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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
113+ 1.01% |
$2.94K - $3.16K
|
11.3K
$310K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
98New |
$2.55K - $2.74K
|
98
$2.68K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
72New |
$1.88K - $2.01K
|
72
$1.97K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
62+ 13.96% |
$1.62K - $1.73K
|
506
$13.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59+ 0.39% |
$1.54K - $1.65K
|
15.1K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
53+ 49.07% |
$1.38K - $1.48K
|
161
$4.4K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
52New |
$1.36K - $1.45K
|
52
$1.42K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
52New |
$1.36K - $1.45K
|
52
$1.42K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
50+ 0.12% |
$1.3K - $1.4K
|
43.5K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48+ 0.23% |
$1.25K - $1.34K
|
21.1K
$578K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45+ 26.95% |
$1.17K - $1.26K
|
212
$5.8K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
41+ 67.21% |
$1.07K - $1.15K
|
102
$2.79K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.08% |
$1.02K - $1.09K
|
47.4K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23New |
$599 - $643
|
23
$629
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
16+ 0.0% |
$417 - $447
|
457K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10New |
$261 - $280
|
10
$273
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.85% |
$182 - $196
|
827
$22.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 0.26% |
$156 - $168
|
2.32K
$63.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 1.29% |
$130 - $140
|
394
$10.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$78.2 - $83.9
|
3
$82
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3New |
$78.2 - $83.9
|
3
$82
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2New |
$52.1 - $55.9
|
2
$54.7
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1New |
$26.1 - $28
|
1
$27.3
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$26.1 - $28
|
1
$27.3
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2- 28.57% |
$52.1 - $55.9
|
5
$137
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- -0.0% |
$78.2 - $83.9
|
66.9K
$1.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-7- 58.33% |
$182 - $196
|
5
$137
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-12- 5.24% |
$313 - $336
|
217
$5.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-26- 0.45% |
$678 - $727
|
5.7K
$156K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-59- 7.04% |
$1.54K - $1.65K
|
779
$21.3K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-72- 0.1% |
$1.88K - $2.01K
|
74K
$2.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-79- 0.07% |
$2.06K - $2.21K
|
117K
$3.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-81- 0.08% |
$2.11K - $2.26K
|
102K
$2.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-142- 0.25% |
$3.7K - $3.97K
|
57.4K
$1.57M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-167- 2.37% |
$4.35K - $4.67K
|
6.88K
$188K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-230- 1.39% |
$5.99K - $6.43K
|
16.3K
$446K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-238- 1.01% |
$6.2K - $6.65K
|
23.4K
$639K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-244Closed |
$6.36K - $6.82K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-338- 3.05% |
$8.81K - $9.45K
|
10.7K
$294K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-345- 10.3% |
$8.99K - $9.65K
|
3.01K
$82.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-416- 31.78% |
$10.8K - $11.6K
|
893
$24.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-417- 0.85% |
$10.9K - $11.7K
|
48.5K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-509- 0.54% |
$13.3K - $14.2K
|
93.6K
$2.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-564- 0.33% |
$14.7K - $15.8K
|
170K
$4.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-582- 0.39% |
$15.2K - $16.3K
|
150K
$4.09M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-647- 83.81% |
$16.9K - $18.1K
|
125
$3.42K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-713- 0.86% |
$18.6K - $19.9K
|
82K
$2.24M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-762- 85.14% |
$19.9K - $21.3K
|
133
$3.64K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-768- 8.81% |
$20K - $21.5K
|
7.95K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-917- 5.51% |
$23.9K - $25.6K
|
15.7K
$430K
|