Sea Crest Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Sea Crest Wealth Management, LLC

  • $801 Million
  • Q1 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 24,325 shares of SPTL stock, worth $666,505. This represents 0.08% of its overall portfolio holdings.

Number of Shares
24,325
Previous 28,174 13.66%
Holding current value
$666,505
Previous $817,000 16.89%
% of portfolio
0.08%
Previous 0.1%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$27.25 - $28.98 $104,885 - $111,544
-3,849 Reduced 13.66%
24,325 $679,000
Q4 2023

Jan 18, 2024
SELL
$24.55 - $29.44 $199,984 - $239,818
-8,146 Reduced 22.43%
28,174 $817,000
Q3 2023

Oct 12, 2023
SELL
$26.09 - $29.96 $3,078 - $3,535
-118 Reduced 0.32%
36,320 $949,000
Q2 2023

Jul 14, 2023
SELL
$29.25 - $31.5 $19,158 - $20,632
-655 Reduced 1.77%
36,438 $1.09 Million
Q1 2023

May 11, 2023
SELL
$28.88 - $31.49 $14,093 - $15,367
-488 Reduced 1.3%
37,093 $1.15 Million
Q4 2022

Feb 14, 2023
SELL
$27.39 - $31.56 $31,827 - $36,672
-1,162 Reduced 3.0%
37,581 $1.09 Million
Q3 2022

Nov 14, 2022
BUY
N/A
2,998 Added 8.39%
38,743 $1.15 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-46,158 Reduced 56.36%
35,745 $1.18 Million
Q1 2022

May 16, 2022
SELL
N/A
-5,846 Reduced 6.66%
81,903 $3.1 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-4,678 Reduced 5.06%
87,749 $3.7 Million
Q3 2021

Nov 16, 2021
BUY
N/A
2,440 Added 2.71%
92,427 $3.82 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-10,998 Reduced 10.89%
89,987 $3.72 Million
Q1 2021

May 17, 2021
SELL
N/A
-35,178 Reduced 25.84%
100,985 $3.94 Million
Q4 2020

Feb 09, 2021
BUY
N/A
10,316 Added 8.2%
136,163 $6.15 Million
Q3 2020

Nov 12, 2020
BUY
N/A
12,323 Added 10.85%
125,847 $5.88 Million
Q2 2020

Jul 27, 2020
BUY
N/A
18,851 Added 19.91%
113,524 $5.33 Million
Q1 2020

May 13, 2020
SELL
N/A
-35,203 Reduced 27.11%
94,673 $4.47 Million
Q4 2019

Jan 22, 2020
SELL
N/A
-1,605 Reduced 1.22%
129,876 $5.05 Million
Q3 2019

Oct 15, 2019
BUY
N/A
23,902 Added 22.22%
131,481 $5.4 Million
Q2 2019

Jul 19, 2019
BUY
N/A
7,059 Added 7.02%
107,579 $4.11 Million
Q1 2019

May 10, 2019
BUY
N/A
6,304 Added 6.69%
100,520 $3.66 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-940 Reduced 0.99%
94,216 $3.3 Million
Q3 2018

Nov 14, 2018
BUY
N/A
19,937 Added 26.51%
95,156 $3.22 Million
Q2 2018

Aug 03, 2018
BUY
N/A
659 Added 0.88%
75,219 $2.64 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-9,369 Reduced 11.16%
74,560 $2.62 Million
Q4 2017

Feb 02, 2018
BUY
N/A
83,929
83,929 $3.07 Million

Others Institutions Holding SPTL

# of Institutions
407
Shares Held
290M
Call Options Held
25.5K
Put Options Held
10.8K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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