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

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 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 3,717,179 shares of SPTL stock, worth $96.7 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares

3,717,179

Previous 3,610,306 2.96%

Holding current value

$96.7 Million

Previous $94.6 Million 7.17%

% of portfolio

3.61%

Previous 3.43%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

515

Shares Held

375M

Call Options Held

26.7K

Put Options Held

19K

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About SPDR PORTFOLIO LONG TERM TREAS

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