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

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 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 335,882 shares of SPTL stock, worth $9.18 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
335,882
Previous 164,375 104.34%
Holding current value
$9.18 Million
Previous $4.44 Million 100.88%
% of portfolio
0.29%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$25.48 - $27.78 $4.37 Million - $4.76 Million
171,507 Added 104.34%
335,882 $8.93 Million
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
475
Shares Held
359M
Call Options Held
19.4K
Put Options Held
0
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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