Robertson Stephens Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 164,375 shares of SPTL stock, worth $4.28 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
164,375
Previous 155,661 5.6%
Holding current value
$4.28 Million
Previous $4.08 Million 9.03%
% of portfolio
0.16%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$25.54 - $27.64 $222,555 - $240,854
8,714 Added 5.6%
164,375 $4.44 Million
Q4 2024

Jan 27, 2025
SELL
$26.05 - $29.17 $10.1 Million - $11.4 Million
-389,319 Reduced 71.44%
155,661 $4.08 Million
Q3 2024

Nov 12, 2024
BUY
$26.69 - $29.87 $14.5 Million - $16.3 Million
544,980 New
544,980 $15.8 Million

Others Institutions Holding SPTL

# of Institutions
515
Shares Held
375M
Call Options Held
26.7K
Put Options Held
19K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
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