Us Advisors Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 13,114 shares of SPTL stock, worth $352,242. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,114

Previous 13,231 0.88%

Holding current value

$352,242

Previous $385,000 10.91%

% of portfolio

0.11%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$26.05 - $29.17 $3,047 - $3,412	-117 Reduced 0.88%	13,114 $343,000
Q3 2024 Nov 07, 2024	SELL	$26.69 - $29.87 $94,162 - $105,381	-3,528 Reduced 21.05%	13,231 $385,000
Q2 2024 Aug 06, 2024	SELL	$26.06 - $27.96 $312,329 - $335,100	-11,985 Reduced 41.7%	16,759 $456,000
Q1 2024 May 02, 2024	BUY	$27.25 - $28.98 $171,811 - $182,718	6,305 Added 28.1%	28,744 $803,000
Q4 2023 Feb 12, 2024	SELL	$24.55 - $29.44 $450,124 - $539,782	-18,335 Reduced 44.97%	22,439 $651,000
Q3 2023 Nov 09, 2023	BUY	$26.09 - $29.96 $56,667 - $65,073	2,172 Added 5.63%	40,774 $1.07 Million
Q2 2023 Aug 01, 2023	BUY	$29.25 - $31.5 $25,213 - $27,153	862 Added 2.28%	38,602 $1.15 Million
Q1 2023 Apr 13, 2023	SELL	$28.88 - $31.49 $14,555 - $15,870	-504 Reduced 1.32%	37,740 $1.17 Million
Q4 2022 Feb 10, 2023	BUY	$27.04 - $31.56 $11,221 - $13,097	415 Added 1.1%	38,244 $1.11 Million
Q3 2022 Nov 14, 2022	SELL	$29.2 - $34.52 $10,979 - $12,979	-376 Reduced 0.98%	37,829 $1.12 Million
Q2 2022 Aug 12, 2022	BUY	$31.38 - $37.78 $73,366 - $88,329	2,338 Added 6.52%	38,205 $1.26 Million
Q1 2022 Jun 08, 2022	BUY	$36.82 - $41.14 $503,145 - $562,178	13,665 Added 61.55%	35,867 $1.36 Million
Q4 2021 Feb 14, 2022	BUY	$40.52 - $43.72 $70,828 - $76,422	1,748 Added 8.55%	22,202 $936,000
Q3 2021 Nov 03, 2021	BUY	$41.23 - $43.27 $74,585 - $78,275	1,809 Added 9.7%	20,454 $845,000
Q2 2021 Aug 09, 2021	BUY	$38.98 - $41.66 $120,448 - $128,729	3,090 Added 19.86%	18,645 $770,000
Q1 2021 May 11, 2021	BUY	$38.5 - $45.06 $281,974 - $330,019	7,324 Added 88.98%	15,555 $606,000
Q4 2020 Feb 11, 2021	BUY	$44.43 - $46.75 $365,703 - $384,799	8,231 New	8,231 $371,000

Others Institutions Holding SPTL

# of Institutions

465

Shares Held

365M

Call Options Held

264K

Put Options Held

19K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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Us Advisors Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History