Purchases and Sales Made in Q4 2024 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.13M+ 32995.19% |
$55.4M - $62.1M
|
2.13M
$56.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.58M+ 38.1% |
$41.1M - $46M
|
5.72M
$151M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.19MNew |
$31M - $34.7M
|
1.19M
$31.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.05M+ 21.55% |
$27.3M - $30.5M
|
5.91M
$156M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
798KNew |
$20.8M - $23.3M
|
798K
$21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
473K+ 27.11% |
$12.3M - $13.8M
|
2.22M
$58.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
415KNew |
$10.8M - $12.1M
|
415K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
359K+ 44.05% |
$9.36M - $10.5M
|
1.18M
$31M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
200KNew |
$5.22M - $5.85M
|
200K
$5.28M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
200K+ 93.06% |
$5.21M - $5.84M
|
415K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
189K+ 9.08% |
$4.93M - $5.52M
|
2.28M
$60M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
129K+ 16.34% |
$3.36M - $3.76M
|
917K
$24.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125KNew |
$3.26M - $3.66M
|
125K
$3.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
120K+ 15.32% |
$3.12M - $3.49M
|
901K
$23.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
117KNew |
$3.04M - $3.4M
|
117K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
110K+ 171.22% |
$2.87M - $3.22M
|
175K
$4.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
74.4KNew |
$1.94M - $2.17M
|
74.4K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
69.4K+ 23.59% |
$1.81M - $2.02M
|
364K
$9.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
57.1KNew |
$1.49M - $1.67M
|
57.1K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
54.3K+ 4.82% |
$1.42M - $1.58M
|
1.18M
$31.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
42.6K+ 60.92% |
$1.11M - $1.24M
|
113K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41.4K+ 4.64% |
$1.08M - $1.21M
|
933K
$24.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.4KNew |
$922K - $1.03M
|
35.4K
$933K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.3K+ 39.31% |
$894K - $1M
|
122K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.9KNew |
$882K - $988K
|
33.9K
$893K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
32KNew |
$832K - $932K
|
32K
$842K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
31.2K+ 12.3% |
$814K - $911K
|
285K
$7.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.8K+ 305.21% |
$750K - $840K
|
38.2K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
24.5K+ 3.89% |
$638K - $714K
|
654K
$17.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
21.2K+ 10.84% |
$552K - $618K
|
216K
$5.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
18.6K+ 1.92% |
$486K - $544K
|
989K
$26.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
17.4K+ 52.36% |
$454K - $508K
|
50.7K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
16.2K+ 12.87% |
$422K - $473K
|
142K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16K+ 3.09% |
$416K - $465K
|
533K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 64.76% |
$414K - $464K
|
40.5K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
15.9K+ 3.77% |
$413K - $463K
|
437K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 8.54% |
$411K - $460K
|
200K
$5.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 4.85% |
$356K - $399K
|
296K
$7.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
13.6KNew |
$353K - $395K
|
13.6K
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
12K+ 66.28% |
$314K - $351K
|
30.2K
$796K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
12K+ 97.49% |
$312K - $350K
|
24.3K
$640K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
10.9K+ 34.75% |
$283K - $317K
|
42.1K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
9.06K+ 5.21% |
$236K - $264K
|
183K
$4.83M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
8.48K+ 13.85% |
$221K - $247K
|
69.7K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.45KNew |
$220K - $247K
|
8.45K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.06KNew |
$210K - $235K
|
8.06K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8.03K+ 38.01% |
$209K - $234K
|
29.2K
$768K
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
7.89KNew |
$205K - $230K
|
7.89K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.75K+ 7.16% |
$202K - $226K
|
116K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.72K+ 39.27% |
$201K - $225K
|
27.4K
$721K
|