A detailed history of Baystate Wealth Management LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Baystate Wealth Management LLC holds 139,991 shares of SPTL stock, worth $3.84 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
139,991
Previous 138,221 1.28%
Holding current value
$3.84 Million
Previous $3.61 Million 12.4%
% of portfolio
0.3%
Previous 0.3%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$24.55 - $29.44 $43,453 - $52,108
1,770 Added 1.28%
139,991 $4.06 Million
Q3 2023

Oct 25, 2023

BUY
$26.09 - $29.96 $765,010 - $878,487
29,322 Added 26.93%
138,221 $3.61 Million
Q2 2023

Sep 21, 2023

BUY
$29.25 - $31.5 $3.19 Million - $3.43 Million
108,899 New
108,899 $3.26 Million
Q1 2023

Apr 25, 2023

BUY
$28.88 - $31.49 $1.79 Million - $1.95 Million
61,876 Added 138.52%
106,546 $3.29 Million
Q4 2022

Jan 12, 2023

SELL
$27.39 - $31.56 $675,355 - $778,174
-24,657 Reduced 35.57%
44,670 $1.3 Million
Q3 2022

Nov 10, 2022

BUY
N/A
13,365 Added 23.88%
69,327 $2.06 Million
Q2 2022

Aug 02, 2022

BUY
N/A
34,938 Added 166.18%
55,962 $1.85 Million
Q1 2022

Apr 19, 2022

BUY
N/A
13,555 Added 181.48%
21,024 $795,000
Q4 2021

Jan 21, 2022

BUY
N/A
5,571 Added 293.52%
7,469 $315,000
Q3 2021

Nov 05, 2021

BUY
N/A
1,846 Added 3550.0%
1,898 $78,000
Q1 2021

Apr 21, 2021

SELL
N/A
-441 Reduced 89.45%
52 $2,000
Q4 2020

Jan 15, 2021

BUY
N/A
493 New
493 $22,000
Q1 2019

Apr 25, 2019

SELL
N/A
-37 Closed
0 $0
Q4 2018

Jan 24, 2019

BUY
N/A
37 New
37 $1,000

Others Institutions Holding SPTL

About SPDR PORTFOLIO LONG TERM TREAS


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