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 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.03K+ 1838.11% |
$157K - $176K
|
6.36K
$168K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
5.95K+ 31.48% |
$155K - $173K
|
24.8K
$657K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.76K+ 1.17% |
$150K - $168K
|
499K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.53K+ 7.4% |
$144K - $161K
|
80.2K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.23K+ 1.26% |
$136K - $153K
|
419K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.21K+ 57.6% |
$136K - $152K
|
14.2K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
4.63K+ 20.72% |
$121K - $135K
|
27K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.62K+ 23.73% |
$120K - $135K
|
24.1K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
4.37K+ 21.63% |
$114K - $127K
|
24.5K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.26K+ 1664.45% |
$111K - $124K
|
4.52K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.15K+ 37.21% |
$108K - $121K
|
15.3K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.9K+ 1.04% |
$102K - $114K
|
380K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3.72KNew |
$96.9K - $108K
|
3.72K
$98.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.65K+ 9.77% |
$95.1K - $107K
|
41K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.48K+ 3.39% |
$90.6K - $101K
|
106K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
3.32K+ 10.44% |
$86.5K - $96.8K
|
35.1K
$929K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.19K+ 78.37% |
$83K - $93K
|
7.26K
$192K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.06K+ 12.33% |
$79.6K - $89.2K
|
27.8K
$736K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.03K+ 82.04% |
$79K - $88.5K
|
6.73K
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.99KNew |
$77.9K - $87.2K
|
2.99K
$79.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.95K+ 9.1% |
$76.8K - $86K
|
35.3K
$934K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.94K+ 20.67% |
$76.5K - $85.7K
|
17.2K
$454K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.89KNew |
$75.2K - $84.2K
|
2.89K
$76.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.57KNew |
$67K - $75K
|
2.57K
$68K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2.15K+ 0.09% |
$56.1K - $62.8K
|
2.47M
$65.4M
|
|
|
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
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
2.01KNew |
$52.4K - $58.7K
|
2.01K
$53.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.98K+ 1488.72% |
$51.6K - $57.8K
|
2.11K
$55.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.79K+ 4718.42% |
$46.7K - $52.3K
|
1.83K
$48.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.78K+ 11.17% |
$46.5K - $52K
|
17.8K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.69K+ 4.78% |
$44K - $49.2K
|
37K
$977K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.52K+ 3.51% |
$39.6K - $44.3K
|
44.9K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.4K+ 2.6% |
$36.5K - $40.9K
|
55.3K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.36KNew |
$35.5K - $39.8K
|
1.36K
$36.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.22K+ 415.99% |
$31.9K - $35.7K
|
1.52K
$40.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.11K+ 8.32% |
$28.9K - $32.4K
|
14.5K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.04KNew |
$27.1K - $30.3K
|
1.04K
$27.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
993+ 49.72% |
$25.9K - $29K
|
2.99K
$79.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
892+ 2410.81% |
$23.2K - $26K
|
929
$24.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
721+ 1.56% |
$18.8K - $21K
|
46.8K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
614New |
$16K - $17.9K
|
614
$16.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
538New |
$14K - $15.7K
|
538
$14.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
530+ 2.33% |
$13.8K - $15.5K
|
23.3K
$615K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
444New |
$11.6K - $13K
|
444
$11.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
425New |
$11.1K - $12.4K
|
425
$11.2K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
401New |
$10.4K - $11.7K
|
401
$10.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
390New |
$10.2K - $11.4K
|
390
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
371New |
$9.66K - $10.8K
|
371
$9.81K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
353+ 3.73% |
$9.2K - $10.3K
|
9.81K
$259K
|