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 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-354- 31.03% |
$9.57K - $11.2K
|
787
$20.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-446- 61.6% |
$12.1K - $14.1K
|
278
$7.16K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-508- 2.24% |
$13.7K - $16K
|
22.2K
$571K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-637- 1.68% |
$17.2K - $20.1K
|
37.4K
$963K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-696- 5.96% |
$18.8K - $22K
|
11K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-803- 1.47% |
$21.7K - $25.3K
|
54K
$1.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-988- 5.79% |
$26.7K - $31.2K
|
16.1K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.02K- 4.4% |
$27.5K - $32.1K
|
22.1K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.16K- 3.0% |
$31.4K - $36.7K
|
37.6K
$968K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.32K- 2.69% |
$35.6K - $41.5K
|
47.5K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.33K- 13.31% |
$35.9K - $41.9K
|
8.66K
$223K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.35K- 0.08% |
$36.6K - $42.7K
|
1.61M
$41.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.37K- 9.2% |
$37K - $43.2K
|
13.5K
$348K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.87K- 17.38% |
$50.6K - $59K
|
8.89K
$229K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.01K- 11.09% |
$54.2K - $63.3K
|
16.1K
$414K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.78K- 19.47% |
$75.2K - $87.8K
|
11.5K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.82K- 5.1% |
$76.2K - $88.9K
|
52.4K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.86K- 1.39% |
$77.4K - $90.3K
|
203K
$5.23M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.91K- 20.34% |
$78.7K - $91.9K
|
11.4K
$294K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.93K- 90.3% |
$79.3K - $92.6K
|
315
$8.12K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.09K- 6.12% |
$83.6K - $97.6K
|
47.4K
$1.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.13K- 23.67% |
$84.6K - $98.7K
|
10.1K
$260K
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-3.23K- 14.38% |
$87.3K - $102K
|
19.2K
$495K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.5K- 2.61% |
$94.6K - $110K
|
130K
$3.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.7K- 10.18% |
$100K - $117K
|
32.6K
$841K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.93K- 20.74% |
$106K - $124K
|
15K
$387K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5.42K- 98.8% |
$147K - $171K
|
66
$1.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.44K- 12.94% |
$147K - $172K
|
36.6K
$944K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.53K- 4.49% |
$150K - $175K
|
118K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.88K- 9.25% |
$159K - $185K
|
57.7K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.43K- 11.81% |
$174K - $203K
|
48K
$1.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.63K- 15.64% |
$179K - $209K
|
35.7K
$921K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-6.66K- 7.47% |
$180K - $210K
|
82.5K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7.75K- 18.02% |
$209K - $244K
|
35.2K
$908K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.96K- 41.54% |
$215K - $251K
|
11.2K
$289K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-8.33K- 65.04% |
$225K - $263K
|
4.48K
$115K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.5K- 8.48% |
$230K - $268K
|
91.6K
$2.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.59K- 14.53% |
$232K - $271K
|
50.5K
$1.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-9.38K- 13.47% |
$254K - $296K
|
60.2K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.74K- 3.6% |
$263K - $307K
|
261K
$6.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 8.06% |
$284K - $331K
|
120K
$3.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.7K- 38.97% |
$342K - $400K
|
19.8K
$511K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13.1K- 34.12% |
$354K - $414K
|
25.3K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.4K- 95.43% |
$361K - $422K
|
640
$16.5K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.5K- 10.84% |
$393K - $459K
|
120K
$3.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-15.2K- 13.36% |
$411K - $480K
|
98.7K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16K- 45.51% |
$433K - $506K
|
19.2K
$494K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 54.79% |
$454K - $530K
|
13.9K
$357K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-21.2K- 22.03% |
$572K - $668K
|
74.9K
$1.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21.6K- 38.16% |
$583K - $681K
|
35K
$901K
|