Family Wealth Group, LLC Spdr Portfolio Long Term Treas Transaction History

Family Wealth Group, LLC

$96.6 Million
Q2 2025

A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Family Wealth Group, LLC holds 23,444 shares of SPTL stock, worth $639,552. This represents 0.64% of its overall portfolio holdings.

Number of Shares

23,444

Previous 21,153 10.83%

Holding current value

$639,552

Previous $576,000 8.16%

% of portfolio

0.64%

Previous 0.91%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$25.48 - $27.78 $58,374 - $63,643	2,291 Added 10.83%	23,444 $623,000
Q1 2025 May 14, 2025	SELL	$25.54 - $27.64 $137,762 - $149,090	-5,394 Reduced 20.32%	21,153 $576,000
Q4 2024 May 14, 2025	BUY	$26.05 - $29.17 $8,336 - $9,334	320 Added 1.22%	26,547 $695,000
Q3 2024 Apr 01, 2025	BUY	$26.69 - $29.87 $98,325 - $110,041	3,684 Added 16.34%	26,227 $762,000
Q3 2024 Nov 14, 2024	SELL	$26.69 - $29.87 $16,227 - $18,160	-608 Reduced 2.64%	22,441 $652,000
Q2 2024 Apr 01, 2025	BUY	$26.06 - $27.96 $97,099 - $104,178	3,726 Added 19.8%	22,543 $613,000
Q2 2024 Aug 14, 2024	BUY	$26.06 - $27.96 $95,457 - $102,417	3,663 Added 18.9%	23,049 $627,000
Q1 2024 Apr 01, 2025	BUY	$27.25 - $28.98 $57,988 - $61,669	2,128 Added 12.75%	18,817 $526 Million
Q1 2024 Aug 14, 2024	BUY	$27.25 - $28.98 $49,186 - $52,308	1,805 Added 10.27%	19,386 $541,000
Q4 2023 Apr 01, 2025	SELL	$24.55 - $29.44 $141,211 - $169,338	-5,752 Reduced 25.63%	16,689 $484 Million
Q4 2023 Feb 14, 2024	BUY	$24.55 - $29.44 $431,613 - $517,584	17,581 New	17,581 $510,000

Others Institutions Holding SPTL

# of Institutions

474

Shares Held

357M

Call Options Held

19.4K

Put Options Held

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
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Family Wealth Group, LLC Spdr Portfolio Long Term Treas Transaction History