Purchases and Sales Made in Q4 2023 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q4 2023. 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 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.7M+ 537.39% |
$263M - $315M
|
12.7M
$332M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.81MNew |
$93.5M - $112M
|
3.81M
$99.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.54MNew |
$87M - $104M
|
3.54M
$92.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.1MNew |
$76.1M - $91.3M
|
3.1M
$81M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.18M+ 6.47% |
$53.5M - $64.1M
|
35.9M
$936M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.96M+ 4.46% |
$48.2M - $57.8M
|
46M
$1.2B
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
1.49MNew |
$36.6M - $43.9M
|
1.49M
$38.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.38MNew |
$33.8M - $40.5M
|
1.38M
$35.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.33MNew |
$32.7M - $39.2M
|
1.33M
$34.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.31M+ 3.68% |
$32.1M - $38.5M
|
36.8M
$962M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.12M+ 13.35% |
$27.6M - $33.1M
|
9.54M
$249M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09M+ 2004.14% |
$26.7M - $32M
|
1.14M
$29.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
981K+ 1965.63% |
$24.1M - $28.9M
|
1.03M
$26.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
925KNew |
$22.7M - $27.2M
|
925K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
894K+ 222.21% |
$21.9M - $26.3M
|
1.3M
$33.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
828KNew |
$20.3M - $24.4M
|
828K
$21.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
797KNew |
$19.6M - $23.5M
|
797K
$20.8M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
681KNew |
$16.7M - $20M
|
681K
$17.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
681KNew |
$16.7M - $20M
|
681K
$17.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
676KNew |
$16.6M - $19.9M
|
676K
$17.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
672K+ 22.76% |
$16.5M - $19.8M
|
3.62M
$94.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
628KNew |
$15.4M - $18.5M
|
628K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
572K+ 2860.16% |
$14.1M - $16.9M
|
593K
$15.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
546KNew |
$13.4M - $16.1M
|
546K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
506K+ 1859.11% |
$12.4M - $14.9M
|
533K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
500KNew |
$12.3M - $14.7M
|
500K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
494K+ 39.42% |
$12.1M - $14.5M
|
1.75M
$45.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
426K+ 31.12% |
$10.5M - $12.6M
|
1.8M
$46.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
421K+ 610.16% |
$10.3M - $12.4M
|
490K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
402KNew |
$9.87M - $11.8M
|
402K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
397K+ 1638.7% |
$9.74M - $11.7M
|
421K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
385K+ 405.24% |
$9.45M - $11.3M
|
480K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
373KNew |
$9.15M - $11M
|
373K
$9.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
362K+ 46.65% |
$8.89M - $10.7M
|
1.14M
$29.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
358KNew |
$8.79M - $10.5M
|
358K
$9.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
345K+ 72.0% |
$8.48M - $10.2M
|
825K
$21.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
318K+ 721.02% |
$7.8M - $9.36M
|
362K
$9.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
303K+ 61.51% |
$7.43M - $8.91M
|
795K
$20.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
272K+ 12.86% |
$6.68M - $8.01M
|
2.39M
$62.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
269K+ 335.25% |
$6.61M - $7.92M
|
349K
$9.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
266K+ 27.07% |
$6.52M - $7.82M
|
1.25M
$32.6M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
242KNew |
$5.95M - $7.13M
|
242K
$6.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
228KNew |
$5.6M - $6.72M
|
228K
$5.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
226K+ 3.28% |
$5.54M - $6.64M
|
7.11M
$186M
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
222KNew |
$5.45M - $6.54M
|
222K
$5.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
218K+ 103.83% |
$5.34M - $6.41M
|
427K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
215KNew |
$5.27M - $6.32M
|
215K
$5.61M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
203KNew |
$4.99M - $5.98M
|
203K
$5.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
194KNew |
$4.76M - $5.71M
|
194K
$5.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
176KNew |
$4.31M - $5.17M
|
176K
$4.59M
|