Purchases and Sales Made in Q2 2024 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.48K+ 34.67% |
$247K - $265K
|
36.8K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
9.43KNew |
$246K - $264K
|
9.43K
$258K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.38KNew |
$245K - $262K
|
9.38K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
8.81K+ 5.41% |
$230K - $246K
|
172K
$4.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.68K+ 20.55% |
$226K - $243K
|
50.9K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.58KNew |
$223K - $240K
|
8.58K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8.49K+ 72.63% |
$221K - $237K
|
20.2K
$552K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.34K+ 59.91% |
$217K - $233K
|
22.2K
$608K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
8.07KNew |
$210K - $226K
|
8.07K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.41K+ 20.01% |
$193K - $207K
|
44.4K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.36KNew |
$192K - $206K
|
7.36K
$201K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.04K+ 29.9% |
$184K - $197K
|
30.6K
$837K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6.75KNew |
$176K - $189K
|
6.75K
$185K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.69K+ 31.71% |
$174K - $187K
|
27.8K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.28K+ 11.87% |
$164K - $176K
|
59.2K
$1.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.15K+ 1.08% |
$160K - $172K
|
576K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6K+ 17.77% |
$156K - $168K
|
39.8K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.78K+ 3.71% |
$151K - $162K
|
162K
$4.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.65K+ 3.7% |
$147K - $158K
|
158K
$4.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.56K+ 70.04% |
$145K - $156K
|
13.5K
$369K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.52K+ 5.64% |
$144K - $154K
|
104K
$2.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.3K+ 558.06% |
$138K - $148K
|
6.25K
$171K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.06K+ 21.28% |
$132K - $141K
|
28.8K
$788K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.88K+ 2.15% |
$127K - $136K
|
232K
$6.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.54K+ 4831.91% |
$118K - $127K
|
4.64K
$127K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
4.2KNew |
$110K - $117K
|
4.2K
$115K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.17K+ 39.17% |
$109K - $117K
|
14.8K
$405K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.12K+ 2.03% |
$107K - $115K
|
207K
$5.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.78K+ 4.18% |
$98.5K - $106K
|
94.3K
$2.58M
|
|
|
Jul 31, 2025
Q2 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.78K+ 4.18% |
$98.5K - $106K
|
94.3K
$2.58M
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.73K+ 19.8% |
$97.1K - $104K
|
22.5K
$616K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.7K+ 1469.84% |
$96.5K - $104K
|
3.96K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.66K+ 18.9% |
$95.5K - $102K
|
23K
$630K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3.66K+ 24.13% |
$95.4K - $102K
|
18.8K
$515K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.57K+ 2.36% |
$92.9K - $99.7K
|
155K
$4.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.52K+ 16.63% |
$91.6K - $98.3K
|
24.7K
$674K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.17K+ 15.14% |
$82.7K - $88.7K
|
24.1K
$660K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.17K+ 4.93% |
$82.6K - $88.6K
|
67.5K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3.11K+ 33.3% |
$81.1K - $87K
|
12.5K
$341K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.09K+ 27.8% |
$80.5K - $86.4K
|
14.2K
$388K
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.05K+ 14.21% |
$79.4K - $85.2K
|
24.5K
$670K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
2.84K+ 30.58% |
$73.9K - $79.3K
|
12.1K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.8K+ 299.68% |
$72.9K - $78.2K
|
3.73K
$102K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.78K+ 19.6% |
$72.4K - $77.7K
|
17K
$464K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
2.73K+ 4.72% |
$71.1K - $76.3K
|
60.6K
$1.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.63K+ 2.26% |
$68.5K - $73.5K
|
119K
$3.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.48KNew |
$64.7K - $69.4K
|
2.48K
$67.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.26K+ 11.86% |
$58.8K - $63.1K
|
21.3K
$582K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 0.79% |
$57.6K - $61.8K
|
283K
$7.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.19KNew |
$57.1K - $61.3K
|
2.19K
$59.9K
|