Purchases and Sales Made in Q1 2023 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q1 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 | 
|---|---|---|---|---|---|---|---|
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      State Street Corp
       
           
            Boston, MA  | 
            
               BUY                   
             | 
            - | 
              11.7M+ 42.79% | 
            
                                   
                  $338M - $368M
                 
             |    
            
                                 
                39M
                $1.07B
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Financial Engines Advisors L.L.C.
       
           
            Santa Clara, CA  | 
            
               BUY                   
             | 
            - | 
              2.22M+ 8.34% | 
            
                                   
                  $64.1M - $69.9M
                 
             |    
            
                                 
                28.8M
                $788M
                
             |               
            |
| 
               
                  May 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Lpl Financial LLC
       
           
            Fort Mill, SC  | 
            
               BUY                   
             | 
            - | 
              1.53M+ 26.04% | 
            
                                   
                  $44.2M - $48.2M
                 
             |    
            
                                 
                7.4M
                $202M
                
             |               
            |
| 
               
                  Apr 27, 2023
                  Q1 2023
                 
               |   
            
              
   
      Hobart Private Capital, LLC
       
           
            Charlotte, NC  | 
            
               BUY                   
             | 
            - | 
              1.46MNew | 
            
                                   
                  $42.2M - $46M
                 
             |    
            
                                 
                1.46M
                $40M
                
             |               
            |
| 
               
                  Apr 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Tradewinds Capital Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              960K+ 1454648.5% | 
            
                                   
                  $27.7M - $30.2M
                 
             |    
            
                                 
                960K
                $26.3M
                
             |               
            |
| 
               
                  Apr 24, 2023
                  Q1 2023
                 
               |   
            
              
   
      Strategic Wealth Investment Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              744K+ 1677.1% | 
            
                                   
                  $21.5M - $23.4M
                 
             |    
            
                                 
                789K
                $21.6M
                
             |               
            |
| 
               
                  Apr 25, 2023
                  Q1 2023
                 
               |   
            
              
   
      Wealth Enhancement Advisory Services, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              613KNew | 
            
                                   
                  $17.7M - $19.3M
                 
             |    
            
                                 
                613K
                $16.8M
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Morgan Stanley
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              548K+ 26.04% | 
            
                                   
                  $15.8M - $17.2M
                 
             |    
            
                                 
                2.65M
                $72.5M
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Toroso Investments, LLC
       
           
            Massapequa, NY  | 
            
               BUY                   
             | 
            - | 
              533KNew | 
            
                                   
                  $15.4M - $16.8M
                 
             |    
            
                                 
                533K
                $14.6M
                
             |               
            |
| 
               
                  Apr 26, 2023
                  Q1 2023
                 
               |   
            
              
   
      Act Advisors, Llc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              498KNew | 
            
                                   
                  $14.4M - $15.7M
                 
             |    
            
                                 
                498K
                $13.6M
                
             |               
            |
| 
               
                  May 11, 2023
                  Q1 2023
                 
               |   
            
              
   
      Charles Schwab Investment Management Inc
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              320K+ 60.74% | 
            
                                   
                  $9.23M - $10.1M
                 
             |    
            
                                 
                846K
                $23.1M
                
             |               
            |
| 
               
                  Apr 14, 2023
                  Q1 2023
                 
               |   
            
              
   
      Ae Wealth Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              310K+ 35.12% | 
            
                                   
                  $8.94M - $9.75M
                 
             |    
            
                                 
                1.19M
                $32.6M
                
             |               
            |
| 
               
                  May 11, 2023
                  Q1 2023
                 
               |   
            
              
   
      Citigroup Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              293K+ 77.57% | 
            
                                   
                  $8.47M - $9.23M
                 
             |    
            
                                 
                671K
                $18.3M
                
             |               
            |
| 
               
                  May 04, 2023
                  Q1 2023
                 
               |   
            
              
   
      Summit Trail Advisors, LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              284K+ 740.1% | 
            
                                   
                  $8.19M - $8.93M
                 
             |    
            
                                 
                322K
                $8.8M
                
             |               
            |
| 
               
                  May 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Resources Investment Advisors, Llc.
       
