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 |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
814New |
$23.5K - $25.6K
|
814
$22.5K
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
15.5K+ 11.92% |
$449K - $490K
|
146K
$4.03M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-60.1K- 72.88% |
$1.74M - $1.89M
|
22.4K
$617K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
7.21KNew |
$208K - $227K
|
7.21K
$199K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
336New |
$9.7K - $10.6K
|
336
$9.27K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
90New |
$2.6K - $2.83K
|
90
$2.48K
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
16.8KNew |
$486K - $530K
|
16.8K
$464K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-140- 20.14% |
$4.04K - $4.41K
|
555
$15.3K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
101New |
$2.92K - $3.18K
|
101
$2.79K
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.06KNew |
$204K - $222K
|
7.06K
$195K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8New |
$231 - $252
|
8
$221
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
13.3KNew |
$383K - $418K
|
13.3K
$366K
|
|
Q4 2022 | |||||||
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
9.03KNew |
$247K - $285K
|
9.03K
$249K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.54KNew |
$234K - $269K
|
8.54K
$235K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
320New |
$8.76K - $10.1K
|
320
$8.83K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-115- 58.08% |
$3.15K - $3.63K
|
83
$2.29K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
118KNew |
$3.24M - $3.73M
|
118K
$3.26M
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
499New |
$13.7K - $15.7K
|
499
$13.8K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
185New |
$5.07K - $5.84K
|
185
$5.1K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.94K+ 5.07% |
$53.1K - $61.1K
|
40.1K
$1.11M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
9.17KNew |
$251K - $289K
|
9.17K
$253K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.82K+ 59.46% |
$104K - $120K
|
10.2K
$282K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.62KNew |
$71.9K - $82.8K
|
2.62K
$72.4K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
97New |
$2.66K - $3.06K
|
97
$2.68K
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.33K- 13.31% |
$36.4K - $41.9K
|
8.66K
$239K
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.2KNew |
$306K - $352K
|
11.2K
$308K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8KNew |
$219K - $252K
|
8K
$221K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
22.9K+ 154.59% |
$628K - $723K
|
37.8K
$1.04M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
7.37KNew |
$202K - $233K
|
7.37K
$203K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17.7KNew |
$485K - $559K
|
17.7K
$489K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 28.05% |
$630 - $726
|
59
$1.63K
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
28.2KNew |
$772K - $890K
|
28.2K
$778K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
71New |
$1.94K - $2.24K
|
71
$1.96K
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-354- 31.03% |
$9.7K - $11.2K
|
787
$21.7K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.78K+ 145.05% |
$240K - $277K
|
14.8K
$409K
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-317K- 96.44% |
$8.68M - $10M
|
11.7K
$323K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
228New |
$6.24K - $7.2K
|
228
$6.29K
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.87K- 17.38% |
$51.2K - $59K
|
8.89K
$245K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
27New |
$740 - $852
|
27
$745
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
59New |
$1.62K - $1.86K
|
59
$1.63K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$46.8K - $53.9K
|
1.71K
$47.1K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
287New |
$7.86K - $9.06K
|
287
$7.92K
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-164K- 37.17% |
$4.5M - $5.19M
|
278K
$7.66M
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-57- 86.36% |
$1.56K - $1.8K
|
9
$248
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.1KNew |
$303K - $349K
|
11.1K
$305K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-382Closed |
N/A
|
0
$0
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-282K- 70.58% |
N/A
|
117K
$3.24M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-386- 2.06% |
N/A
|
18.4K
$507K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
322+ 0.63% |
N/A
|
51.3K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.61% |
N/A
|
164
$4.52K
|