D.A. Davidson & Co. Spdr Portfolio Long Term Treas Transaction History

D.A. Davidson & Co.

$12 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 04, 2018	SELL	N/A	-6,215 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	N/A	6,215 New	6,215 $227,000
Q3 2017 Nov 08, 2017	SELL	N/A	-235 Closed	0 $0
Q2 2017 Aug 11, 2017	BUY	N/A	235	235 $0

Others Institutions Holding SPTL

# of Institutions

460

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.47 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.29 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.16 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$450 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$398 Million
0.14% of portfolio

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