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, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
605+ 0.55% |
$15.8K - $16.9K
|
110K
$3.12M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-417- 0.85% |
$10.9K - $11.7K
|
48.5K
$1.38M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-27.7K- 0.72% |
$721K - $773K
|
3.82M
$108M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-582- 0.39% |
$15.2K - $16.3K
|
150K
$4.24M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-295K- 8.88% |
$7.69M - $8.25M
|
3.03M
$85.8M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.15M+ 102.38% |
$186M - $200M
|
14.1M
$401M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.34K- 68.58% |
$61.1K - $65.5K
|
1.07K
$30.5K
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.41K+ 20.01% |
$193K - $207K
|
44.4K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
525K+ 17.85% |
$13.7M - $14.7M
|
3.46M
$98.2M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-305K- 34.34% |
$7.95M - $8.53M
|
583K
$16.5M
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
159K+ 35.64% |
$4.15M - $4.45M
|
606K
$17.2M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.21K- 4.13% |
$31.5K - $33.8K
|
28.1K
$796K
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59+ 0.39% |
$1.54K - $1.65K
|
15.1K
$428K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 4.43% |
$710K - $761K
|
641K
$18.2M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27.7K+ 9.49% |
$721K - $773K
|
319K
$9.04M
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.6KNew |
$354K - $380K
|
13.6K
$385K
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19.2K+ 50.19% |
$501K - $538K
|
57.5K
$1.63M
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2- 28.57% |
$52.1 - $55.9
|
5
$142
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
62.8KNew |
$1.64M - $1.76M
|
62.8K
$1.78M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15K+ 111.29% |
$392K - $421K
|
28.6K
$810K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
41.2K+ 47.41% |
$1.07M - $1.15M
|
128K
$3.63M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-10.4K- 53.87% |
$271K - $291K
|
8.92K
$253K
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
950+ 0.5% |
$24.8K - $26.6K
|
192K
$5.44M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
619K+ 76.69% |
$16.1M - $17.3M
|
1.43M
$40.4M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-416- 31.78% |
$10.8K - $11.6K
|
893
$25.3K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
16+ 0.0% |
$417 - $447
|
457K
$13M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
41.4K+ 5.47% |
$1.08M - $1.16M
|
799K
$22.7M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.6KNew |
$250K - $268K
|
9.6K
$272K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.6K- 1.71% |
$458K - $491K
|
1.01M
$28.6M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-20.2K- 8.22% |
$526K - $564K
|
225K
$6.39M
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-259K- 96.97% |
$6.75M - $7.24M
|
8.1K
$230K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12.4K+ 53.73% |
$324K - $348K
|
35.6K
$1.01M
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
14K+ 25.7% |
$366K - $392K
|
68.7K
$1.95M
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
197K+ 39.89% |
$5.14M - $5.51M
|
691K
$19.6M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
27.9K+ 5.57% |
$728K - $781K
|
530K
$15M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.8KNew |
$437K - $469K
|
16.8K
$475K
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.14K- 2.4% |
$29.7K - $31.8K
|
46.3K
$1.31M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13.3K+ 4115.79% |
$346K - $372K
|
13.6K
$386K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
77.5K+ 86.39% |
$2.02M - $2.17M
|
167K
$4.74M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-54.6K- 52.83% |
$1.42M - $1.53M
|
48.8K
$1.38M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
81.2K+ 11.37% |
$2.12M - $2.27M
|
796K
$22.6M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-140K- 3.51% |
$3.64M - $3.9M
|
3.84M
$109M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
303+ 5.58% |
$7.9K - $8.47K
|
5.74K
$163K
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.24K+ 2.28% |
$32.2K - $34.6K
|
55.5K
$1.57M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10New |
$261 - $280
|
10
$284
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.73K- 3.17% |
$175K - $188K
|
206K
$5.84M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
533KNew |
$13.9M - $14.9M
|
533K
$15.1M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.27K+ 4.09% |
$33K - $35.4K
|
32.2K
$912K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.4K- 5.63% |
$62.5K - $67.1K
|
40.2K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.62MNew |
$94.3M - $101M
|
3.62M
$103M
|