Purchases and Sales Made in Q4 2023 in Spdr Portfolio Long Term Treas (SPTL)

SPTL Quotes by TradingView

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 13, 2024 Q4 2023
Lansing Street Advisors

BUY
 -
27.6K
New
$678K - $813K
27.6K $755K
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
26.8K
+ 9.67%
$658K - $789K
304K $8.3M
Mar 26, 2024 Q4 2023
Napatree Capital LLC

Westerly, RI
BUY
 -
26K
New
$639K - $766K
26K $711K
Feb 02, 2024 Q4 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
25.7K
New
$630K - $755K
25.7K $701K
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
24.6K
+ 106.04%
$604K - $724K
47.8K $1.31M
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
24.4K
New
$598K - $717K
24.4K $666K
Feb 12, 2024 Q4 2023
Cap Partners, LLC

Franklin, TN
BUY
 -
24.2K
New
$594K - $712K
24.2K $661K
Mar 05, 2024 Q4 2023
True Vision Mn LLC

Woodbury, MN
BUY
 -
23.9K
New
$587K - $704K
23.9K $654K
Jan 23, 2024 Q4 2023
Derbend Asset Management

BUY
 -
23.8K
+ 63.1%
$584K - $701K
61.5K $1.68M
Mar 04, 2024 Q4 2023
Richardson Financial Services Inc.

Medway, MA
BUY
 -
23.3K
New
$573K - $687K
23.3K $638K
Feb 07, 2024 Q4 2023
Astoria Portfolio Advisors Llc.

BUY
 -
22.8K
+ 11.54%
$560K - $672K
221K $6.03M
Feb 08, 2024 Q4 2023
Savvy Advisors, Inc.

New York, NY
BUY
 -
22.5K
New
$552K - $662K
22.5K $615K
Jan 19, 2024 Q4 2023
Teamwork Financial Advisors, LLC

BUY
 -
22.4K
+ 275.22%
$550K - $660K
30.6K $835K
Feb 14, 2024 Q4 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
22.4K
+ 14.98%
$550K - $659K
172K $4.7M
Feb 02, 2024 Q4 2023
Bailard, Inc.

BUY
 -
22.2K
+ 18.11%
$544K - $653K
145K $3.95M
Jan 18, 2024 Q4 2023
Good Life Advisors, LLC

BUY
 -
20.7K
+ 37.54%
$508K - $609K
75.8K $2.07M
Feb 14, 2024 Q4 2023
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
20.7K
New
$507K - $609K
20.7K $565K
Feb 08, 2024 Q4 2023
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
20.6K
New
$506K - $607K
20.6K $563K
Jan 05, 2024 Q4 2023
Boltwood Capital Management

BUY
 -
20.6K
+ 48.76%
$506K - $606K
62.9K $1.72M
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
20.4K
New
$501K - $601K
20.4K $558K
Feb 14, 2024 Q4 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
20.3K
+ 48.85%
$498K - $597K
61.8K $1.69M
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
19.8K
+ 13.15%
$486K - $583K
170K $4.66M
Feb 09, 2024 Q4 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
19.7K
+ 14.67%
$484K - $581K
154K $4.21M
Jan 25, 2024 Q4 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
19.4K
+ 102.54%
$477K - $572K
38.4K $1.05M
Jan 25, 2024 Q4 2023
American Asset Management Inc.

BUY
 -
17.9K
New
$438K - $526K
17.9K $488K
Jan 26, 2024 Q4 2023
Jmac Enterprises LLC

BUY
 -
17.6K
+ 20.02%
$433K - $519K
106K $2.89M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
17.6K
New
$433K - $519K
17.6K $482K
Feb 14, 2024 Q4 2023
Family Wealth Group, LLC

Lexington, KY
BUY
 -
17.6K
New
$432K - $518K
17.6K $481K
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
17.5K
New
$429K - $514K
17.5K $477K
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
16.9K
+ 60.32%
$414K - $497K
44.8K $1.23M
Aug 13, 2024 Q4 2023
Scs Capital Management LLC

Boston, MA
BUY
 -
15.8K
+ 0.45%
$387K - $464K
3.54M $96.9M
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
15.5K
+ 31.08%
$382K - $458K
65.6K $1.79M
Feb 13, 2024 Q4 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
15.2K
New
$372K - $446K
15.2K $414K
Feb 13, 2024 Q4 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
15K
New
$369K - $443K
15K $411K
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

BUY
 -
15K
+ 157.79%
$368K - $442K
24.5K $670K
Jan 31, 2024 Q4 2023
Bcm Advisors, LLC

BUY
 -
14.3K
+ 9.78%
$350K - $420K
160K $4.38M
Feb 13, 2024 Q4 2023
Maia Wealth LLC

Denver, CO
BUY
 -
14.2K
New
$348K - $417K
14.2K $388K
Jan 10, 2024 Q4 2023
Peak Financial Advisors LLC

BUY
 -
13.8K
+ 8.14%
$339K - $406K
183K $5.01M
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
13.6K
+ 76.79%
$335K - $401K
31.4K $858K
Jan 25, 2024 Q4 2023
One Wealth Management Investment & Advisory Services, LLC

Miami Beach, FL
BUY
 -
13.4K
New
$329K - $395K
13.4K $366K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
13.1K
+ 9.62%
$321K - $385K
149K $4.07M
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
12.9K
+ 7.75%
$317K - $380K
179K $4.91M
Jan 18, 2024 Q4 2023
First National Corp

BUY
 -
12.6K
+ 51.48%
$309K - $370K
37K $1.01M
Jan 10, 2024 Q4 2023
Long View Wealth Management

Atlanta, GA
BUY
 -
12.2K
New
$300K - $359K
12.2K $334K
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
11.9K
New
$292K - $351K
11.9K $326K
Feb 09, 2024 Q4 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
11.7K
New
$288K - $346K
11.7K $321K
Jan 19, 2024 Q4 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
11.5K
+ 5.97%
$283K - $340K
205K $5.59M
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
11.3K
+ 139.27%
$277K - $332K
19.4K $530K
May 28, 2025 Q4 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
11K
+ 86.41%
$270K - $324K
23.8K $650K

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