           
            Overland Park, KS  | 
            
               BUY                   
             | 
            - | 
              253K+ 50.32% | 
            
                                   
                  $7.3M - $7.96M
                 
             |    
            
                                 
                755K
                $20.6M
                
             |               
            |
| 
               
                  May 26, 2023
                  Q1 2023
                 
               |   
            
              
   
      Fortis Group Advisors, LLC
       
           
            Westwood, NJ  | 
            
               BUY                   
             | 
            - | 
              252K+ 1812.27% | 
            
                                   
                  $7.28M - $7.94M
                 
             |    
            
                                 
                266K
                $7.27M
                
             |               
            |
| 
               
                  May 03, 2023
                  Q1 2023
                 
               |   
            
              
   
      Integrated Wealth Concepts LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              239K+ 77.06% | 
            
                                   
                  $6.91M - $7.54M
                 
             |    
            
                                 
                550K
                $15M
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Choreo, LLC
       
           
            Minneapolis, MN  | 
            
               BUY                   
             | 
            - | 
              219KNew | 
            
                                   
                  $6.32M - $6.9M
                 
             |    
            
                                 
                219K
                $5.99M
                
             |               
            |
| 
               
                  May 02, 2023
                  Q1 2023
                 
               |   
            
              
   
      Wny Asset Management, LLC
       
           
            Williamsville, NY  | 
            
               BUY                   
             | 
            - | 
              190K+ 623.31% | 
            
                                   
                  $5.49M - $5.98M
                 
             |    
            
                                 
                221K
                $6.03M
                
             |               
            |
| 
               
                  May 05, 2023
                  Q1 2023
                 
               |   
            
              
   
      Cfs Investment Advisory Services, LLC
       
           
            Totowa, NJ  | 
            
               BUY                   
             | 
            - | 
              166K+ 102.92% | 
            
                                   
                  $4.79M - $5.23M
                 
             |    
            
                                 
                327K
                $8.95M
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Hrt Financial LP
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              153KNew | 
            
                                   
                  $4.42M - $4.82M
                 
             |    
            
                                 
                153K
                $4.18M
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Gm Advisory Group, Inc.
       
           
            Melville, NY  | 
            
               BUY                   
             | 
            - | 
              146K+ 10.43% | 
            
                                   
                  $4.21M - $4.6M
                 
             |    
            
                                 
                1.54M
                $42.2M
                
             |               
            |
| 
               
                  Apr 14, 2023
                  Q1 2023
                 
               |   
            
              
   
      Raymond James Financial Services Advisors, Inc.
       
           
            St. Petersburg, FL  | 
            
               BUY                   
             | 
            - | 
              136K+ 68.04% | 
            
                                   
                  $3.94M - $4.3M
                 
             |    
            
                                 
                337K
                $9.21M
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Gladstone Institutional Advisory LLC
       
           
            Boca Raton, FL  | 
            
               BUY                   
             | 
            - | 
              133K+ 669.7% | 
            
                                   
                  $3.84M - $4.18M
                 
             |    
            
                                 
                153K
                $4.17M
                
             |               
            |
| 
               
                  Apr 28, 2023
                  Q1 2023
                 
               |   
            
              
   
      Cwm, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              131K+ 8625.36% | 
            
                                   
                  $3.78M - $4.12M
                 
             |    
            
                                 
                132K
                $3.62M
                
             |               
            |
| 
               
                  Apr 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Snider Financial Group
       
           
            Bellevue, WA  | 
            
               BUY                   
             | 
            - | 
              116KNew | 
            
                                   
                  $3.36M - $3.66M
                 
             |    
            
                                 
                116K
                $3.18M
                
             |               
            |
| 
               
                  May 11, 2023
                  Q1 2023
                 
               |   
            
              
   
      Cambridge Investment Research Advisors, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              116K+ 98.22% | 
            
                                   
                  $3.35M - $3.65M
                 
             |    
            
                                 
                234K
                $6.39M
                
             |               
            |
| 
               
                  Oct 21, 2024
                  Q1 2023
                 
               |   
            
              
   
      Jump Financial, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              113KNew | 
            
                                   
                  $3.28M - $3.57M
                 
             |    
            
                                 
                113K
                $3.1M
                
             |               
            |
| 
               
                  May 03, 2023
                  Q1 2023
                 
               |   
            
              
   
      Jump Financial, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              113KNew | 
            
                                   
                  $3.28M - $3.57M
                 
             |    
            
                                 
                113K
                $3.1M
                
             |               
            |
| 
               
                  May 02, 2023
                  Q1 2023
                 
               |   
            
              
   
      Security Financial Services, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              107K+ 81.88% | 
            
                                   
                  $3.1M - $3.38M
                 
             |    
            
                                 
                239K
                $6.52M
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Cetera Advisor Networks LLC
       
           
            El Segundo, CA  | 
            
               BUY                   
             | 
            - | 
              105K+ 36.06% | 
            
                                   
                  $3.03M - $3.3M
                 
             |    
            
                                 
                396K
                $10.8M
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Wells Fargo & Company
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              104K+ 48.83% | 
            
                                   
                  $3.02M - $3.29M
                 
             |    
            
                                 
                318K
                $8.71M
                
             |               
            |
| 
               
                  May 08, 2023
                  Q1 2023
                 
               |   
            
              
   
      Bailard, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              98.1KNew | 
            
                                   
                  $2.83M - $3.09M
                 
             |    
            
                                 
                98.1K
                $2.68M
                
             |               
            |
| 
               
                  May 03, 2023
                  Q1 2023
                 
               |   
            
              
   
      Robinson Value Management, Ltd.
       
