Latest Institutional Transactions on Spdr Portfolio Long Term Treas (SPTL)
This table provides information on the latest institutional transactions involving Spdr Portfolio Long Term Treas (SPTL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
3.66K+ 24.13% |
$95.4K - $102K
|
18.8K
$520K
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
9.43KNew |
$246K - $264K
|
9.43K
$260K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.36KNew |
$192K - $206K
|
7.36K
$203K
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
4.2KNew |
$110K - $117K
|
4.2K
$116K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-285K- 74.98% |
$7.44M - $7.98M
|
95.3K
$2.63M
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.73KNew |
$45K - $48.3K
|
1.73K
$47.6K
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
81.6K+ 357.74% |
$2.13M - $2.28M
|
104K
$2.88M
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
202+ 0.97% |
$5.26K - $5.65K
|
20.9K
$577K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.15K+ 1.08% |
$160K - $172K
|
576K
$15.9M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
52New |
$1.36K - $1.45K
|
52
$1.43K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.2KNew |
$526K - $565K
|
20.2K
$557K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.2K+ 136.14% |
$527K - $565K
|
35.1K
$967K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.65K+ 3.7% |
$147K - $158K
|
158K
$4.37M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
179+ 1.57% |
$4.66K - $5K
|
11.6K
$319K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.48KNew |
$64.7K - $69.4K
|
2.48K
$68.5K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-57.9K- 13.79% |
$1.51M - $1.62M
|
362K
$9.99M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
52.3K+ 398.49% |
$1.36M - $1.46M
|
65.4K
$1.8M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.14KNew |
$29.7K - $31.9K
|
1.14K
$31.5K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.74K- 77.87% |
$45.3K - $48.6K
|
494
$13.6K
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
21K+ 86.84% |
$548K - $588K
|
45.2K
$1.25M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
63.2KNew |
$1.65M - $1.77M
|
63.2K
$1.74M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-21K- 13.51% |
$547K - $587K
|
134K
$3.71M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.49K- 3.86% |
$91.1K - $97.7K
|
87.1K
$2.4M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
214K+ 1086.75% |
$5.57M - $5.97M
|
233K
$6.43M
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
16.2K+ 37.8% |
$421K - $452K
|
58.9K
$1.63M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
71.5KNew |
$1.86M - $2M
|
71.5K
$1.97M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
327KNew |
$8.53M - $9.15M
|
327K
$9.03M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.88K+ 2.15% |
$127K - $136K
|
232K
$6.39M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
32.4K+ 3.69% |
$844K - $905K
|
911K
$25.1M
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-81- 0.08% |
$2.11K - $2.26K
|
102K
$2.81M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.19KNew |
$57.1K - $61.3K
|
2.19K
$60.5K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28.3K- 51.07% |
$736K - $790K
|
27.1K
$747K
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
37.3K+ 11.43% |
$973K - $1.04M
|
364K
$10M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.19K- 4.46% |
$31.1K - $33.3K
|
25.5K
$704K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-244Closed |
$6.36K - $6.82K
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.05K- 8.05% |
$27.3K - $29.3K
|
12K
$330K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
13.8K+ 207.82% |
$360K - $387K
|
20.5K
$565K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.54K+ 4831.91% |
$118K - $127K
|
4.64K
$128K
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
24K+ 19.67% |
$626K - $672K
|
146K
$4.03M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.94K- 49.99% |
$207K - $222K
|
7.94K
$219K
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.77K- 1.79% |
$46.2K - $49.5K
|
97K
$2.68M
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
48.2K+ 6.73% |
$1.26M - $1.35M
|
765K
$21.1M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18.3K- 41.61% |
$476K - $511K
|
25.6K
$707K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
289+ 1.55% |
$7.53K - $8.08K
|
18.9K
$521K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.12K+ 2.03% |
$107K - $115K
|
207K
$5.72M
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-3K- 0.22% |
$78.3K - $84K
|
1.35M
$37.3M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
27.2K+ 7.73% |
$709K - $761K
|
379K
$10.5M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
113K+ 91.53% |
$2.94M - $3.15M
|
236K
$6.51M
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.48K+ 34.67% |
$247K - $265K
|
36.8K
$1.02M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.9K+ 10.56% |
$858K - $920K
|
345K
$9.51M
|