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 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.42M+ 4803.22% |
$141M - $158M
|
5.54M
$148M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.6M+ 8.35% |
$93.7M - $105M
|
46.7M
$1.25B
|
|
|
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
$82M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.9M+ 5.29% |
$75.6M - $84.7M
|
57.8M
$1.54B
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.13M+ 32995.19% |
$55.4M - $62.1M
|
2.13M
$57M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.58M+ 38.1% |
$41.1M - $46M
|
5.72M
$153M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.19MNew |
$31M - $34.7M
|
1.19M
$31.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.16M+ 14404.09% |
$30.2M - $33.8M
|
1.17M
$31.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.05M+ 21.55% |
$27.3M - $30.5M
|
5.91M
$158M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
798KNew |
$20.8M - $23.3M
|
798K
$21.3M
|
|
|
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
$23.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
496KNew |
$12.9M - $14.5M
|
496K
$13.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
473K+ 27.11% |
$12.3M - $13.8M
|
2.22M
$59.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
443K+ 55.17% |
$11.5M - $12.9M
|
1.25M
$33.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
426K+ 170.03% |
$11.1M - $12.4M
|
676K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
415KNew |
$10.8M - $12.1M
|
415K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
390K+ 51.01% |
$10.2M - $11.4M
|
1.15M
$30.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
360K+ 802.72% |
$9.37M - $10.5M
|
404K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
359K+ 44.05% |
$9.36M - $10.5M
|
1.18M
$31.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
358KNew |
$9.32M - $10.4M
|
358K
$9.55M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
244K+ 13.8% |
$6.35M - $7.11M
|
2.01M
$53.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
235KNew |
$6.12M - $6.85M
|
235K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
226KNew |
$5.9M - $6.6M
|
226K
$6.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
219K+ 10.85% |
$5.71M - $6.39M
|
2.24M
$59.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
200KNew |
$5.22M - $5.85M
|
200K
$5.35M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
200K+ 93.06% |
$5.21M - $5.84M
|
415K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
194KNew |
$5.06M - $5.67M
|
194K
$5.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
189K+ 9.08% |
$4.93M - $5.52M
|
2.28M
$60.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
186K+ 1896.78% |
$4.85M - $5.43M
|
196K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
172K+ 5.39% |
$4.49M - $5.03M
|
3.37M
$90M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
160K+ 4.39% |
$4.17M - $4.67M
|
3.81M
$102M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
152K+ 181.09% |
$3.96M - $4.43M
|
236K
$6.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
144KNew |
$3.75M - $4.2M
|
144K
$3.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
141K+ 113.01% |
$3.68M - $4.12M
|
266K
$7.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
141K+ 21.72% |
$3.66M - $4.1M
|
788K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
134K+ 3.78% |
$3.48M - $3.9M
|
3.67M
$97.9M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
129K+ 16.34% |
$3.36M - $3.76M
|
917K
$24.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125KNew |
$3.26M - $3.66M
|
125K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
122K+ 87.3% |
$3.18M - $3.56M
|
262K
$6.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
120K+ 15.32% |
$3.12M - $3.49M
|
901K
$24.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
117KNew |
$3.04M - $3.4M
|
117K
$3.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
114KNew |
$2.97M - $3.33M
|
114K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
114K+ 5.07% |
$2.96M - $3.31M
|
2.35M
$62.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
110K+ 171.22% |
$2.87M - $3.22M
|
175K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
110KNew |
$2.87M - $3.21M
|
110K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
101K+ 95.18% |
$2.63M - $2.95M
|
207K
$5.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
100KNew |
$2.61M - $2.92M
|
100K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
88.7K+ 2.29% |
$2.31M - $2.59M
|
3.96M
$106M
|