Financial Life Advisors Spdr Portfolio Long Term Treas Transaction History

Financial Life Advisors

$238 Million
Q1 2024

A detailed history of Financial Life Advisors transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Financial Life Advisors holds 17,762 shares of SPTL stock, worth $483,659. This represents 0.21% of its overall portfolio holdings.

Number of Shares

17,762

Previous 56,123 68.35%

Holding current value

$483,659

Previous $1.63 Million 69.53%

% of portfolio

0.21%

Previous 0.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$27.25 - $28.98 $1.05 Million - $1.11 Million	-38,361 Reduced 68.35%	17,762 $496,000
Q4 2023 Mar 19, 2024	SELL	$24.55 - $29.44 $3.66 Million - $4.39 Million	-149,118 Reduced 72.66%	56,123 $1.63 Million
Q3 2023 Nov 01, 2023	BUY	$26.09 - $29.96 $277,910 - $319,133	10,652 Added 5.47%	205,241 $5.37 Million
Q2 2023 Jul 18, 2023	SELL	$29.25 - $31.5 $1.82 Million - $1.96 Million	-62,262 Reduced 24.24%	194,589 $5.82 Million
Q1 2023 Apr 26, 2023	SELL	$28.88 - $31.49 $99,318 - $108,294	-3,439 Reduced 1.32%	256,851 $7.93 Million

Q4 2022 Feb 07, 2023	BUY	$27.39 - $31.56 $5.87 Million - $6.76 Million	214,258 Added 465.45%	260,290 $7.56 Million
Q3 2022 Oct 28, 2022	BUY	N/A	46,032 New	46,032 $1.36 Million

Others Institutions Holding SPTL

# of Institutions

407

Shares Held

290M

Call Options Held

25.5K

Put Options Held

10.8K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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Financial Life Advisors Spdr Portfolio Long Term Treas Transaction History