Wallace Advisory Group, LLC Spdr Portfolio Long Term Treas Transaction History

Wallace Advisory Group, LLC

$144 Billion
Q1 2025

A detailed history of Wallace Advisory Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 8,717 shares of SPTL stock, worth $235,707. This represents 0.16% of its overall portfolio holdings.

Number of Shares

8,717

Previous 11,996 27.33%

Holding current value

$235,707

Previous $349 Million 34.53%

% of portfolio

0.16%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$25.54 - $27.64 $83,745 - $90,631	-3,279 Reduced 27.33%	8,717 $228 Million
Q4 2024 Jan 13, 2025	SELL	$26.05 - $29.17 $11,983 - $13,418	-460 Reduced 3.69%	11,996 $349 Million
Q2 2024 Aug 14, 2024	BUY	$26.06 - $27.96 $81,098 - $87,011	3,112 Added 33.3%	12,456 $339 Million
Q1 2024 Apr 12, 2024	BUY	$27.25 - $28.98 $4,251 - $4,520	156 Added 1.7%	9,344 $271 Million
Q4 2023 Jan 08, 2024	BUY	$24.55 - $29.44 $7,757 - $9,303	316 Added 3.56%	9,188 $240 Million
Q3 2023 Oct 05, 2023	SELL	$26.09 - $29.96 $14,088 - $16,178	-540 Reduced 5.74%	8,872 $265 Million
Q1 2023 May 10, 2023	SELL	$28.88 - $31.49 $3,783 - $4,125	-131 Reduced 1.37%	9,412 $291 Million
Q4 2022 Feb 21, 2023	BUY	$27.04 - $31.56 $258,042 - $301,177	9,543 New	9,543 $277 Million

Others Institutions Holding SPTL

# of Institutions

486

Shares Held

362M

Call Options Held

40.7K

Put Options Held

12.7K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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Wallace Advisory Group, LLC Spdr Portfolio Long Term Treas Transaction History