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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.82K+ 59.46% |
$103K - $120K
|
10.2K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.94K+ 5.07% |
$52.4K - $61.1K
|
40.1K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
97New |
$2.62K - $3.06K
|
97
$2.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.62KNew |
$71K - $82.8K
|
2.62K
$67.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.33K- 13.31% |
$35.9K - $41.9K
|
8.66K
$223K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.2KNew |
$302K - $352K
|
11.2K
$287K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8KNew |
$216K - $252K
|
8K
$206K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
22.9K+ 154.59% |
$620K - $723K
|
37.8K
$973K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
7.37KNew |
$199K - $233K
|
7.37K
$190K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17.7KNew |
$479K - $559K
|
17.7K
$457K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 28.05% |
$622 - $726
|
59
$1.52K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
71New |
$1.92K - $2.24K
|
71
$1.83K
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
28.2KNew |
$762K - $890K
|
28.2K
$727K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-354- 31.03% |
$9.57K - $11.2K
|
787
$20.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-317K- 96.44% |
$8.57M - $10M
|
11.7K
$302K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.78K+ 145.05% |
$237K - $277K
|
14.8K
$382K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
228New |
$6.17K - $7.2K
|
228
$5.88K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.87K- 17.38% |
$50.6K - $59K
|
8.89K
$229K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
27New |
$730 - $852
|
27
$696
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
59New |
$1.6K - $1.86K
|
59
$1.52K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$46.2K - $53.9K
|
1.71K
$44K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
287New |
$7.76K - $9.06K
|
287
$7.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-164K- 37.17% |
$4.45M - $5.19M
|
278K
$7.16M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-57- 86.36% |
$1.54K - $1.8K
|
9
$232
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.1KNew |
$299K - $349K
|
11.1K
$285K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-382Closed |
$11.2K - $13.2K
|
0
$0
|
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-282K- 70.58% |
$8.23M - $9.73M
|
117K
$3.03M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-386- 2.06% |
$11.3K - $13.3K
|
18.4K
$474K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
322+ 0.63% |
$9.4K - $11.1K
|
51.3K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-81- 1.17% |
$2.37K - $2.8K
|
6.85K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
311New |
$9.08K - $10.7K
|
311
$8.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.61% |
$29.2 - $34.5
|
164
$4.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
65+ 0.35% |
$1.9K - $2.24K
|
18.6K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
21.8K+ 8.69% |
$635K - $751K
|
272K
$7.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.51K+ 3.4% |
$161K - $190K
|
167K
$4.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
6.99KNew |
$204K - $241K
|
6.99K
$180K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.1K- 10.17% |
$557K - $659K
|
169K
$4.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
138KNew |
$4.04M - $4.78M
|
138K
$3.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-334- 25.0% |
$9.75K - $11.5K
|
1K
$25.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6+ 0.08% |
$175 - $207
|
7.31K
$188K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 3.15% |
$1.17K - $1.38K
|
1.23K
$31.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
393+ 0.63% |
$11.5K - $13.6K
|
62.5K
$1.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.96K- 41.94% |
$174K - $206K
|
8.24K
$212K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
997KNew |
$29.1M - $34.4M
|
997K
$25.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.23K+ 48.24% |
$35.9K - $42.5K
|
3.78K
$97.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
65.2KNew |
$1.9M - $2.25M
|
65.2K
$1.68M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$40.2K - $47.5K
|
1.38K
$35.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 20.31% |
$64.8K - $76.6K
|
8.71K
$224K
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
8.09KNew |
$236K - $279K
|
8.09K
$208K
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
114KNew |
$3.33M - $3.93M
|
114K
$2.94M
|
|