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 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-58Closed |
$2.23K - $2.61K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-251Closed |
$9.66K - $11.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-868Closed |
$33.4K - $39.1K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-4Closed |
$154 - $180
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-19.7KClosed |
$757K - $886K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-30.6KClosed |
$1.18M - $1.38M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.15KClosed |
$237K - $277K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-250KClosed |
$9.63M - $11.3M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-11KClosed |
$422K - $494K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-7.72KClosed |
$297K - $348K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-22Closed |
$847 - $991
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.11KClosed |
$235K - $275K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-479Closed |
$18.4K - $21.6K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-34Closed |
$1.31K - $1.53K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-5.93KClosed |
$228K - $267K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-49.8KClosed |
$1.92M - $2.25M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-24.1KClosed |
$927K - $1.09M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-146KClosed |
$5.62M - $6.58M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-637KClosed |
$24.5M - $28.7M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-12Closed |
$462 - $541
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-65.5KClosed |
$2.52M - $2.95M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-22.9KClosed |
$882K - $1.03M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-246Closed |
$10.9K - $11.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-63.4KClosed |
$2.82M - $2.96M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.76KClosed |
$78.2K - $82.2K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-75.1KClosed |
$3.34M - $3.51M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-8.35KClosed |
$371K - $390K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-41Closed |
$1.82K - $1.92K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
93New |
$4.13K - $4.35K
|
93
$2.4K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-12Closed |
$533 - $561
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
13.4KNew |
$596K - $627K
|
13.4K
$345K
|
|
| Q3 2020 | |||||||
|
Mar 28, 2023
Q3 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-14.1K- 65.54% |
$650K - $690K
|
7.41K
$191K
|
|
|
Nov 16, 2020
Q3 2020
|
Astor Investment Management LLC
|
SELL
|
- |
-455KClosed |
$21M - $22.3M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Bts Asset Management, Inc.
|
SELL
|
- |
-65.6KClosed |
$3.03M - $3.21M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
189New |
$8.72K - $9.26K
|
189
$4.87K
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-50Closed |
$2.31K - $2.45K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-131Closed |
$6.05K - $6.42K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8.43KClosed |
$389K - $413K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-154Closed |
$7.11K - $7.54K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Executive Wealth Management, LLC
|
SELL
|
- |
-39.9KClosed |
$1.84M - $1.96M
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-522Closed |
$24.1K - $25.6K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-5.65KClosed |
$261K - $277K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-179Closed |
$8.26K - $8.77K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-99Closed |
$4.57K - $4.85K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.5K+ 2.59% |
$112K - $122K
|
98.7K
$2.54M
|
|
|
Sep 08, 2021
Q2 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-201Closed |
$9K - $9.82K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
140KNew |
$6.28M - $6.86M
|
140K
$3.62M
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-813Closed |
$36.4K - $39.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.78KClosed |
$124K - $136K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-137KClosed |
$6.12M - $6.68M
|
0
$0
|
|