Berkshire Asset Management LLC Spdr Portfolio Long Term Treas Transaction History

Berkshire Asset Management LLC

$2 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 12, 2020	SELL	$38.76 - $41.87 $213,761 - $230,913	-5,515 Closed	0 $0
Q3 2019 Oct 07, 2019	BUY	$39.22 - $41.24 $216,298 - $227,438	5,515 New	5,515 $226,000

Others Institutions Holding SPTL

# of Institutions

429

Shares Held

324M

Call Options Held

26.8K

Put Options Held

1.2K

State Street Corp Boston, MA

54.9M
Shares

$1.56 Billion
0.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

41.2M
Shares

$1.17 Billion
2.5% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.8M
Shares

$1.13 Billion
0.47% of portfolio
Bank Of America Corp Charlotte, NC

17.9M
Shares

$507 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

14.1M
Shares

$401 Million
0.07% of portfolio

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