Wcg Wealth Advisors LLC Spdr Portfolio Long Term Treas Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 113,159 shares of SPTL stock, worth $3.09 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
113,159
Previous 83,460 35.58%
Holding current value
$3.09 Million
Previous $2.28 Million 32.18%
% of portfolio
0.21%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$25.48 - $27.78 $756,730 - $825,038
29,699 Added 35.58%
113,159 $3.01 Million
Q1 2025

May 14, 2025
SELL
$25.54 - $27.64 $8 Million - $8.66 Million
-313,200 Reduced 78.96%
83,460 $2.28 Million
Q4 2024

Feb 18, 2025
SELL
$26.05 - $29.17 $4.36 Million - $4.89 Million
-167,488 Reduced 29.69%
396,660 $10.4 Million
Q3 2024

Nov 13, 2024
BUY
$26.69 - $29.87 $919,897 - $1.03 Million
34,466 Added 6.51%
564,148 $16.4 Million
Q2 2024

Aug 12, 2024
BUY
$26.06 - $27.96 $728,298 - $781,398
27,947 Added 5.57%
529,682 $14.4 Million
Q1 2024

May 13, 2024
BUY
$27.25 - $28.98 $588,518 - $625,881
21,597 Added 4.5%
501,735 $14 Million
Q4 2023

Feb 08, 2024
BUY
$24.55 - $29.44 $9.45 Million - $11.3 Million
385,107 Added 405.24%
480,138 $13.9 Million
Q3 2023

Nov 09, 2023
BUY
$26.09 - $29.96 $2.48 Million - $2.85 Million
95,031 New
95,031 $2.49 Million

Others Institutions Holding SPTL

# of Institutions
478
Shares Held
359M
Call Options Held
19.4K
Put Options Held
0
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
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