Halbert Hargrove Global Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

Halbert Hargrove Global Advisors, LLC

$1.76 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$26.05 - $29.17 $7,294 - $8,167	280 New	280 $7,000

Others Institutions Holding SPTL

# of Institutions

489

Shares Held

361M

Call Options Held

40.7K

Put Options Held

12.7K

State Street Corp Boston, MA

57.8M
Shares

$1.52 Billion
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

51.2M
Shares

$1.35 Billion
0.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

46.7M
Shares

$1.23 Billion
2.58% of portfolio
Envestnet Asset Management Inc

14.9M
Shares

$392 Million
0.13% of portfolio
Bank Of America Corp Charlotte, NC

12.3M
Shares

$324 Million
0.03% of portfolio

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