Spectrum Planning & Advisory Services Inc. Spdr Portfolio Long Term Treas Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$38.5 - $45.06 $422,037 - $493,947	-10,962 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$44.43 - $46.75 $487,041 - $512,473	10,962 New	10,962 $495,000

Others Institutions Holding SPTL

# of Institutions

490

Shares Held

359M

Call Options Held

26.7K

Put Options Held

18.9K

State Street Corp Boston, MA

59.1M
Shares

$1.56 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

54.7M
Shares

$1.44 Billion
0.66% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

48M
Shares

$1.27 Billion
2.81% of portfolio
Municipal Employees' Retirement System Of Michigan

12.6M
Shares

$333 Million
4.04% of portfolio
Nan Shan Life Insurance Co., Ltd. Taipei City, F5

11M
Shares

$289 Million
7.14% of portfolio

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