Avantax Advisory Services, Inc. Spdr Portfolio Long Term Treas Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,113,903 shares of SPTL stock, worth $110 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

4,113,903

Previous 4,011,892 2.54%

Holding current value

$110 Million

Previous $109 Million 0.02%

% of portfolio

0.62%

Previous 0.68%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$25.48 - $27.78 $2.6 Million - $2.83 Million	102,011 Added 2.54%	4,113,903 $109 Million
Q1 2025 May 06, 2025	BUY	$25.54 - $27.64 $5.26 Million - $5.7 Million	206,114 Added 5.42%	4,011,892 $109 Million
Q4 2024 Feb 07, 2025	BUY	$26.05 - $29.17 $4.17 Million - $4.67 Million	159,986 Added 4.39%	3,805,778 $99.7 Million
Q3 2024 Nov 13, 2024	BUY	$26.69 - $29.87 $93.3 Million - $104 Million	3,496,330 Added 2339.28%	3,645,792 $106 Million
Q2 2024 Aug 09, 2024	BUY	$26.06 - $27.96 $3.5 Million - $3.76 Million	134,477 Added 897.41%	149,462 $4.07 Million

Q1 2024 May 08, 2024	SELL	$27.25 - $28.98 $249,037 - $264,848	-9,139 Reduced 37.88%	14,985 $418,000
Q4 2023 Feb 07, 2024	SELL	$24.55 - $29.44 $1.54 Million - $1.85 Million	-62,882 Reduced 72.27%	24,124 $700,000
Q3 2023 Nov 07, 2023	BUY	$26.09 - $29.96 $1.07 Million - $1.23 Million	41,090 Added 89.49%	87,006 $2.28 Million
Q2 2023 Aug 11, 2023	SELL	$29.25 - $31.5 $27,729 - $29,862	-948 Reduced 2.02%	45,916 $1.37 Million
Q1 2023 Apr 28, 2023	SELL	$28.88 - $31.49 $159,821 - $174,265	-5,534 Reduced 10.56%	46,864 $1.45 Million
Q4 2022 Feb 13, 2023	SELL	$27.04 - $31.56 $76,198 - $88,936	-2,818 Reduced 5.1%	52,398 $1.52 Million
Q3 2022 Nov 01, 2022	SELL	$29.2 - $34.52 $1.53 Million - $1.81 Million	-52,347 Reduced 48.67%	55,216 $1.64 Million
Q2 2022 Aug 02, 2022	BUY	$31.38 - $37.78 $142,151 - $171,143	4,530 Added 4.4%	107,563 $3.56 Million
Q1 2022 Apr 27, 2022	BUY	$36.82 - $41.14 $672,296 - $751,175	18,259 Added 21.54%	103,033 $3.9 Million
Q4 2021 Jan 24, 2022	SELL	$40.52 - $43.72 $145,142 - $156,605	-3,582 Reduced 4.05%	84,774 $3.57 Million
Q3 2021 Oct 21, 2021	BUY	$41.23 - $43.27 $3.64 Million - $3.82 Million	88,356 New	88,356 $3.64 Million

Others Institutions Holding SPTL

# of Institutions

477

Shares Held

377M

Call Options Held

15.9K

Put Options Held

11.1K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
Sector ETFs
Industry ETFs

More about SPTL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Spdr Portfolio Long Term Treas Transaction History