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 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.19KNew |
$57.1K - $61.3K
|
2.19K
$56.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
24K+ 19.67% |
$626K - $672K
|
146K
$3.77M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-762- 85.14% |
$19.9K - $21.3K
|
133
$3.43K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$338K - $363K
|
13K
$334K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.78K- 90.05% |
$72.4K - $77.6K
|
307
$7.91K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
21.6K+ 91.56% |
$562K - $603K
|
45.1K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
783New |
$20.4K - $21.9K
|
783
$20.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
834+ 95.42% |
$21.7K - $23.3K
|
1.71K
$44K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
473New |
$12.3K - $13.2K
|
473
$12.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
144New |
$3.75K - $4.03K
|
144
$3.71K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
72New |
$1.88K - $2.01K
|
72
$1.86K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.08KNew |
$29.5K - $31.4K
|
1.08K
$27.9K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2Closed |
$54.5 - $58
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13K+ 21.37% |
$30.8K - $32.7K
|
6.42K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
436New |
$11.9K - $12.6K
|
436
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21.2K+ 19.52% |
$577K - $613K
|
130K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
195New |
$5.31K - $5.65K
|
195
$5.03K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 0.43% |
$354 - $377
|
2.99K
$77.1K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-736- 8.8% |
$20.1K - $21.3K
|
7.63K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.2KNew |
$277K - $295K
|
10.2K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58.2K- 4.49% |
$1.58M - $1.69M
|
1.24M
$31.9M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.2KNew |
$632K - $672K
|
23.2K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
228K+ 208.55% |
$6.23M - $6.62M
|
338K
$8.71M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.64K+ 32.29% |
$154K - $163K
|
23.1K
$596K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
175+ 14.06% |
$4.77K - $5.07K
|
1.42K
$36.6K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
188+ 895.24% |
$5.12K - $5.45K
|
209
$5.39K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.3KNew |
$282K - $300K
|
10.3K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
256New |
$6.98K - $7.42K
|
256
$6.6K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
189+ 1.98% |
$5.15K - $5.48K
|
9.71K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
45.7K+ 8.94% |
$1.25M - $1.32M
|
557K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
607New |
$16.5K - $17.6K
|
607
$15.6K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
160KNew |
$4.37M - $4.65M
|
160K
$4.13M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57New |
$1.55K - $1.65K
|
57
$1.47K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
13.2K+ 11.6% |
$360K - $383K
|
127K
$3.27M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-7Closed |
$191 - $203
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-453- 5.5% |
$12.3K - $13.1K
|
7.78K
$200K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.2KNew |
$331K - $352K
|
12.2K
$313K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
711New |
$19.4K - $20.6K
|
711
$18.3K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8New |
$218 - $232
|
8
$206
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.93K+ 8.21% |
$79.8K - $84.9K
|
38.6K
$995K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-391- 4.03% |
$10.7K - $11.3K
|
9.31K
$240K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
47.9K+ 100.24% |
$1.31M - $1.39M
|
95.7K
$2.47M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.18K+ 49.42% |
$114K - $121K
|
12.6K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-35- 1.96% |
$954 - $1.01K
|
1.75K
$45.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
5.94K+ 9.66% |
$162K - $172K
|
67.5K
$1.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.62KNew |
$235K - $250K
|
8.62K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
490New |
$13.4K - $14.2K
|
490
$12.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12.8KNew |
$348K - $370K
|
12.8K
$329K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
609+ 6.62% |
$16.6K - $17.6K
|
9.81K
$253K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-31- 26.05% |
$845 - $898
|
88
$2.27K
|
|