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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.4K- 96.62% |
$157K - $188K
|
224
$5.77K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.44K- 29.85% |
$183K - $219K
|
17.5K
$451K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7.5K- 14.78% |
$184K - $221K
|
43.2K
$1.11M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.52K- 45.38% |
$185K - $221K
|
9.05K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.88K- 90.76% |
$193K - $232K
|
802
$20.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.15K- 22.43% |
$200K - $240K
|
28.2K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8.28K- 16.49% |
$203K - $244K
|
41.9K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-9.36K- 14.72% |
$230K - $275K
|
54.2K
$1.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-10.7K- 26.53% |
$264K - $316K
|
29.7K
$766K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.9K- 37.47% |
$292K - $350K
|
19.8K
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.1K- 23.52% |
$321K - $385K
|
42.5K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-13.4K- 31.38% |
$328K - $393K
|
29.2K
$753K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 63.42% |
$394K - $473K
|
9.27K
$239K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-18.1K- 22.39% |
$444K - $532K
|
62.6K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-18.3K- 44.97% |
$450K - $540K
|
22.4K
$578K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-18.9K- 26.32% |
$464K - $557K
|
52.9K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.2K- 28.63% |
$471K - $565K
|
47.8K
$1.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-19.6K- 57.15% |
$481K - $577K
|
14.7K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21K- 70.58% |
$517K - $619K
|
8.77K
$226K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-22.9K- 16.37% |
$562K - $674K
|
117K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24.7K- 7.47% |
$606K - $727K
|
306K
$7.89M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.7K- 13.9% |
$631K - $756K
|
159K
$4.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.2K- 40.19% |
$642K - $770K
|
38.9K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27.9K- 40.23% |
$685K - $822K
|
41.5K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-29.7K- 67.33% |
$729K - $874K
|
14.4K
$371K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-32.2K- 42.59% |
$791K - $948K
|
43.4K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-34.9K- 6.2% |
$858K - $1.03M
|
529K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-36.8K- 60.73% |
$902K - $1.08M
|
23.8K
$612K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.4K- 9.29% |
$942K - $1.13M
|
375K
$9.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-38.4K- 25.31% |
$943K - $1.13M
|
113K
$2.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-38.9K- 19.02% |
$955K - $1.15M
|
166K
$4.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-39.9K- 55.62% |
$980K - $1.18M
|
31.9K
$821K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-41.1K- 43.01% |
$1.01M - $1.21M
|
54.4K
$1.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-46.9K- 81.1% |
$1.15M - $1.38M
|
10.9K
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-48.5K- 29.23% |
$1.19M - $1.43M
|
117K
$3.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-58.4K- 6.93% |
$1.43M - $1.72M
|
784K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-61.9K- 15.22% |
$1.52M - $1.82M
|
345K
$8.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-62.9K- 72.27% |
$1.54M - $1.85M
|
24.1K
$622K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-71.9K- 5.54% |
$1.76M - $2.12M
|
1.23M
$31.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-72.7K- 79.4% |
$1.79M - $2.14M
|
18.9K
$486K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-81.7K- 26.11% |
$2.01M - $2.41M
|
231K
$5.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-84.4K- 74.93% |
$2.07M - $2.49M
|
28.3K
$728K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-89.9K- 0.24% |
$2.21M - $2.65M
|
36.7M
$947M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-92.3K- 37.0% |
$2.27M - $2.72M
|
157K
$4.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-108K- 51.57% |
$2.65M - $3.17M
|
101K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-113K- 66.64% |
$2.78M - $3.34M
|
56.7K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-117K- 53.7% |
$2.86M - $3.43M
|
101K
$2.59M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-149K- 72.66% |
$3.66M - $4.39M
|
56.1K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-175K- 6.72% |
$4.29M - $5.14M
|
2.42M
$62.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-213K- 6.56% |
$5.23M - $6.27M
|
3.03M
$78.1M
|