Kingdom Financial Group Llc. Spdr Portfolio Long Term Treas Transaction History

Kingdom Financial Group Llc.

$114 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	SELL	$25.54 - $27.64 $29,575 - $32,007	-1,158 Reduced 8.3%	12,794 $349 Million
Q4 2024 Feb 10, 2025	BUY	$26.05 - $29.17 $5,288 - $5,921	203 Added 1.48%	13,952 $365 Million
Q3 2024 Nov 12, 2024	SELL	$26.69 - $29.87 $53,033 - $59,351	-1,987 Reduced 12.63%	13,749 $400 Million
Q2 2024 Aug 06, 2024	SELL	$26.06 - $27.96 $23,897 - $25,639	-917 Reduced 5.51%	15,736 $428 Million
Q1 2024 May 15, 2024	SELL	$27.25 - $28.98 $20,982 - $22,314	-770 Reduced 4.42%	16,653 $465 Million
Q4 2023 Jan 17, 2024	BUY	$24.55 - $29.44 $53,617 - $64,296	2,184 Added 14.33%	17,423 $506 Million
Q3 2023 Oct 16, 2023	BUY	$26.09 - $29.96 $101,829 - $116,933	3,903 Added 34.43%	15,239 $399 Million
Q2 2023 Jul 31, 2023	BUY	$29.25 - $31.5 $331,578 - $357,084	11,336 New	11,336 $339 Million

Others Institutions Holding SPTL

# of Institutions

480

Shares Held

356M

Call Options Held

26.7K

Put Options Held

18.9K

State Street Corp Boston, MA

59.1M
Shares

$1.56 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

54.7M
Shares

$1.44 Billion
0.66% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

48M
Shares

$1.27 Billion
2.81% of portfolio
Municipal Employees' Retirement System Of Michigan

12.6M
Shares

$333 Million
4.04% of portfolio
Nan Shan Life Insurance Co., Ltd. Taipei City, F5

11M
Shares

$289 Million
7.14% of portfolio

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