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 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-234K- 33.88% |
$5.74M - $6.89M
|
457K
$11.8M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-248K- 6.41% |
$6.09M - $7.3M
|
3.62M
$93.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-258K- 20.72% |
$6.34M - $7.6M
|
988K
$25.5M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-261K- 29.26% |
$6.42M - $7.69M
|
632K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-269K- 33.85% |
$6.59M - $7.91M
|
525K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-287K- 24.24% |
$7.05M - $8.45M
|
897K
$23.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-298K- 73.96% |
$7.32M - $8.78M
|
105K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-395K- 99.25% |
$9.71M - $11.6M
|
3.01K
$77.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-410K- 98.23% |
$10.1M - $12.1M
|
7.39K
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-430K- 50.48% |
$10.6M - $12.7M
|
422K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-674K- 11.42% |
$16.6M - $19.8M
|
5.23M
$135M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-737K- 29.47% |
$18.1M - $21.7M
|
1.76M
$45.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-920K- 85.82% |
$22.6M - $27.1M
|
152K
$3.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.39M- 99.63% |
$34M - $40.8M
|
5.13K
$132K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.58M- 84.22% |
$38.7M - $46.4M
|
295K
$7.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.51M- 45.26% |
$61.5M - $73.8M
|
3.03M
$78.1M
|