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 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.48K+ 12.38% |
$169K - $189K
|
58.8K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6.36K+ 7.15% |
$166K - $185K
|
95.2K
$2.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.9K+ 1.04% |
$102K - $114K
|
380K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.06K+ 12.33% |
$79.6K - $89.2K
|
27.8K
$734K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.03K+ 82.04% |
$79K - $88.5K
|
6.73K
$177K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.14K+ 5.84% |
$55.6K - $62.3K
|
38.7K
$1.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.06K+ 12.39% |
$53.6K - $60K
|
18.7K
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.98K+ 1488.72% |
$51.6K - $57.8K
|
2.11K
$55.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.79K+ 4718.42% |
$46.7K - $52.3K
|
1.83K
$48.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.22K+ 415.99% |
$31.9K - $35.7K
|
1.52K
$40K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.11K+ 8.32% |
$28.9K - $32.4K
|
14.5K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
993+ 49.72% |
$25.9K - $29K
|
2.99K
$78.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
614New |
$16K - $17.9K
|
614
$16.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
530+ 2.33% |
$13.8K - $15.5K
|
23.3K
$613K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
444New |
$11.6K - $13K
|
444
$11.7K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
353+ 3.73% |
$9.2K - $10.3K
|
9.81K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
338+ 3380.0% |
$8.8K - $9.86K
|
348
$9.17K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
320+ 2.86% |
$8.34K - $9.33K
|
11.5K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
237+ 61.24% |
$6.17K - $6.91K
|
624
$16.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
225+ 1.22% |
$5.86K - $6.56K
|
18.7K
$493K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
122New |
$3.18K - $3.56K
|
122
$3.21K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
68New |
$1.77K - $1.98K
|
68
$1.79K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
57New |
$1.48K - $1.66K
|
57
$1.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
44+ 0.42% |
$1.15K - $1.28K
|
10.5K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
39New |
$1.02K - $1.14K
|
39
$1.03K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$782 - $875
|
30
$791
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.39% |
$26.1 - $29.2
|
73
$1.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-42- 2.43% |
$1.09K - $1.23K
|
1.68K
$44.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-56- 0.1% |
$1.46K - $1.63K
|
55.7K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-88- 0.94% |
$2.29K - $2.57K
|
9.24K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-117- 0.88% |
$3.05K - $3.41K
|
13.1K
$346K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-142- 21.26% |
$3.7K - $4.14K
|
526
$13.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-170- 9.95% |
$4.43K - $4.96K
|
1.54K
$40.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-175- 3.28% |
$4.56K - $5.1K
|
5.16K
$136K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-460- 3.69% |
$12K - $13.4K
|
12K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-486- 64.71% |
$12.7K - $14.2K
|
265
$6.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-503- 1.65% |
$13.1K - $14.7K
|
30K
$791K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-827- 8.79% |
$21.5K - $24.1K
|
8.59K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-933- 1.65% |
$24.3K - $27.2K
|
55.5K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.04K- 4.33% |
$27.1K - $30.4K
|
23K
$607K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.08K- 2.26% |
$28.2K - $31.6K
|
46.8K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.17K- 5.71% |
$30.5K - $34.1K
|
19.3K
$509K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.27K- 5.36% |
$33.1K - $37.1K
|
22.5K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 6.52% |
$33.6K - $37.6K
|
18.5K
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.36K- 96.79% |
$35.4K - $39.6K
|
45
$1.19K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.38K- 83.55% |
$35.8K - $40.1K
|
271
$7.14K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.51K- 2.2% |
$39.3K - $44K
|
67K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.57K- 1.55% |
$40.8K - $45.7K
|
99.7K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.57K- 1.08% |
$40.9K - $45.8K
|
144K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.75K- 92.92% |
$45.5K - $50.9K
|
133
$3.5K
|