A detailed history of Creative Planning transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Creative Planning holds 9,709 shares of SPTL stock, worth $285,250. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,709
Previous 7,695 26.17%
Holding current value
$285,250
Previous $214,000 23.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 15, 2024

BUY
$26.06 - $27.96 $52,484 - $56,311
2,014 Added 26.17%
9,709 $264,000
Q1 2024

May 10, 2024

SELL
$27.25 - $28.98 $29,266 - $31,124
-1,074 Reduced 12.25%
7,695 $214,000
Q4 2023

Feb 14, 2024

SELL
$24.55 - $29.44 $516,532 - $619,417
-21,040 Reduced 70.58%
8,769 $254,000
Q3 2023

Nov 16, 2023

BUY
$26.09 - $29.96 $777,716 - $893,077
29,809 New
29,809 $779,000
Q3 2022

Nov 03, 2022

SELL
$29.2 - $34.52 $229,307 - $271,085
-7,853 Reduced 52.4%
7,134 $211,000
Q2 2022

Aug 15, 2022

BUY
$31.38 - $37.78 $45,846 - $55,196
1,461 Added 10.8%
14,987 $496,000
Q1 2022

May 16, 2022

BUY
$36.82 - $41.14 $498,027 - $556,459
13,526 New
13,526 $512,000
Q4 2021

Feb 11, 2022

SELL
$40.52 - $43.72 $624,170 - $673,462
-15,404 Closed
0 $0
Q3 2021

Nov 10, 2021

BUY
$41.23 - $43.27 $317,099 - $332,789
7,691 Added 99.71%
15,404 $636,000
Q2 2021

Aug 04, 2021

BUY
$38.98 - $41.66 $300,652 - $321,323
7,713 New
7,713 $319,000
Q3 2020

Nov 05, 2020

SELL
$46.15 - $48.99 $225,304 - $239,169
-4,882 Closed
0 $0
Q2 2020

Jul 23, 2020

SELL
$44.77 - $48.87 $18,803 - $20,525
-420 Reduced 7.92%
4,882 $229,000
Q1 2020

May 05, 2020

BUY
$39.27 - $49.27 $208,209 - $261,229
5,302 New
5,302 $250,000
Q4 2019

Jan 30, 2020

SELL
$38.76 - $41.87 $212,947 - $230,033
-5,494 Closed
0 $0
Q3 2019

Nov 01, 2019

BUY
$39.22 - $41.24 $215,474 - $226,572
5,494 New
5,494 $225,000

Others Institutions Holding SPTL

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