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 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
85.5K+ 16.69% |
$2.23M - $2.49M
|
598K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
84.6K+ 207.16% |
$2.2M - $2.47M
|
125K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
74.4KNew |
$1.94M - $2.17M
|
74.4K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73.2K+ 13.31% |
$1.91M - $2.13M
|
623K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
72.7K+ 6.15% |
$1.89M - $2.12M
|
1.26M
$33.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
71.8K+ 187.86% |
$1.87M - $2.09M
|
110K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
69.4K+ 23.59% |
$1.81M - $2.02M
|
364K
$9.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
63.3K+ 30.64% |
$1.65M - $1.85M
|
270K
$7.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
63.1K+ 1.78% |
$1.64M - $1.84M
|
3.61M
$95.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
61.6KNew |
$1.6M - $1.8M
|
61.6K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61K+ 7.75% |
$1.59M - $1.78M
|
848K
$22.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
57.1KNew |
$1.49M - $1.67M
|
57.1K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
54.3K+ 4.82% |
$1.42M - $1.58M
|
1.18M
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
52.9K+ 68.36% |
$1.38M - $1.54M
|
130K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
44.6KNew |
$1.16M - $1.3M
|
44.6K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
43.2KNew |
$1.13M - $1.26M
|
43.2K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
42.6K+ 60.92% |
$1.11M - $1.24M
|
113K
$2.98M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
41.9KNew |
$1.09M - $1.22M
|
41.9K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41.4K+ 4.64% |
$1.08M - $1.21M
|
933K
$24.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
40.9K+ 4.93% |
$1.06M - $1.19M
|
871K
$23M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.5K+ 0.26% |
$1M - $1.12M
|
14.9M
$393M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
37.9KNew |
$988K - $1.11M
|
37.9K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37.8K+ 31.7% |
$985K - $1.1M
|
157K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.4KNew |
$922K - $1.03M
|
35.4K
$936K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.3K+ 39.31% |
$894K - $1M
|
122K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.9KNew |
$882K - $988K
|
33.9K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
32.6K+ 30.66% |
$848K - $950K
|
139K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
32KNew |
$832K - $932K
|
32K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
31.2K+ 12.3% |
$814K - $911K
|
285K
$7.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
30.4K+ 7.27% |
$792K - $887K
|
449K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.8K+ 305.21% |
$750K - $840K
|
38.2K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.9K+ 66.35% |
$727K - $814K
|
70K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$710K - $796K
|
27.3K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.8K+ 4.22% |
$697K - $781K
|
661K
$17.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
26.6K+ 915.33% |
$694K - $777K
|
29.5K
$781K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
26.2KNew |
$682K - $763K
|
26.2K
$692K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
26.1KNew |
$680K - $762K
|
26.1K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
24.5K+ 1.36% |
$639K - $715K
|
1.82M
$48.2M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
24.5K+ 3.89% |
$638K - $714K
|
654K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
24.3K+ 7.74% |
$632K - $708K
|
338K
$8.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
23.6KNew |
$616K - $689K
|
23.6K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
23.6KNew |
$614K - $688K
|
23.6K
$623K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
23.3K+ 24.32% |
$607K - $680K
|
119K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
22.2K+ 3.33% |
$577K - $646K
|
688K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
22K+ 12.75% |
$572K - $641K
|
194K
$5.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
21.2K+ 10.84% |
$552K - $618K
|
216K
$5.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
21KNew |
$547K - $613K
|
21K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21K+ 21.26% |
$547K - $612K
|
120K
$3.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
20.9K+ 221.43% |
$544K - $609K
|
30.3K
$801K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
20.3KNew |
$529K - $593K
|
20.3K
$537K
|