Latest Institutional Purchases of Spdr Portfolio Long Term Treas (SPTL)
This list provides information on the latest institutional transactions involving Spdr Portfolio Long Term Treas (SPTL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.82K+ 59.46% |
$103K - $120K
|
10.2K
$270K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.62KNew |
$71K - $82.8K
|
2.62K
$69.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.94K+ 5.07% |
$52.4K - $61.1K
|
40.1K
$1.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$46.2K - $53.9K
|
1.71K
$45.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
499New |
$13.5K - $15.7K
|
499
$13.2K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
320New |
$8.65K - $10.1K
|
320
$8.45K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
287New |
$7.76K - $9.06K
|
287
$7.58K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
228New |
$6.17K - $7.2K
|
228
$6.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
185New |
$5K - $5.84K
|
185
$4.88K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
97New |
$2.62K - $3.06K
|
97
$2.56K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
71New |
$1.92K - $2.24K
|
71
$1.87K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
59New |
$1.6K - $1.86K
|
59
$1.56K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
27New |
$730 - $852
|
27
$713
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
997KNew |
$29.1M - $34.4M
|
997K
$26.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
138KNew |
$4.04M - $4.78M
|
138K
$3.65M
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
114KNew |
$3.33M - $3.93M
|
114K
$3.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
65.2KNew |
$1.9M - $2.25M
|
65.2K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
21.8K+ 8.69% |
$635K - $751K
|
272K
$7.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Signify Wealth
|
BUY
|
- |
9.4KNew |
$274K - $324K
|
9.4K
$248K
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
8.09KNew |
$236K - $279K
|
8.09K
$213K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
6.99KNew |
$204K - $241K
|
6.99K
$185K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.51K+ 3.4% |
$161K - $190K
|
167K
$4.42M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$40.2K - $47.5K
|
1.38K
$36.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.23K+ 48.24% |
$35.9K - $42.5K
|
3.78K
$99.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
393+ 0.63% |
$11.5K - $13.6K
|
62.5K
$1.65M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
322+ 0.63% |
$9.4K - $11.1K
|
51.3K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
311New |
$9.08K - $10.7K
|
311
$8.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
65+ 0.35% |
$1.9K - $2.24K
|
18.6K
$490K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.08% |
$175 - $207
|
7.31K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.61% |
$29.2 - $34.5
|
164
$4.33K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
610K+ 857.23% |
$19.2M - $23.1M
|
681K
$18M
|
|
|
Aug 15, 2022
Q2 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
246KNew |
$7.72M - $9.3M
|
246K
$6.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
44.9KNew |
$1.41M - $1.7M
|
44.9K
$1.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
27.7KNew |
$870K - $1.05M
|
27.7K
$732K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.96KNew |
$61.3K - $73.9K
|
1.96K
$51.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.74KNew |
$54.6K - $65.7K
|
1.74K
$45.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.63KNew |
$51.1K - $61.6K
|
1.63K
$43K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.06K+ 10.99% |
$33.1K - $39.9K
|
10.7K
$281K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
728New |
$22.8K - $27.5K
|
728
$19.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
508+ 10160.0% |
$15.9K - $19.2K
|
513
$13.5K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
452New |
$14.2K - $17.1K
|
452
$11.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
268New |
$8.41K - $10.1K
|
268
$7.08K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$4.71K - $5.67K
|
150
$3.96K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
1.7M+ 18.36% |
$62.6M - $69.9M
|
11M
$289M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
60New |
$2.21K - $2.47K
|
60
$1.58K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 50.0% |
$36.8 - $41.1
|
3
$79.2
|
|
| Q4 2021 | |||||||
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
716K+ 188.01% |
$29M - $31.3M
|
1.1M
$29M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.65KNew |
$269K - $291K
|
6.65K
$176K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
20New |
$810 - $874
|
20
$528
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
571New |
$23.5K - $24.7K
|
571
$15.1K
|
|