Avantax Planning Partners, Inc. Spdr Portfolio Long Term Treas Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 4,028,364 shares of SPTL stock, worth $108 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares

4,028,364

Previous 3,837,974 4.96%

Holding current value

$108 Million

Previous $102 Million 6.42%

% of portfolio

3.15%

Previous 3.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$25.67 - $27.21 $4.89 Million - $5.18 Million	190,390 Added 4.96%	4,028,364 $109 Million
Q2 2025 Aug 11, 2025	BUY	$25.48 - $27.78 $3.08 Million - $3.36 Million	120,795 Added 3.25%	3,837,974 $102 Million
Q1 2025 Apr 28, 2025	BUY	$25.54 - $27.64 $2.73 Million - $2.95 Million	106,873 Added 2.96%	3,717,179 $101 Million
Q4 2024 Feb 07, 2025	BUY	$26.05 - $29.17 $1.64 Million - $1.84 Million	63,123 Added 1.78%	3,610,306 $94.6 Million
Q3 2024 Nov 13, 2024	SELL	$26.69 - $29.87 $1.93 Million - $2.17 Million	-72,481 Reduced 2.0%	3,547,183 $103 Million
Q2 2024 Aug 09, 2024	BUY	$26.06 - $27.96 $94.3 Million - $101 Million	3,619,664 New	3,619,664 $98.5 Million

Others Institutions Holding SPTL

# of Institutions

479

Shares Held

361M

Call Options Held

19.4K

Put Options Held

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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Avantax Planning Partners, Inc. Spdr Portfolio Long Term Treas Transaction History