Steward Partners Investment Advisory, LLC Spdr Portfolio Long Term Treas Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 170,690 shares of SPTL stock, worth $4.59 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
170,690
Previous 161,606 5.62%
Holding current value
$4.59 Million
Previous $4.4 Million 12.8%
% of portfolio
0.05%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$26.69 - $29.87 $242,451 - $271,339
9,084 Added 5.62%
170,690 $4.96 Million
Q2 2024

Aug 08, 2024
BUY
$26.06 - $27.96 $150,678 - $161,664
5,782 Added 3.71%
161,606 $4.4 Million
Q1 2024

May 15, 2024
SELL
$27.25 - $28.98 $7.39 Million - $7.86 Million
-271,328 Reduced 63.52%
155,824 $4.35 Million
Q4 2023

Feb 12, 2024
BUY
$24.55 - $29.44 $5.34 Million - $6.41 Million
217,594 Added 103.83%
427,152 $12.4 Million
Q3 2023

Nov 13, 2023
BUY
$26.09 - $29.96 $2.04 Million - $2.34 Million
78,237 Added 59.58%
209,558 $5.48 Million
Q2 2023

Aug 14, 2023
BUY
$29.25 - $31.5 $1.28 Million - $1.38 Million
43,877 Added 50.18%
131,321 $3.93 Million
Q1 2023

May 15, 2023
BUY
$28.88 - $31.49 $2.51 Million - $2.74 Million
86,867 Added 15054.94%
87,444 $2.7 Million
Q4 2022

Feb 15, 2023
BUY
$27.04 - $31.56 $4,028 - $4,702
149 Added 34.81%
577 $16,000
Q3 2022

Nov 10, 2022
BUY
$29.2 - $34.52 $6,862 - $8,112
235 Added 121.76%
428 $13,000
Q2 2022

Aug 04, 2022
SELL
$31.38 - $37.78 $16,537 - $19,910
-527 Reduced 73.19%
193 $6,000
Q1 2022

May 02, 2022
SELL
$36.82 - $41.14 $12,187 - $13,617
-331 Reduced 31.49%
720 $27,000
Q4 2021

Feb 08, 2022
BUY
$40.52 - $43.72 $3,768 - $4,065
93 Added 9.71%
1,051 $44,000
Q3 2021

Nov 12, 2021
SELL
$41.23 - $43.27 $4,988 - $5,235
-121 Reduced 11.21%
958 $40,000
Q2 2021

Aug 13, 2021
BUY
$38.98 - $41.66 $22,140 - $23,662
568 Added 111.15%
1,079 $45,000
Q1 2021

May 14, 2021
BUY
$38.5 - $45.06 $15,708 - $18,384
408 Added 396.12%
511 $0
Q4 2020

Feb 11, 2021
SELL
$44.43 - $46.75 $4,398 - $4,628
-99 Reduced 49.01%
103 $5,000
Q3 2020

Oct 30, 2020
BUY
$46.15 - $48.99 $9,322 - $9,895
202 New
202 $9,000
Q2 2020

Aug 06, 2020
SELL
$44.77 - $48.87 $57,842 - $63,140
-1,292 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$39.27 - $49.27 $50,736 - $63,656
1,292 New
1,292 $61,000

Others Institutions Holding SPTL

# of Institutions
463
Shares Held
355M
Call Options Held
264K
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email