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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.43KNew |
$228K - $266K
|
8.43K
$217K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
8.12KNew |
$219K - $256K
|
8.12K
$209K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8KNew |
$216K - $252K
|
8K
$206K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.8KNew |
$211K - $246K
|
7.8K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.78KNew |
$210K - $245K
|
7.78K
$200K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7.48KNew |
$202K - $236K
|
7.48K
$193K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
7.37KNew |
$199K - $233K
|
7.37K
$190K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.22KNew |
$195K - $228K
|
7.22K
$186K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.2KNew |
$195K - $227K
|
7.2K
$186K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6.86KNew |
$185K - $217K
|
6.86K
$177K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.79K+ 7.23% |
$184K - $214K
|
101K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.7KNew |
$181K - $212K
|
6.7K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.37K+ 7.09% |
$172K - $201K
|
96.1K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.33K+ 24.98% |
$171K - $200K
|
31.6K
$815K
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.27K+ 4.91% |
$169K - $198K
|
134K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5.62KNew |
$152K - $177K
|
5.62K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.56KNew |
$150K - $176K
|
5.56K
$143K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
5.44K+ 14.72% |
$147K - $172K
|
42.4K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.83K+ 22.16% |
$131K - $153K
|
26.7K
$687K
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.7K+ 9.15% |
$127K - $148K
|
56.1K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.4K+ 32.97% |
$119K - $139K
|
17.7K
$457K
|
|
|
Feb 10, 2023
Q4 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
4.15K+ 3.43% |
$112K - $131K
|
125K
$3.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4K+ 3.48% |
$108K - $126K
|
119K
$3.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.99K+ 2.42% |
$108K - $126K
|
169K
$4.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.82K+ 59.46% |
$103K - $120K
|
10.2K
$264K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.72K+ 11.8% |
$101K - $117K
|
35.2K
$908K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.6KNew |
$97.4K - $114K
|
3.6K
$92.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
3.34K+ 0.74% |
$90.2K - $105K
|
457K
$11.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.31K+ 39.46% |
$89.5K - $104K
|
11.7K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.13K+ 1.3% |
$84.6K - $98.7K
|
243K
$6.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.81KNew |
$75.9K - $88.6K
|
2.81K
$72.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.69K+ 36.61% |
$72.8K - $85K
|
10K
$259K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.68KNew |
$72.4K - $84.5K
|
2.68K
$69K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.62KNew |
$71K - $82.8K
|
2.62K
$67.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.49K+ 20.07% |
$67.4K - $78.7K
|
14.9K
$384K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.17KNew |
$58.6K - $68.4K
|
2.17K
$55.9K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2K+ 2.21% |
$54.1K - $63.1K
|
92.3K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.94K+ 5.07% |
$52.4K - $61.1K
|
40.1K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.85K+ 24.63% |
$50K - $58.4K
|
9.36K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
1.79K+ 5.63% |
$48.3K - $56.4K
|
33.5K
$864K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.77K+ 57.85% |
$47.8K - $55.8K
|
4.82K
$124K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.74K+ 1.95% |
$46.9K - $54.8K
|
90.5K
$2.33M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$46.2K - $53.9K
|
1.71K
$44K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.69K+ 6.18% |
$45.7K - $53.3K
|
29K
$748K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.69K+ 39.7% |
$45.6K - $53.2K
|
5.93K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.51K+ 10.45% |
$40.8K - $47.6K
|
15.9K
$411K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.49K+ 54.22% |
$40.3K - $47K
|
4.24K
$109K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.41K+ 1963.89% |
$38.2K - $44.6K
|
1.49K
$38.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
$36.7K - $42.9K
|
1.36K
$35K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.02KNew |
$27.5K - $32.1K
|
1.02K
$26.2K
|