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 |
---|---|---|---|---|---|---|---|
Aug 13, 2020
Q2 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-9.54KClosed |
$427K - $466K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-618Closed |
$27.7K - $30.2K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-59Closed |
$2.64K - $2.88K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-1.31KClosed |
$58.6K - $63.9K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-34KClosed |
$1.52M - $1.66M
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.65KClosed |
$208K - $227K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
24New |
$1.07K - $1.17K
|
24
$627
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-35.6KClosed |
$1.59M - $1.74M
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-187KClosed |
$7.36M - $9.23M
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-70- 82.35% |
$2.75K - $3.45K
|
15
$392
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-9.96KClosed |
$391K - $491K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-35.7KClosed |
$1.4M - $1.76M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-10.4KClosed |
$407K - $511K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4Closed |
$157 - $197
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-70.2KClosed |
$2.76M - $3.46M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-337KClosed |
$13.2M - $16.6M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10Closed |
$393 - $493
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-39Closed |
$1.53K - $1.92K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-300Closed |
$11.8K - $14.8K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-32.7KClosed |
$1.28M - $1.61M
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.01KClosed |
$236K - $296K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-146KClosed |
$5.74M - $7.2M
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-5.34KClosed |
$210K - $263K
|
0
$0
|
|
Q4 2019 | |||||||
May 11, 2020
Q4 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.18KClosed |
$45.7K - $49.4K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
447New |
$17.3K - $18.7K
|
447
$11.7K
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
78New |
$3.02K - $3.27K
|
78
$2.04K
|
|
Feb 13, 2020
Q4 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.2KClosed |
$357K - $385K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Bellecapital International Ltd.
|
SELL
|
- |
-11.4KClosed |
$440K - $476K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.52KClosed |
$214K - $231K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-5Closed |
$194 - $209
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Spectrum Management Group, LLC
|
SELL
|
- |
-600Closed |
$23.3K - $25.1K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Valmark Advisers, Inc.
|
SELL
|
- |
-23.5KClosed |
$912K - $986K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-89.6KClosed |
$3.47M - $3.75M
|
0
$0
|
|
Q3 2019 | |||||||
Apr 01, 2020
Q3 2019
|
Archer Investment Corp
|
SELL
|
- |
-73Closed |
$2.86K - $3.01K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Covenant Partners, LLC
|
SELL
|
- |
-16.4KClosed |
$645K - $678K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-99Closed |
$3.88K - $4.08K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.59MClosed |
$101M - $107M
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-111Closed |
$4.35K - $4.58K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-16.8KClosed |
$659K - $692K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-7.39KClosed |
$290K - $305K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.5KClosed |
$98.2K - $103K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Occidental Asset Management, LLC
|
SELL
|
- |
-6.91KClosed |
$271K - $285K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Beacon Financial Group
|
SELL
|
- |
-12KClosed |
$472K - $497K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
BUY
|
- |
191KNew |
$7.48M - $7.86M
|
191K
$4.98M
|
|
Q2 2019 | |||||||
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-58.9KClosed |
N/A
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.31KClosed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-9.76KClosed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-333Closed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-27.5KClosed |
N/A
|
0
$0
|