Latest Institutional Purchases of Spdr Portfolio Long Term Treas (SPTL)
This list provides information on the latest institutional transactions involving Spdr Portfolio Long Term Treas (SPTL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14New |
$410 - $441
|
14
$380
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.92% |
$58.5 - $63
|
106
$2.88K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
533KNew |
$15.4M - $16.8M
|
533K
$14.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
16.8KNew |
$486K - $530K
|
16.8K
$457K
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
13.3KNew |
$383K - $418K
|
13.3K
$360K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
9.07KNew |
$262K - $285K
|
9.07K
$246K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
7.21KNew |
$208K - $227K
|
7.21K
$196K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.06KNew |
$204K - $222K
|
7.06K
$192K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.04KNew |
$117K - $127K
|
4.04K
$110K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.06K+ 25.36% |
$59.4K - $64.8K
|
10.2K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.19K+ 425.71% |
$34.4K - $37.5K
|
1.47K
$39.9K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
814New |
$23.5K - $25.6K
|
814
$22.1K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
208New |
$6.01K - $6.55K
|
208
$5.64K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
103New |
$2.97K - $3.24K
|
103
$2.79K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
101New |
$2.92K - $3.18K
|
101
$2.74K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
90New |
$2.6K - $2.83K
|
90
$2.44K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
84New |
$2.43K - $2.65K
|
84
$2.28K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
40New |
$1.16K - $1.26K
|
40
$1.09K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
22New |
$635 - $693
|
22
$597
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8New |
$231 - $252
|
8
$217
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
118KNew |
$3.19M - $3.73M
|
118K
$3.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
28.2KNew |
$762K - $890K
|
28.2K
$765K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
22.9K+ 154.59% |
$620K - $723K
|
37.8K
$1.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17.7KNew |
$479K - $559K
|
17.7K
$481K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.2KNew |
$302K - $352K
|
11.2K
$303K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.1KNew |
$299K - $349K
|
11.1K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
9.17KNew |
$248K - $289K
|
9.17K
$249K
|
|
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
9.03KNew |
$244K - $285K
|
9.03K
$245K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.78K+ 145.05% |
$237K - $277K
|
14.8K
$402K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.54KNew |
$231K - $269K
|
8.54K
$232K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8KNew |
$216K - $252K
|
8K
$217K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
7.37KNew |
$199K - $233K
|
7.37K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.82K+ 59.46% |
$103K - $120K
|
10.2K
$278K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.62KNew |
$71K - $82.8K
|
2.62K
$71.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.94K+ 5.07% |
$52.4K - $61.1K
|
40.1K
$1.09M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$46.2K - $53.9K
|
1.71K
$46.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
499New |
$13.5K - $15.7K
|
499
$13.5K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
320New |
$8.65K - $10.1K
|
320
$8.68K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
287New |
$7.76K - $9.06K
|
287
$7.79K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
228New |
$6.17K - $7.2K
|
228
$6.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
185New |
$5K - $5.84K
|
185
$5.02K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
97New |
$2.62K - $3.06K
|
97
$2.63K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
71New |
$1.92K - $2.24K
|
71
$1.93K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
59New |
$1.6K - $1.86K
|
59
$1.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
27New |
$730 - $852
|
27
$733
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
997KNew |
$29.1M - $34.4M
|
997K
$27M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
138KNew |
$4.04M - $4.78M
|
138K
$3.75M
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
114KNew |
$3.33M - $3.93M
|
114K
$3.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
65.2KNew |
$1.9M - $2.25M
|
65.2K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
21.8K+ 8.69% |
$635K - $751K
|
272K
$7.38M
|
|