Kingsview Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 30,518 shares of SPTL stock, worth $819,103. This represents 0.02% of its overall portfolio holdings.

Number of Shares

30,518

Previous 93,565 67.38%

Holding current value

$819,103

Previous $2.55 Million 65.16%

% of portfolio

0.02%

Previous 0.06%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$26.69 - $29.87 $1.68 Million - $1.88 Million	-63,047 Reduced 67.38%	30,518 $887,000
Q2 2024 Aug 14, 2024	SELL	$26.06 - $27.96 $13,264 - $14,231	-509 Reduced 0.54%	93,565 $2.55 Million
Q1 2024 May 09, 2024	BUY	$27.25 - $28.98 $54,663 - $58,133	2,006 Added 2.18%	94,074 $2.63 Million
Q4 2023 Feb 08, 2024	BUY	$24.55 - $29.44 $15,736 - $18,871	641 Added 0.7%	92,068 $2.67 Million
Q3 2023 Nov 07, 2023	SELL	$26.09 - $29.96 $1.91 Million - $2.19 Million	-73,207 Reduced 44.47%	91,427 $2.39 Million
Q2 2023 Aug 10, 2023	BUY	$29.25 - $31.5 $58,178 - $62,653	1,989 Added 1.22%	164,634 $4.92 Million
Q1 2023 May 15, 2023	SELL	$28.88 - $31.49 $177,323 - $193,348	-6,140 Reduced 3.64%	162,645 $5.02 Million
Q4 2022 Feb 13, 2023	BUY	$27.04 - $31.56 $107,943 - $125,987	3,992 Added 2.42%	168,785 $4.9 Million
Q3 2022 Nov 14, 2022	SELL	$29.2 - $34.52 $4,000 - $4,729	-137 Reduced 0.08%	164,793 $4.88 Million
Q2 2022 Aug 16, 2022	BUY	$31.38 - $37.78 $136,251 - $164,040	4,342 Added 2.7%	164,930 $5.45 Million
Q1 2022 Feb 08, 2024	BUY	$36.82 - $41.14 $2.44 Million - $2.73 Million	66,278 Added 71.99%	158,346 $0
Q4 2021 Feb 17, 2022	BUY	$40.52 - $43.72 $161,755 - $174,530	3,992 Added 2.55%	160,588 $6.77 Million
Q3 2021 Dec 03, 2021	BUY	$41.23 - $43.27 $1.57 Million - $1.65 Million	38,098 Added 32.15%	156,596 $6.47 Million
Q2 2021 Aug 17, 2021	BUY	$38.98 - $41.66 $644,612 - $688,931	16,537 Added 16.22%	118,498 $4.89 Million
Q1 2021 May 24, 2021	BUY	$38.5 - $45.06 $421,652 - $493,497	10,952 Added 12.03%	101,961 $4.02 Million
Q4 2020 Feb 16, 2021	BUY	$44.43 - $46.75 $546,489 - $575,025	12,300 Added 15.63%	91,009 $4.11 Million
Q3 2020 Nov 19, 2020	BUY	$46.15 - $48.99 $427,164 - $453,451	9,256 Added 13.33%	78,709 $3.68 Million
Q2 2020 Aug 14, 2020	BUY	$44.77 - $48.87 $548,835 - $599,097	12,259 Added 21.43%	69,453 $3.26 Million
Q1 2020 May 11, 2020	SELL	$39.27 - $49.27 $370,394 - $464,714	-9,432 Reduced 14.16%	57,194 $2.7 Million
Q4 2019 Jan 31, 2020	SELL	$38.76 - $41.87 $272,211 - $294,053	-7,023 Reduced 9.54%	66,626 $2.59 Million
Q4 2019 Jan 30, 2020	BUY	$38.76 - $41.87 $700,315 - $756,507	18,068 Added 32.51%	73,649 $2.7 Million
Q3 2019 Jan 29, 2020	SELL	$39.22 - $41.24 $84,283 - $88,624	-2,149 Reduced 3.72%	55,581 $2.28 Million
Q2 2019 Jan 29, 2020	BUY	N/A	2,137 Added 3.84%	57,730 $2.2 Million
Q1 2019 Jan 29, 2020	BUY	N/A	6,384 Added 12.97%	55,593 $2.02 Million
Q4 2018 Jan 29, 2020	SELL	N/A	-11,816 Reduced 19.36%	49,209 $1.72 Million
Q3 2018 Jan 29, 2020	BUY	N/A	4,096 Added 7.19%	61,025 $2.06 Million
Q2 2018 Jan 29, 2020	BUY	N/A	159 Added 0.28%	56,929 $1.99 Million
Q1 2018 Jan 29, 2020	SELL	N/A	-16,879 Reduced 22.92%	56,770 $1.99 Million
Q4 2017 Jan 29, 2020	BUY	N/A	36,810 Added 99.92%	73,649 $2.7 Million
Q3 2017 Jan 29, 2020	BUY	N/A	3,205 Added 9.53%	36,839 $2.65 Million
Q2 2017 Jan 29, 2020	BUY	N/A	12,558 Added 59.58%	33,634 $2.43 Million
Q1 2017 Jan 29, 2020	BUY	N/A	21,076	21,076 $1.47 Million

Others Institutions Holding SPTL

# of Institutions

461

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

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Kingsview Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History