Wealthsource Partners, LLC Spdr Portfolio Long Term Treas Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Wealthsource Partners, LLC holds 784,456 shares of SPTL stock, worth $21.5 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
784,456
Previous 842,841 6.93%
Holding current value
$21.5 Million
Previous $22 Million 3.28%
% of portfolio
1.5%
Previous 1.52%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$24.55 - $29.44 $1.43 Million - $1.72 Million
-58,385 Reduced 6.93%
784,456 $22.8 Million
Q3 2023

Nov 09, 2023
BUY
$26.09 - $29.96 $18.9 Million - $21.8 Million
726,054 Added 621.69%
842,841 $22 Million
Q2 2023

Aug 14, 2023
SELL
$29.25 - $31.5 $144,231 - $155,326
-4,931 Reduced 4.05%
116,787 $3.49 Million
Q1 2023

May 15, 2023
BUY
$28.88 - $31.49 $120,025 - $130,872
4,156 Added 3.54%
121,718 $3.76 Million
Q4 2022

Feb 09, 2023
SELL
$27.39 - $31.56 $151,521 - $174,589
-5,532 Reduced 4.49%
117,562 $3.41 Million
Q3 2022

Nov 14, 2022
BUY
N/A
39,251 Added 46.81%
123,094 $3.65 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-7,167 Reduced 7.87%
83,843 $2.77 Million
Q1 2022

May 09, 2022
BUY
N/A
7,692 Added 9.23%
91,010 $3.44 Million
Q4 2021

Feb 14, 2022
BUY
N/A
18,357 Added 28.26%
83,318 $3.51 Million
Q3 2021

Nov 18, 2021
BUY
N/A
27,808 Added 74.85%
64,961 $2.68 Million
Q2 2021

Nov 18, 2021
SELL
N/A
-1,679 Reduced 4.32%
37,153 $1.53 Million
Q1 2021

Jun 21, 2021
SELL
N/A
-51,098 Reduced 56.82%
38,832 $1.51 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-25,356 Reduced 21.99%
89,930 $4.06 Million
Q3 2020

Nov 16, 2020
BUY
N/A
4,088 Added 3.68%
115,286 $0
Q2 2020

Aug 17, 2020
SELL
N/A
-150,895 Reduced 57.57%
111,198 $5.22 Million
Q1 2020

May 12, 2020
BUY
N/A
58,979 Added 29.04%
262,093 $12.4 Million
Q4 2019

Feb 12, 2020
BUY
N/A
95,320 Added 88.43%
203,114 $7.9 Million
Q3 2019

Nov 15, 2019
BUY
N/A
82,603 Added 327.91%
107,794 $4.42 Million
Q2 2019

Aug 09, 2019
BUY
N/A
16,968 Added 206.35%
25,191 $961,000
Q1 2019

May 16, 2019
SELL
N/A
-23,752 Reduced 74.28%
8,223 $299,000
Q4 2018

Feb 06, 2019
BUY
N/A
775 Added 2.48%
31,975 $1.12 Million
Q3 2018

Nov 13, 2018
BUY
N/A
54 Added 0.17%
31,200 $1.06 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-19,533 Reduced 38.54%
31,146 $1.09 Million
Q1 2018

Apr 16, 2018
BUY
N/A
42,577 Added 525.51%
50,679 $1.78 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-5,776 Reduced 41.62%
8,102 $565,000
Q4 2017

Feb 16, 2018
BUY
N/A
7,342 Added 112.33%
13,878 $508,000
Q3 2017

Nov 20, 2017
BUY
N/A
220 Added 3.48%
6,536 $470,000
Q2 2017

Aug 16, 2017
BUY
N/A
6,316
6,316 $455,000

Others Institutions Holding SPTL

# of Institutions
407
Shares Held
291M
Call Options Held
25.5K
Put Options Held
10.8K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
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