           
            San Antonio, TX  | 
            
               BUY                   
             | 
            - | 
              96.6K+ 261.47% | 
            
                                   
                  $2.79M - $3.04M
                 
             |    
            
                                 
                134K
                $3.65M
                
             |               
            |
| 
               
                  Jun 13, 2024
                  Q1 2023
                 
               |   
            
              
   
      Bank Of Montreal 
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              95.4K+ 1769.87% | 
            
                                   
                  $2.76M - $3.01M
                 
             |    
            
                                 
                101K
                $2.76M
                
             |               
            |
| 
               
                  Apr 18, 2023
                  Q1 2023
                 
               |   
            
              
   
      Peak Financial Advisors LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              94.7KNew | 
            
                                   
                  $2.73M - $2.98M
                 
             |    
            
                                 
                94.7K
                $2.59M
                
             |               
            |
| 
               
                  Apr 18, 2023
                  Q1 2023
                 
               |   
            
              
   
      Hedeker Wealth, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              94.1K+ 250.02% | 
            
                                   
                  $2.72M - $2.96M
                 
             |    
            
                                 
                132K
                $3.6M
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Royal Bank Of Canada
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              90.1K+ 19.4% | 
            
                                   
                  $2.6M - $2.84M
                 
             |    
            
                                 
                555K
                $15.2M
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Stifel Financial Corp
       
           
            St. Louis, MO  | 
            
               BUY                   
             | 
            - | 
              88.5K+ 5.51% | 
            
                                   
                  $2.56M - $2.79M
                 
             |    
            
                                 
                1.69M
                $46.3M
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Steward Partners Investment Advisory, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              86.9K+ 15054.94% | 
            
                                   
                  $2.51M - $2.74M
                 
             |    
            
                                 
                87.4K
                $2.39M
                
             |               
            |
| 
               
                  May 08, 2023
                  Q1 2023
                 
               |   
            
              
   
      Buttonwood Financial Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              83.7K+ 403.82% | 
            
                                   
                  $2.42M - $2.64M
                 
             |    
            
                                 
                104K
                $2.86M
                
             |               
            |
| 
               
                  Apr 26, 2023
                  Q1 2023
                 
               |   
            
              
   
      Integrated Capital Management, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              81.5K+ 213.36% | 
            
                                   
                  $2.36M - $2.57M
                 
             |    
            
                                 
                120K
                $3.27M
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Equitable Holdings, Inc.
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              78.5K+ 357.12% | 
            
                                   
                  $2.27M - $2.47M
                 
             |    
            
                                 
                101K
                $2.75M
                
             |               
            |
| 
               
                  May 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Private Advisor Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              76.1K+ 11.52% | 
            
                                   
                  $2.2M - $2.4M
                 
             |    
            
                                 
                736K
                $20.1M
                
             |               
            |
| 
               
                  May 09, 2023
                  Q1 2023
                 
               |   
            
              
   
      25 LLC
       
           
            St. Louis, MO  | 
            
               BUY                   
             | 
            - | 
              75.8KNew | 
            
                                   
                  $2.19M - $2.39M
                 
             |    
            
                                 
                75.8K
                $2.07M
                
             |               
            |
| 
               
                  May 09, 2023
                  Q1 2023
                 
               |   
            
              
   
      Blackhawk Capital Partners Llc.
       
           
            Thiensville, WI  | 
            
               BUY                   
             | 
            - | 
              75.4KNew | 
            
                                   
                  $2.18M - $2.37M
                 
             |    
            
                                 
                75.4K
                $2.06M
                
             |               
            |
| 
               
                  Apr 20, 2023
                  Q1 2023
                 
               |   
            
              
   
      Jmac Enterprises LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              73.6KNew | 
            
                                   
                  $2.12M - $2.32M
                 
             |    
            
                                 
                73.6K
                $2.01M
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Ubs Group Ag
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              73.5K+ 4.15% | 
            
                                   
                  $2.12M - $2.32M
                 
             |    
            
                                 
                1.85M
                $50.5M
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Ameriprise Financial Inc
       
           
            Minneapolis, MN  | 
            
               BUY                   
             | 
            - | 
              71.2K+ 18.27% | 
            
                                   
                  $2.06M - $2.24M
                 
             |    
            
                                 
                461K
                $12.6M
                
             |               
            |
| 
               
                  May 08, 2023
                  Q1 2023
                 
               |   
            
              
   
      Avidian Wealth Solutions, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              69.4K+ 34.19% | 
            
                                   
                  $2M - $2.19M
                 
             |    
            
                                 
                272K
                $7.45M
                
             |