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 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.7KNew |
$263K - $316K
|
10.7K
$276K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.6KNew |
$259K - $311K
|
10.6K
$272K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$254K - $305K
|
10.4K
$267K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
10.1KNew |
$249K - $298K
|
10.1K
$261K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
9.94K+ 8.92% |
$244K - $293K
|
121K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
9.82K+ 60.68% |
$241K - $289K
|
26K
$670K
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
9.7KNew |
$238K - $286K
|
9.7K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
8.78K+ 31.35% |
$216K - $259K
|
36.8K
$948K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.7K+ 11.51% |
$214K - $256K
|
84.3K
$2.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.61K+ 26.98% |
$211K - $254K
|
40.5K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
8.45KNew |
$207K - $249K
|
8.45K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.36KNew |
$205K - $246K
|
8.36K
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.23KNew |
$202K - $242K
|
8.23K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.14K+ 87.31% |
$200K - $240K
|
17.5K
$450K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
7.84K+ 10.46% |
$192K - $231K
|
82.8K
$2.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
7.78KNew |
$191K - $229K
|
7.78K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.76KNew |
$190K - $228K
|
7.76K
$200K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.51KNew |
$184K - $221K
|
7.51K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.35K+ 0.56% |
$180K - $216K
|
1.33M
$34.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.26KNew |
$178K - $214K
|
7.26K
$187K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.08K+ 24.56% |
$174K - $208K
|
35.9K
$926K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.91KNew |
$170K - $203K
|
6.91K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.54KNew |
$161K - $192K
|
6.54K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
6.38K+ 5.94% |
$157K - $188K
|
114K
$2.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
6.31K+ 37.94% |
$155K - $186K
|
22.9K
$591K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.1KNew |
$150K - $180K
|
6.1K
$157K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.99K+ 5.44% |
$147K - $176K
|
116K
$2.99M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.78K+ 2.85% |
$142K - $170K
|
208K
$5.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.66K+ 1.72% |
$139K - $167K
|
334K
$8.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.65K+ 25.14% |
$139K - $166K
|
28.1K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.29KNew |
$130K - $156K
|
5.29K
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.98K+ 36.12% |
$122K - $147K
|
18.8K
$484K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.92K+ 42.91% |
$121K - $145K
|
16.4K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.72K+ 15.09% |
$116K - $139K
|
36K
$927K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.59K+ 42.6% |
$113K - $135K
|
15.4K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.44K+ 3.67% |
$109K - $131K
|
126K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4.07K+ 25.58% |
$99.9K - $120K
|
20K
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4.05KNew |
$99.5K - $119K
|
4.05K
$104K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3.89K+ 1.57% |
$95.5K - $115K
|
252K
$6.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.86K+ 9.38% |
$94.7K - $114K
|
45K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.74K+ 2.63% |
$91.9K - $110K
|
146K
$3.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 7.39% |
$84.6K - $101K
|
50.1K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.44K+ 9.41% |
$84.4K - $101K
|
40K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42K+ 0.45% |
$84K - $101K
|
759K
$19.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3.37K+ 13480.0% |
$82.7K - $99.2K
|
3.4K
$87.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.25K+ 1.22% |
$79.7K - $95.6K
|
270K
$6.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3.18K+ 145.29% |
$78K - $93.6K
|
5.37K
$138K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.05K+ 18.2% |
$74.8K - $89.7K
|
19.8K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.96K+ 10.11% |
$72.7K - $87.2K
|
32.2K
$831K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
2.33KNew |
$57.2K - $68.5K
|
2.33K
$60K
|