Purchases and Sales Made in Q4 2024 in Spdr Portfolio Long Term Treas (SPTL)

SPTL Quotes by TradingView

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 23, 2025 Q4 2024
Hantz Financial Services, Inc.

BUY
 -
338
+ 3380.0%
$8.8K - $9.86K
348 $9.2K
Feb 03, 2025 Q4 2024
Boyd Watterson Asset Management LLC

BUY
 -
333
+ 3.94%
$8.67K - $9.71K
8.78K $232K
Feb 07, 2025 Q4 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
331
+ 2.26%
$8.62K - $9.66K
15K $397K
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
328
+ 37.27%
$8.54K - $9.57K
1.21K $31.9K
Jan 27, 2025 Q4 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
320
+ 2.86%
$8.34K - $9.33K
11.5K $304K
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
287
New
$7.48K - $8.37K
287 $7.59K
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
280
New
$7.29K - $8.17K
280 $7.4K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
237
+ 61.24%
$6.17K - $6.91K
624 $16.5K
Jan 13, 2025 Q4 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
225
+ 1.22%
$5.86K - $6.56K
18.7K $495K
Feb 10, 2025 Q4 2024
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
203
+ 1.48%
$5.29K - $5.92K
14K $369K
Feb 12, 2025 Q4 2024
Citigroup Inc

BUY
 -
180
+ 0.03%
$4.69K - $5.25K
516K $13.6M
Feb 10, 2025 Q4 2024
Creative Financial Designs Inc

BUY
 -
169
+ 6.36%
$4.4K - $4.93K
2.83K $74.8K
Feb 13, 2025 Q4 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
151
+ 1.22%
$3.93K - $4.4K
12.5K $332K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
122
New
$3.18K - $3.56K
122 $3.23K
Feb 13, 2025 Q4 2024
Elios Financial Group Inc.

Westlake, OH
BUY
 -
119
+ 1.5%
$3.1K - $3.47K
8.04K $213K
Feb 12, 2025 Q4 2024
Fsb Premier Wealth Management, Inc.

BUY
 -
96
+ 0.25%
$2.5K - $2.8K
38.4K $1.02M
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
95
+ 11.43%
$2.47K - $2.77K
926 $24.5K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
82
New
$2.14K - $2.39K
82 $2.17K
Jan 02, 2025 Q4 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
68
New
$1.77K - $1.98K
68 $1.8K
Feb 06, 2025 Q4 2024
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
67
+ 0.01%
$1.75K - $1.95K
1.01M $26.8M
Jan 23, 2025 Q4 2024
Hamilton Point Investment Advisors, LLC

BUY
 -
57
New
$1.48K - $1.66K
57 $1.51K
Feb 14, 2025 Q4 2024
Reyes Financial Architecture, Inc.

San Diego, CA
BUY
 -
57
New
$1.48K - $1.66K
57 $1.51K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
55
New
$1.43K - $1.6K
55 $1.45K
Feb 13, 2025 Q4 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
52
+ 192.59%
$1.35K - $1.52K
79 $2.09K
Feb 13, 2025 Q4 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
52
+ 192.59%
$1.35K - $1.52K
79 $2.09K
Jan 14, 2025 Q4 2024
Stephens Group Asset Management, LLC

BUY
 -
44
+ 0.42%
$1.15K - $1.28K
10.5K $278K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
39
New
$1.02K - $1.14K
39 $1.03K
Feb 04, 2025 Q4 2024
Northwest Capital Management Inc

BUY
 -
38
+ 14.07%
$990 - $1.11K
308 $8.14K
Jan 17, 2025 Q4 2024
Goal Vest Advisory LLC

BUY
 -
30
New
$782 - $875
30 $793
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
27
New
$703 - $788
27 $714
Feb 06, 2025 Q4 2024
Mainstream Capital Management LLC

Los Angeles, CA
BUY
 -
22
New
$573 - $642
22 $582
Feb 14, 2025 Q4 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
16
+ 14.68%
$417 - $467
125 $3.31K
Feb 18, 2025 Q4 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
8
New
$208 - $233
8 $212
Feb 07, 2025 Q4 2024
Hexagon Capital Partners LLC

BUY
 -
5
New
$130 - $146
5 $132
Feb 05, 2025 Q4 2024
Proffitt & Goodson Inc

BUY
 -
4
New
$104 - $117
4 $106
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
3
+ 1.12%
$78.2 - $87.5
270 $7.14K
Feb 13, 2025 Q4 2024
Safe Harbor Fiduciary, LLC

Pensacola, FL
BUY
 -
2
+ 0.44%
$52.1 - $58.3
457 $12.1K
Feb 11, 2025 Q4 2024
Td Private Client Wealth LLC

New York, NY
BUY
 -
1
+ 100.0%
$26.1 - $29.2
2 $52.9
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
1
+ 1.39%
$26.1 - $29.2
73 $1.93K
Feb 10, 2025 Q4 2024
Security National Bank

BUY
 -
1
New
$26.1 - $29.2
1 $26.4
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 13, 2025 Q4 2024
Bank Of Montreal

Toronto, A6
SELL
 -
-7
- 0.17%
$182 - $204
4.15K $110K
Feb 10, 2025 Q4 2024
Rakuten Securities, Inc.

Tokyo, M0
SELL
 -
-10
- 0.97%
$261 - $292
1.02K $27K
Feb 14, 2025 Q4 2024
Integrated Wealth Concepts LLC

SELL
 -
-12
- -0.0%
$313 - $350
602K $15.9M
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

SELL
 -
-24
- -0.0%
$625 - $700
1.28M $33.9M
Jan 13, 2025 Q4 2024
Rosenberg Matthew Hamilton

SELL
 -
-42
- 2.43%
$1.09K - $1.23K
1.68K $44.5K
Feb 05, 2025 Q4 2024
Maia Wealth LLC

Denver, CO
SELL
 -
-56
- 0.3%
$1.46K - $1.63K
18.8K $497K
Jan 13, 2025 Q4 2024
Integrated Capital Management, Inc.

SELL
 -
-56
- 0.1%
$1.46K - $1.63K
55.7K $1.47M
Feb 11, 2025 Q4 2024
Ballast Advisors LLC

SELL
 -
-60
- 3.42%
$1.56K - $1.75K
1.69K $44.7K

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