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 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-6.85K- 9.97% |
$183K - $204K
|
61.8K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.34KNew |
$223K - $249K
|
8.34K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
77.5K+ 12.79% |
$2.07M - $2.31M
|
684K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
106KNew |
$2.84M - $3.18M
|
106K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.04KNew |
$215K - $240K
|
8.04K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
76.7KNew |
$2.05M - $2.29M
|
76.7K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-18.8K- 6.32% |
$502K - $561K
|
278K
$7.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-115- 6.53% |
$3.07K - $3.44K
|
1.65K
$43K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
28.1K+ 17.04% |
$751K - $841K
|
193K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-63K- 67.38% |
$1.68M - $1.88M
|
30.5K
$797K
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.85K- 3.33% |
$183K - $205K
|
199K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.06K+ 9.37% |
$28.3K - $31.7K
|
12.4K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
225KNew |
$6M - $6.72M
|
225K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
691+ 125.41% |
$18.4K - $20.6K
|
1.24K
$32.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-358- 8.31% |
$9.56K - $10.7K
|
3.95K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.22K- 19.43% |
$219K - $246K
|
34.1K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.7K+ 340.33% |
$339K - $379K
|
16.4K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.14M+ 20.48% |
$217M - $243M
|
47.9M
$1.25B
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.6K+ 9.77% |
$283K - $317K
|
119K
$3.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.24M+ 12.68% |
$33.1M - $37M
|
11M
$288M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
387New |
$10.3K - $11.6K
|
387
$10.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
16New |
$427 - $478
|
16
$418
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
64+ 0.22% |
$1.71K - $1.91K
|
28.9K
$755K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.41K+ 5.98% |
$64.2K - $71.8K
|
42.6K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
67.5K+ 19.59% |
$1.8M - $2.02M
|
412K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.69K+ 544.53% |
$71.8K - $80.4K
|
3.18K
$83.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
9.33KNew |
$249K - $279K
|
9.33K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
515K+ 516.96% |
$13.7M - $15.4M
|
615K
$16.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.48% |
$107 - $119
|
831
$21.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
14New |
$374 - $418
|
14
$366
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
164K+ 35.35% |
$4.39M - $4.91M
|
629K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47.8K+ 31.49% |
$1.28M - $1.43M
|
200K
$5.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
749New |
$20K - $22.4K
|
749
$19.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.53K- 21.05% |
$94.2K - $105K
|
13.2K
$346K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-29K- 18.7% |
$773K - $865K
|
126K
$3.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.7K- 6.29% |
$367K - $411K
|
205K
$5.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
703K+ 146.61% |
$18.8M - $21M
|
1.18M
$30.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.42K- 49.72% |
$198K - $222K
|
7.5K
$196K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-27.2K- 16.29% |
$727K - $813K
|
140K
$3.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
20.6K+ 44.33% |
$549K - $614K
|
67K
$1.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-6.86K- 22.4% |
$183K - $205K
|
23.7K
$620K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-14.2K- 24.67% |
$379K - $424K
|
43.3K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.94K- 2.54% |
$78.5K - $87.9K
|
113K
$2.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.29K+ 3.8% |
$34.5K - $38.6K
|
35.3K
$922K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-662- 52.0% |
$17.7K - $19.8K
|
611
$16K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
461+ 0.27% |
$12.3K - $13.8K
|
172K
$4.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.19K+ 0.05% |
$31.8K - $35.6K
|
2.24M
$58.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.7KNew |
$392K - $438K
|
14.7K
$383K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-2.59K- 11.62% |
$69K - $77.2K
|
19.7K
$514K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-52.9K- 34.49% |
$1.41M - $1.58M
|
100K
$2.62M
|