Balboa Wealth Partners Spdr Portfolio Long Term Treas Transaction History

Balboa Wealth Partners

  • $369 Million
  • Q2 2024

A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Balboa Wealth Partners holds 13,582 shares of SPTL stock, worth $402,434. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,582
Holding current value
$402,434
% of portfolio
0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$26.06 - $27.96 $353,946 - $379,752
13,582 New
13,582 $369,000
Q1 2023

May 11, 2023
SELL
$28.88 - $31.49 $49,933 - $54,446
-1,729 Reduced 18.48%
7,626 $235,000
Q4 2022

Feb 14, 2023
BUY
$27.04 - $31.56 $49,996 - $58,354
1,849 Added 24.63%
9,355 $271,000
Q3 2022

Jan 04, 2023
BUY
$29.2 - $34.52 $219,175 - $259,107
7,506 New
7,506 $222,000

Others Institutions Holding SPTL

# of Institutions
429
Shares Held
327M
Call Options Held
26.8K
Put Options Held
1.2K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
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