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 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.76K- 1.31% |
$45.8K - $51.3K
|
132K
$3.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.79K- 18.58% |
$46.5K - $52.1K
|
7.82K
$206K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.26K- 0.07% |
$58.8K - $65.8K
|
3.14M
$82.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.6K- 12.42% |
$67.8K - $75.9K
|
18.4K
$484K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.73K- 15.07% |
$71.2K - $79.7K
|
15.4K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.99K- 64.1% |
$77.8K - $87.1K
|
1.67K
$44.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3K- 9.92% |
$78.3K - $87.6K
|
27.3K
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.71K- 28.94% |
$96.7K - $108K
|
9.11K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.74K- 11.77% |
$97.5K - $109K
|
28K
$739K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.88K- 84.04% |
$101K - $113K
|
736
$19.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.13K- 0.83% |
$108K - $120K
|
496K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.21K- 26.71% |
$110K - $123K
|
11.6K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.23K- 18.7% |
$110K - $123K
|
18.4K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.43K- 10.0% |
$115K - $129K
|
39.9K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-5.12K- 2.64% |
$133K - $149K
|
189K
$4.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.36K- 5.62% |
$140K - $156K
|
90K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-5.53K- 7.21% |
$144K - $161K
|
71.1K
$1.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.64K- 44.56% |
$173K - $194K
|
8.27K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.3K- 21.42% |
$190K - $213K
|
26.8K
$706K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.38K- 38.26% |
$192K - $215K
|
11.9K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.91K- 24.34% |
$232K - $260K
|
27.7K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.96K- 31.02% |
$233K - $261K
|
19.9K
$525K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-9.27K- 9.74% |
$241K - $270K
|
85.9K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10K- 9.91% |
$261K - $292K
|
90.9K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13K- 6.33% |
$338K - $378K
|
192K
$5.06M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-13.3K- 30.57% |
$345K - $387K
|
30.1K
$793K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-13.3K- 32.24% |
$347K - $389K
|
28K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 57.83% |
$357K - $399K
|
9.98K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.4K- 18.09% |
$375K - $420K
|
65.2K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-16.2K- 44.25% |
$422K - $472K
|
20.4K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16.5K- 93.61% |
$429K - $480K
|
1.13K
$29.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.2K- 45.46% |
$449K - $503K
|
20.7K
$545K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-19.1K- 45.37% |
$498K - $558K
|
23K
$607K
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-21.7K- 51.18% |
$564K - $632K
|
20.7K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-22.4K- 62.43% |
$583K - $653K
|
13.5K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24.5K- 7.08% |
$638K - $715K
|
321K
$8.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31.4K- 22.78% |
$817K - $915K
|
106K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-35.9K- 30.33% |
$935K - $1.05M
|
82.5K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-40.1K- 67.55% |
$1.04M - $1.17M
|
19.3K
$508K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-40.9K- 49.72% |
$1.07M - $1.19M
|
41.4K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-46.6K- 14.39% |
$1.21M - $1.36M
|
277K
$7.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-56.1K- 26.63% |
$1.46M - $1.64M
|
154K
$4.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-86.5K- 34.57% |
$2.25M - $2.52M
|
164K
$4.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-137K- 58.55% |
$3.57M - $4M
|
97K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-152K- 32.6% |
$3.95M - $4.42M
|
313K
$8.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-194K- 56.2% |
$5.05M - $5.66M
|
151K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-204K- 98.61% |
$5.31M - $5.95M
|
2.88K
$76K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-352K- 30.18% |
$9.17M - $10.3M
|
815K
$21.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-389K- 71.44% |
$10.1M - $11.4M
|
156K
$4.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-619K- 90.54% |
$16.1M - $18.1M
|
64.6K
$1.7M
|