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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.24K- 35.01% |
$59.8K - $66.9K
|
4.16K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
8.36KNew |
$223K - $250K
|
8.36K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7.93KNew |
$212K - $237K
|
7.93K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
350K+ 28.2% |
$9.33M - $10.4M
|
1.59M
$41.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
155K+ 24.13% |
$4.13M - $4.62M
|
796K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11K- 6.4% |
$293K - $328K
|
160K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-58.6K- 85.14% |
$1.56M - $1.75M
|
10.2K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
714+ 3.06% |
$19.1K - $21.3K
|
24.1K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-72.5K- 2.0% |
$1.93M - $2.17M
|
3.55M
$92.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-159- 94.08% |
$4.24K - $4.75K
|
10
$261
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.32K+ 55.43% |
$142K - $159K
|
14.9K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-656- 1.65% |
$17.5K - $19.6K
|
39.1K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
455New |
$12.1K - $13.6K
|
455
$11.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
256+ 2.99% |
$6.83K - $7.65K
|
8.83K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-89.8K- 38.26% |
$2.4M - $2.68M
|
145K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
34.5K+ 6.51% |
$920K - $1.03M
|
564K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
378+ 0.25% |
$10.1K - $11.3K
|
150K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
451+ 105.13% |
$12K - $13.5K
|
880
$23K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
27New |
$721 - $806
|
27
$705
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.5M+ 2339.28% |
$93.3M - $104M
|
3.65M
$95.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
108K+ 3.25% |
$2.88M - $3.22M
|
3.43M
$89.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
156K+ 6.39% |
$4.17M - $4.67M
|
2.6M
$68M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-52- 32.3% |
$1.39K - $1.55K
|
109
$2.85K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.76K- 2.11% |
$73.5K - $82.3K
|
128K
$3.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-15.6K- 2.29% |
$416K - $465K
|
666K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.97K+ 16416.67% |
$52.6K - $58.8K
|
1.98K
$51.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.4K+ 4.75% |
$972K - $1.09M
|
802K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
596KNew |
$15.9M - $17.8M
|
596K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-41- 40.2% |
$1.09K - $1.22K
|
61
$1.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14KNew |
$373K - $417K
|
14K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
14.9K+ 28.97% |
$397K - $444K
|
66.2K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.99K- 12.63% |
$53K - $59.4K
|
13.7K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.3M- 33.93% |
$34.6M - $38.7M
|
2.52M
$65.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.85K+ 3.11% |
$156K - $175K
|
194K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-17.1K- 16.42% |
$457K - $512K
|
87.3K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27K+ 8.47% |
$721K - $807K
|
346K
$9.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
139K+ 20.07% |
$3.7M - $4.14M
|
830K
$21.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
22.2KNew |
$593K - $664K
|
22.2K
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
520K+ 27.36% |
$13.9M - $15.5M
|
2.42M
$63.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
58.9K+ 12.9% |
$1.57M - $1.76M
|
516K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
52.5KNew |
$1.4M - $1.57M
|
52.5K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-565- 63.27% |
$15.1K - $16.9K
|
328
$8.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14KNew |
$373K - $417K
|
14K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.88M+ 4.56% |
$50.2M - $56.1M
|
43.1M
$1.13B
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.8K+ 0.48% |
$128K - $143K
|
1.01M
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
133K+ 15.94% |
$3.56M - $3.99M
|
971K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.45K+ 7.76% |
$92K - $103K
|
47.9K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 52.31% |
$399K - $446K
|
43.5K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 45.0% |
$240 - $269
|
11
$287
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
545KNew |
$14.5M - $16.3M
|
545K
$14.2M
|