Vertex Planning Partners, LLC Spdr Portfolio Long Term Treas Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 44,855 shares of SPTL stock, worth $1.21 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

44,855

Previous 43,335 3.51%

Holding current value

$1.21 Million

Previous $1.26 Billion 6.75%

% of portfolio

0.26%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$26.05 - $29.17 $39,596 - $44,338	1,520 Added 3.51%	44,855 $1.17 Billion
Q3 2024 Nov 07, 2024	SELL	$26.69 - $29.87 $378,811 - $423,944	-14,193 Reduced 24.67%	43,335 $1.26 Billion
Q2 2024 Aug 13, 2024	BUY	$26.06 - $27.96 $501,003 - $537,531	19,225 Added 50.19%	57,528 $1.57 Billion
Q1 2024 May 13, 2024	SELL	$27.25 - $28.98 $45,807 - $48,715	-1,681 Reduced 4.2%	38,303 $1.07 Billion
Q4 2023 Feb 14, 2024	BUY	$24.55 - $29.44 $84,402 - $101,214	3,438 Added 9.41%	39,984 $1.16 Billion
Q3 2023 Nov 14, 2023	BUY	$26.09 - $29.96 $355,163 - $407,845	13,613 Added 59.36%	36,546 $956 Million
Q2 2023 Aug 14, 2023	BUY	$29.25 - $31.5 $29,688 - $31,972	1,015 Added 4.63%	22,933 $686 Million
Q1 2023 May 16, 2023	BUY	$28.88 - $31.49 $208,138 - $226,948	7,207 Added 48.99%	21,918 $677 Million
Q4 2022 Feb 06, 2023	BUY	$27.04 - $31.56 $397,785 - $464,279	14,711 New	14,711 $427 Million

Others Institutions Holding SPTL

# of Institutions

481

Shares Held

365M

Call Options Held

40.7K

Put Options Held

12.7K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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Vertex Planning Partners, LLC Spdr Portfolio Long Term Treas Transaction History