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 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
169KNew |
$4.15M - $4.97M
|
169K
$4.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
163KNew |
$4.01M - $4.81M
|
163K
$4.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
156K+ 26.48% |
$3.82M - $4.58M
|
743K
$19.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
155KNew |
$3.8M - $4.56M
|
155K
$3.99M
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
149K+ 643.84% |
$3.65M - $4.38M
|
172K
$4.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
147K+ 814.89% |
$3.62M - $4.34M
|
166K
$4.27M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
141KNew |
$3.46M - $4.15M
|
141K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
139KNew |
$3.42M - $4.1M
|
139K
$3.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
135K+ 6.53% |
$3.31M - $3.97M
|
2.2M
$56.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
111KNew |
$2.72M - $3.27M
|
111K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
108KNew |
$2.66M - $3.19M
|
108K
$2.79M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
102KNew |
$2.51M - $3.01M
|
102K
$2.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
102K+ 46.88% |
$2.5M - $2.99M
|
319K
$8.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
98.3KNew |
$2.41M - $2.89M
|
98.3K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
92.5KNew |
$2.27M - $2.72M
|
92.5K
$2.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
90.8K+ 111.41% |
$2.23M - $2.67M
|
172K
$4.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
80.6KNew |
$1.98M - $2.37M
|
80.6K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
78.5K+ 30.94% |
$1.93M - $2.31M
|
332K
$8.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78.4K+ 10.6% |
$1.93M - $2.31M
|
818K
$21.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
77.4K+ 49.04% |
$1.9M - $2.28M
|
235K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
76.8K+ 22664.31% |
$1.89M - $2.26M
|
77.2K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
75.9K+ 20.57% |
$1.86M - $2.23M
|
445K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
74.5K+ 12.56% |
$1.83M - $2.19M
|
668K
$17.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
73.9K+ 8.04% |
$1.81M - $2.18M
|
993K
$25.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
70.3K+ 21.78% |
$1.73M - $2.07M
|
393K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
69.7KNew |
$1.71M - $2.05M
|
69.7K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
69.4K+ 14.56% |
$1.7M - $2.04M
|
546K
$14.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
65K+ 27.77% |
$1.6M - $1.91M
|
299K
$7.71M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
64.4KNew |
$1.58M - $1.9M
|
64.4K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
62.5K+ 79124.05% |
$1.53M - $1.84M
|
62.6K
$1.61M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
58.1K+ 264159.09% |
$1.43M - $1.71M
|
58.1K
$1.5M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
52.2KNew |
$1.28M - $1.54M
|
52.2K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
49.6KNew |
$1.22M - $1.46M
|
49.6K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.6K+ 49.76% |
$1.22M - $1.46M
|
149K
$3.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
47.9KNew |
$1.18M - $1.41M
|
47.9K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
45.2K+ 31.61% |
$1.11M - $1.33M
|
188K
$4.85M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
45.1K+ 9.52% |
$1.11M - $1.33M
|
519K
$13.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43K+ 24.48% |
$1.06M - $1.27M
|
219K
$5.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
41.3K+ 76.9% |
$1.01M - $1.22M
|
95.1K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.5K+ 59.58% |
$995K - $1.19M
|
109K
$2.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
39.7K+ 209063.16% |
$975K - $1.17M
|
39.7K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
39.3K+ 422.67% |
$964K - $1.16M
|
48.6K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.3K+ 107.62% |
$939K - $1.13M
|
73.8K
$1.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
35.7KNew |
$876K - $1.05M
|
35.7K
$920K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
35.5KNew |
$873K - $1.05M
|
35.5K
$916K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
35K+ 7.35% |
$859K - $1.03M
|
511K
$13.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34.3K+ 7.92% |
$841K - $1.01M
|
467K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
32.2K+ 20.56% |
$791K - $948K
|
189K
$4.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.9KNew |
$734K - $880K
|
29.9K
$770K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.2K+ 5.08% |
$718K - $861K
|
605K
$15.6M
|