Captrust Financial Advisors Spdr Portfolio Long Term Treas Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Captrust Financial Advisors holds 14,162 shares of SPTL stock, worth $379,966. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,162
Previous 13,961 1.44%
Holding current value
$379,966
Previous $380,000 1.05%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$25.48 - $27.78 $5,121 - $5,583
201 Added 1.44%
14,162 $376,000
Q1 2025

May 14, 2025
BUY
$25.54 - $27.64 $121,902 - $131,925
4,773 Added 51.95%
13,961 $380,000
Q4 2024

Feb 14, 2025
BUY
$26.05 - $29.17 $239,347 - $268,013
9,188 New
9,188 $240,000
Q1 2024

May 15, 2024
SELL
$27.25 - $28.98 $20,056 - $21,329
-736 Reduced 8.8%
7,628 $213,000
Q4 2023

Feb 14, 2024
BUY
$24.55 - $29.44 $205,336 - $246,236
8,364 New
8,364 $242,000
Q2 2022

Aug 16, 2022
BUY
$31.38 - $37.78 $5,585 - $6,724
178 Added 7.65%
2,506 $83,000
Q1 2022

May 16, 2022
BUY
$36.82 - $41.14 $42,379 - $47,352
1,151 Added 97.79%
2,328 $88,000
Q4 2021

Feb 14, 2022
BUY
$40.52 - $43.72 $9,238 - $9,968
228 Added 24.03%
1,177 $50,000
Q2 2021

Aug 16, 2021
BUY
$38.98 - $41.66 $10,641 - $11,373
273 Added 40.38%
949 $39,000
Q1 2021

May 17, 2021
BUY
$38.5 - $45.06 $26,026 - $30,460
676 New
676 $26,000
Q3 2020

Nov 17, 2020
SELL
$46.15 - $48.99 $501,512 - $532,374
-10,867 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$44.77 - $48.87 $24,892 - $27,171
-556 Reduced 4.87%
10,867 $509,000
Q1 2020

May 15, 2020
BUY
$39.27 - $49.27 $448,581 - $562,811
11,423 New
11,423 $548,000
Q4 2018

Feb 13, 2019
SELL
N/A
-501 Closed
0 $0
Q3 2018

Nov 15, 2018
BUY
N/A
501 New
501 $17,000

Others Institutions Holding SPTL

# of Institutions
479
Shares Held
361M
Call Options Held
19.4K
Put Options Held
0
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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