Tempus Wealth Planning, LLC Spdr Portfolio Long Term Treas Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 56,428 shares of SPTL stock, worth $1.47 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

56,428

Previous 58,939 4.26%

Holding current value

$1.47 Million

Previous $1.6 Million 2.24%

% of portfolio

0.64%

Previous 0.71%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$26.69 - $29.87 $67,018 - $75,003	-2,511 Reduced 4.26%	56,428 $1.64 Million
Q2 2024 Jul 25, 2024	BUY	$26.06 - $27.96 $421,364 - $452,085	16,169 Added 37.8%	58,939 $1.6 Million
Q1 2024 Apr 19, 2024	SELL	$27.25 - $28.98 $59,950 - $63,756	-2,200 Reduced 4.89%	42,770 $1.19 Million
Q4 2023 Jan 23, 2024	BUY	$24.55 - $29.44 $94,689 - $113,550	3,857 Added 9.38%	44,970 $1.31 Million
Q3 2023 Oct 31, 2023	BUY	$26.09 - $29.96 $9,914 - $11,384	380 Added 0.93%	41,113 $1.08 Million
Q2 2023 Jul 21, 2023	BUY	$29.25 - $31.5 $380,250 - $409,500	13,000 Added 46.88%	40,733 $1.22 Million
Q1 2023 May 08, 2023	BUY	$28.88 - $31.49 $58,944 - $64,271	2,041 Added 7.94%	27,733 $856,000
Q4 2022 Feb 09, 2023	BUY	$27.04 - $31.56 $694,711 - $810,839	25,692 New	25,692 $745,000
Q1 2020 May 13, 2020	SELL	$39.27 - $49.27 $5.46 Million - $6.85 Million	-138,961 Closed	0 $0
Q4 2019 Mar 16, 2020	BUY	$38.76 - $41.87 $5.39 Million - $5.82 Million	138,961 New	138,961 $5.4 Million

Others Institutions Holding SPTL

# of Institutions

459

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
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Tempus Wealth Planning, LLC Spdr Portfolio Long Term Treas Transaction History