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 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
941+ 13.32% |
$25.4K - $29.7K
|
8.01K
$206K
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
689+ 0.64% |
$18.6K - $21.7K
|
108K
$2.78M
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
596+ 2.13% |
$16.1K - $18.8K
|
28.6K
$737K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
512New |
$13.8K - $16.2K
|
512
$13.2K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
499New |
$13.5K - $15.7K
|
499
$12.9K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
464+ 44.02% |
$12.5K - $14.6K
|
1.52K
$39.1K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
433+ 26.79% |
$11.7K - $13.7K
|
2.05K
$52.8K
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
415+ 1.1% |
$11.2K - $13.1K
|
38.2K
$986K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
385+ 2.09% |
$10.4K - $12.2K
|
18.8K
$484K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
330New |
$8.92K - $10.4K
|
330
$8.5K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
329+ 4.96% |
$8.9K - $10.4K
|
6.97K
$180K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
320New |
$8.65K - $10.1K
|
320
$8.25K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
317+ 3170.0% |
$8.57K - $10K
|
327
$8.43K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
287New |
$7.76K - $9.06K
|
287
$7.4K
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
276+ 0.73% |
$7.46K - $8.71K
|
38.2K
$985K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
253+ 33.6% |
$6.84K - $7.98K
|
1.01K
$25.9K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
228New |
$6.17K - $7.2K
|
228
$5.88K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
185New |
$5K - $5.84K
|
185
$4.77K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
149+ 34.81% |
$4.03K - $4.7K
|
577
$14.9K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
136+ 0.96% |
$3.68K - $4.29K
|
14.3K
$369K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
106+ 12.46% |
$2.87K - $3.35K
|
957
$24.7K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
97New |
$2.62K - $3.06K
|
97
$2.5K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
71New |
$1.92K - $2.24K
|
71
$1.83K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
59New |
$1.6K - $1.86K
|
59
$1.52K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
54+ 0.52% |
$1.46K - $1.7K
|
10.4K
$268K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
27New |
$730 - $852
|
27
$696
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24New |
$649 - $757
|
24
$618
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23+ 1.77% |
$622 - $726
|
1.32K
$34K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 14.81% |
$541 - $631
|
155
$3.99K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
16+ 21.62% |
$433 - $505
|
90
$2.32K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 28.05% |
$622 - $726
|
59
$1.52K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-24- 34.29% |
$649 - $757
|
46
$1.19K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-35- 50.0% |
$946 - $1.1K
|
35
$902
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38- 0.04% |
$1.03K - $1.2K
|
96.4K
$2.48M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46- 4.67% |
$1.24K - $1.45K
|
940
$24.2K
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-56- 0.61% |
$1.51K - $1.77K
|
9.15K
$236K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-57- 86.36% |
$1.54K - $1.8K
|
9
$232
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-58- 24.79% |
$1.57K - $1.83K
|
176
$4.54K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-71- 1.88% |
$1.92K - $2.24K
|
3.7K
$95.3K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-74- 0.76% |
$2K - $2.34K
|
9.61K
$248K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-115- 58.08% |
$3.11K - $3.63K
|
83
$2.14K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-174- 0.79% |
$4.7K - $5.49K
|
22K
$567K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-177- 37.03% |
$4.79K - $5.59K
|
301
$7.76K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-187- 4.24% |
$5.06K - $5.9K
|
4.22K
$109K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-211- 61.16% |
$5.71K - $6.66K
|
134
$3.45K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-213- 1.55% |
$5.76K - $6.72K
|
13.5K
$348K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-255- 0.64% |
$6.9K - $8.05K
|
39.5K
$1.02M
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-256- 2.12% |
$6.92K - $8.08K
|
11.8K
$305K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-295- 0.08% |
$7.98K - $9.31K
|
378K
$9.74M
|