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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.27M+ 6.82% |
$85.1M - $95.3M
|
51.2M
$1.37B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.07MNew |
$80.1M - $89.6M
|
3.07M
$82.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.13M+ 32995.19% |
$55.4M - $62.1M
|
2.13M
$57.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.58M+ 38.1% |
$41.1M - $46M
|
5.72M
$154M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.19MNew |
$31M - $34.7M
|
1.19M
$31.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.05M+ 21.55% |
$27.3M - $30.5M
|
5.91M
$159M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
798KNew |
$20.8M - $23.3M
|
798K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
765K+ 23.44% |
$19.9M - $22.3M
|
4.03M
$108M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
562K+ 184.25% |
$14.6M - $16.4M
|
867K
$23.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
496KNew |
$12.9M - $14.5M
|
496K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
473K+ 27.11% |
$12.3M - $13.8M
|
2.22M
$59.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
426K+ 170.03% |
$11.1M - $12.4M
|
676K
$18.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
415KNew |
$10.8M - $12.1M
|
415K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
359K+ 44.05% |
$9.36M - $10.5M
|
1.18M
$31.6M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
244K+ 13.8% |
$6.35M - $7.11M
|
2.01M
$54M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
219K+ 10.85% |
$5.71M - $6.39M
|
2.24M
$60.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
200KNew |
$5.22M - $5.85M
|
200K
$5.38M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
200K+ 93.06% |
$5.21M - $5.84M
|
415K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
189K+ 9.08% |
$4.93M - $5.52M
|
2.28M
$61.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
141K+ 113.01% |
$3.68M - $4.12M
|
266K
$7.15M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
129K+ 16.34% |
$3.36M - $3.76M
|
917K
$24.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125KNew |
$3.26M - $3.66M
|
125K
$3.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
120K+ 15.32% |
$3.12M - $3.49M
|
901K
$24.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
117KNew |
$3.04M - $3.4M
|
117K
$3.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
114KNew |
$2.97M - $3.33M
|
114K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
110K+ 171.22% |
$2.87M - $3.22M
|
175K
$4.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
74.4KNew |
$1.94M - $2.17M
|
74.4K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
69.4K+ 23.59% |
$1.81M - $2.02M
|
364K
$9.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
63.3K+ 30.64% |
$1.65M - $1.85M
|
270K
$7.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
57.1KNew |
$1.49M - $1.67M
|
57.1K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
54.3K+ 4.82% |
$1.42M - $1.58M
|
1.18M
$31.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
43.2KNew |
$1.13M - $1.26M
|
43.2K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
42.6K+ 60.92% |
$1.11M - $1.24M
|
113K
$3.02M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
41.9KNew |
$1.09M - $1.22M
|
41.9K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41.4K+ 4.64% |
$1.08M - $1.21M
|
933K
$25.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.4KNew |
$922K - $1.03M
|
35.4K
$951K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.3K+ 39.31% |
$894K - $1M
|
122K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.9KNew |
$882K - $988K
|
33.9K
$910K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
32KNew |
$832K - $932K
|
32K
$858K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
31.2K+ 12.3% |
$814K - $911K
|
285K
$7.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.8K+ 305.21% |
$750K - $840K
|
38.2K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.8K+ 4.22% |
$697K - $781K
|
661K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
26.6K+ 915.33% |
$694K - $777K
|
29.5K
$794K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
26.2KNew |
$682K - $763K
|
26.2K
$703K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
24.5K+ 3.89% |
$638K - $714K
|
654K
$17.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
23.3K+ 24.32% |
$607K - $680K
|
119K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
22K+ 12.75% |
$572K - $641K
|
194K
$5.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
21.2K+ 10.84% |
$552K - $618K
|
216K
$5.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
21KNew |
$547K - $613K
|
21K
$564K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
20.9K+ 221.43% |
$544K - $609K
|
30.3K
$814K
|