
Jan 20, 2023 Q4 2022
Hedeker Wealth, LLC

BUY
 -
13.1K
+ 53.32%
$354K - $413K
37.6K $970K
Jan 17, 2023 Q4 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
12.1K
+ 92.15%
$328K - $383K
25.3K $653K
Feb 14, 2023 Q4 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
11.3K
+ 5.43%
$305K - $357K
219K $5.65M
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
11.2K
+ 9.47%
$304K - $355K
130K $3.35M
Feb 06, 2023 Q4 2022
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
11.2K
New
$302K - $352K
11.2K $287K
Jan 05, 2023 Q4 2022
Capital Investment Advisors, LLC

BUY
 -
11.1K
New
$299K - $349K
11.1K $285K
Jan 26, 2023 Q4 2022
Charles Schwab Trust CO

BUY
 -
10.7K
+ 29.93%
$288K - $336K
46.3K $1.19M
Feb 07, 2023 Q4 2022
Main Street Financial Solutions, LLC

BUY
 -
10.1K
New
$273K - $319K
10.1K $260K
Feb 21, 2023 Q4 2022
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
9.54K
New
$258K - $301K
9.54K $246K
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
9.33K
New
$252K - $295K
9.33K $241K
Feb 13, 2023 Q4 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
9.17K
New
$248K - $289K
9.17K $236K
Jun 13, 2023 Q4 2022
Life Guide Financial Advisors, LLC

BUY
 -
9.03K
New
$244K - $285K
9.03K $233K
Jan 17, 2023 Q4 2022
Life Guide Financial Advisors, LLC

BUY
 -
9.03K
New
$244K - $285K
9.03K $233K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
8.78K
+ 145.05%
$237K - $277K
14.8K $382K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
8.77K
New
$237K - $277K
8.77K $226K
Mar 08, 2023 Q4 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
8.54K
New
$231K - $269K
8.54K $220K

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