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 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.26KNew |
$33.5K - $37.5K
|
1.26K
$32.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11K+ 15.45% |
$295K - $330K
|
82.6K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-25K- 50.22% |
$667K - $747K
|
24.8K
$648K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
981New |
$26.2K - $29.3K
|
981
$25.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.32M+ 18.54% |
$61.9M - $69.3M
|
14.8M
$387M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8+ 0.78% |
$214 - $239
|
1.03K
$26.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-426K- 74.21% |
$11.4M - $12.7M
|
148K
$3.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
207K+ 4130840.0% |
$5.51M - $6.17M
|
207K
$5.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.69K- 32.33% |
$98.6K - $110K
|
7.73K
$202K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
56.1K+ 111.97% |
$1.5M - $1.68M
|
106K
$2.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
37.7K+ 10.37% |
$1.01M - $1.13M
|
401K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
341K+ 23.94% |
$9.11M - $10.2M
|
1.77M
$46.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.01K+ 5.05% |
$160K - $179K
|
125K
$3.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55.1K- 36.74% |
$1.47M - $1.65M
|
94.8K
$2.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-500- 98.81% |
$13.3K - $14.9K
|
6
$157
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.44KNew |
$252K - $282K
|
9.44K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
6.26K+ 7.75% |
$167K - $187K
|
86.9K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-57K- 15.75% |
$1.52M - $1.7M
|
305K
$7.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
17.1K+ 12.22% |
$457K - $511K
|
157K
$4.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.68K- 7.65% |
$71.6K - $80.1K
|
32.4K
$846K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.06K- 2.11% |
$55K - $61.6K
|
95.6K
$2.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
15+ 0.5% |
$400 - $448
|
3.02K
$78.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-50.7K- 65.79% |
$1.35M - $1.51M
|
26.4K
$689K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
788New |
$21K - $23.5K
|
788
$20.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 30.0% |
$80.1 - $89.6
|
13
$340
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 1.17% |
$34.4K - $38.5K
|
111K
$2.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-201K- 5.79% |
$5.35M - $5.99M
|
3.26M
$85.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.55K+ 8.77% |
$148K - $166K
|
68.8K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-267K- 18.6% |
$7.12M - $7.97M
|
1.17M
$30.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
31.8K+ 88.28% |
$849K - $950K
|
67.8K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-30.3K- 2.24% |
$808K - $904K
|
1.32M
$34.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.1K+ 107.34% |
$269K - $301K
|
19.5K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.42K+ 48.29% |
$145K - $162K
|
16.6K
$435K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-657- 28.36% |
$17.5K - $19.6K
|
1.66K
$43.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
236K+ 19.82% |
$6.29M - $7.04M
|
1.43M
$37.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
18K+ 11.5% |
$479K - $536K
|
174K
$4.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.1K+ 10.82% |
$348K - $390K
|
134K
$3.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-27.5K- 41.99% |
$733K - $820K
|
37.9K
$991K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.29K- 1.95% |
$61K - $68.3K
|
115K
$3M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
284K+ 12.99% |
$7.59M - $8.49M
|
2.47M
$64.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 20.0% |
$26.7 - $29.9
|
4
$104
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.56K+ 15.7% |
$68.4K - $76.6K
|
18.9K
$493K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.28K+ 5.0% |
$34.2K - $38.3K
|
26.9K
$703K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-366- 6.43% |
$9.77K - $10.9K
|
5.33K
$139K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
170K+ 69.73% |
$4.54M - $5.08M
|
414K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7.47K+ 110.62% |
$199K - $223K
|
14.2K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-7.91K- 2.09% |
$211K - $236K
|
371K
$9.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
79.5KNew |
$2.12M - $2.38M
|
79.5K
$2.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-12.2K- 49.8% |
$325K - $364K
|
12.3K
$321K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-12K- 28.29% |
$319K - $357K
|
30.3K
$791K
|