Plan Group Financial, LLC Spdr Portfolio Long Term Treas Transaction History

Plan Group Financial, LLC

$187 Million
Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Plan Group Financial, LLC holds 55,272 shares of SPTL stock, worth $1.48 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

55,272

Previous 55,404 0.24%

Holding current value

$1.48 Million

Previous $1.61 Million 10.12%

% of portfolio

0.77%

Previous 0.86%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$26.05 - $29.17 $3,438 - $3,850	-132 Reduced 0.24%	55,272 $1.45 Million
Q3 2024 Oct 22, 2024	BUY	$26.69 - $29.87 $212,559 - $237,884	7,964 Added 16.79%	55,404 $1.61 Million
Q2 2024 Aug 05, 2024	BUY	$26.06 - $27.96 $1,016 - $1,090	39 Added 0.08%	47,440 $1.29 Million
Q1 2024 Apr 26, 2024	BUY	$27.25 - $28.98 $495,895 - $527,378	18,198 Added 62.32%	47,401 $1.32 Million
Q4 2023 Jan 29, 2024	SELL	$24.55 - $29.44 $327,889 - $393,200	-13,356 Reduced 31.38%	29,203 $847,000
Q3 2023 Nov 13, 2023	BUY	$26.09 - $29.96 $884,007 - $1.02 Million	33,883 Added 390.54%	42,559 $1.11 Million
Q2 2023 Aug 10, 2023	SELL	$29.25 - $31.5 $4.2 Million - $4.52 Million	-143,586 Reduced 94.3%	8,676 $259,000
Q2 2022 Aug 12, 2022	BUY	$31.38 - $37.78 $4.78 Million - $5.75 Million	152,262 New	152,262 $5.04 Million

Others Institutions Holding SPTL

# of Institutions

474

Shares Held

371M

Call Options Held

264K

Put Options Held

19K

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About SPDR PORTFOLIO LONG TERM TREAS

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Plan Group Financial, LLC Spdr Portfolio Long Term Treas Transaction History