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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-46.4K- 34.53% |
$1.24M - $1.39M
|
88K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
388New |
$10.4K - $11.6K
|
388
$10.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.5K+ 2.08% |
$281K - $315K
|
517K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.91K+ 11.26% |
$51K - $57.1K
|
18.9K
$493K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
225K+ 38.56% |
$6M - $6.72M
|
808K
$21.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37New |
$988 - $1.11K
|
37
$966
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11- 22.45% |
$294 - $329
|
38
$993
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13New |
$347 - $388
|
13
$340
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
43.8K+ 45.96% |
$1.17M - $1.31M
|
139K
$3.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-214K- 91.73% |
$5.71M - $6.39M
|
19.3K
$504K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.06K+ 4.97% |
$28.3K - $31.6K
|
22.4K
$584K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
76.7KNew |
$2.05M - $2.29M
|
76.7K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-181- 0.22% |
$4.83K - $5.41K
|
81.8K
$2.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.2K- 4.56% |
$700K - $784K
|
550K
$14.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
339+ 0.38% |
$9.05K - $10.1K
|
88.8K
$2.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-783- 5.81% |
$20.9K - $23.4K
|
12.7K
$331K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-25.2K- 14.79% |
$673K - $753K
|
145K
$3.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
935+ 0.25% |
$25K - $27.9K
|
376K
$9.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56.4K+ 205.32% |
$1.51M - $1.68M
|
83.9K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
66+ 2.55% |
$1.76K - $1.97K
|
2.66K
$69.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
214K+ 31.63% |
$5.72M - $6.4M
|
891K
$23.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
33.1K+ 52.73% |
$883K - $989K
|
95.9K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
31.3KNew |
$835K - $934K
|
31.3K
$817K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-443- 2.19% |
$11.8K - $13.2K
|
19.8K
$516K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30New |
$801 - $896
|
30
$784
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
17.2K+ 5.95% |
$458K - $513K
|
306K
$7.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-82.6K- 58.19% |
$2.21M - $2.47M
|
59.4K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-672- 3.57% |
$17.9K - $20.1K
|
18.2K
$474K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.63K- 59.5% |
$43.6K - $48.7K
|
1.11K
$29K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-395- 3.42% |
$10.5K - $11.8K
|
11.2K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.03K+ 1.53% |
$188K - $210K
|
465K
$12.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.47K- 13.49% |
$39.2K - $43.9K
|
9.42K
$246K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-512- 0.5% |
$13.7K - $15.3K
|
101K
$2.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.98K- 12.45% |
$79.5K - $89K
|
21K
$547K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
899K+ 59.86% |
$24M - $26.8M
|
2.4M
$62.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
101+ 0.68% |
$2.7K - $3.02K
|
14.9K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
963+ 2.7% |
$25.7K - $28.8K
|
36.6K
$955K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-182- 0.39% |
$4.86K - $5.44K
|
46.1K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.89K- 6.4% |
$77.2K - $86.4K
|
42.3K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
590New |
$15.7K - $17.6K
|
590
$15.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.08K- 8.42% |
$55.5K - $62.2K
|
22.6K
$591K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.96M+ 67.46% |
$52.2M - $58.5M
|
4.86M
$127M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.24K- 53.43% |
$113K - $127K
|
3.7K
$96.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
56.8K+ 15.59% |
$1.52M - $1.7M
|
421K
$11M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-21.7K- 29.3% |
$579K - $648K
|
52.4K
$1.37M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
22.9K+ 2.99% |
$611K - $684K
|
788K
$20.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.2K+ 1.23% |
$1.02M - $1.14M
|
3.14M
$82M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-223K- 31.1% |
$5.94M - $6.65M
|
493K
$12.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.51K- 4.26% |
$67K - $75K
|
56.4K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
63.8K+ 86.33% |
$1.7M - $1.9M
|
138K
$3.6M
|