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 |
---|---|---|---|---|---|---|---|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 12.23% |
$497K - $528K
|
167K
$4.59M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.2K+ 29.68% |
$387K - $411K
|
62K
$1.7M
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.2K- 10.02% |
$32.6K - $34.7K
|
10.7K
$295K
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-8.57K- 31.05% |
$234K - $248K
|
19K
$522K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2- 22.22% |
$54.5 - $58
|
7
$192
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39.3K+ 72.09% |
$1.07M - $1.14M
|
93.7K
$2.57M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-86.5K- 81.48% |
$2.36M - $2.51M
|
19.7K
$539K
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
75.9K+ 37.08% |
$2.07M - $2.2M
|
280K
$7.69M
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
18.2K+ 62.32% |
$496K - $527K
|
47.4K
$1.3M
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.54K- 28.61% |
$96.4K - $103K
|
8.83K
$242K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
101KNew |
$2.74M - $2.91M
|
101K
$2.76M
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.11K- 26.99% |
$112K - $119K
|
11.1K
$305K
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
15.2KNew |
$414K - $440K
|
15.2K
$416K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-377K- 47.29% |
$10.3M - $10.9M
|
420K
$11.5M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
10.2K+ 179.59% |
$278K - $296K
|
15.9K
$436K
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
564K+ 232.86% |
$15.4M - $16.4M
|
807K
$22.1M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-17.6K- 88.72% |
$478K - $509K
|
2.23K
$61.2K
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
2.83K+ 1.77% |
$77K - $81.9K
|
163K
$4.47M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.02K+ 54.65% |
$55.1K - $58.6K
|
5.72K
$157K
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-12.8K- 7.74% |
$349K - $371K
|
153K
$4.19M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-622- 10.25% |
$16.9K - $18K
|
5.45K
$149K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-1.43K- 61.55% |
$39K - $41.5K
|
895
$24.5K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
266K+ 87.59% |
$7.25M - $7.71M
|
570K
$15.6M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3.81K+ 16.59% |
$104K - $110K
|
26.7K
$733K
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
9.94K+ 8.77% |
$271K - $288K
|
123K
$3.38M
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
490New |
$13.4K - $14.2K
|
490
$13.4K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.26K+ 95.96% |
$88.8K - $94.4K
|
6.65K
$182K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
53.5K+ 6.48% |
$1.46M - $1.55M
|
879K
$24.1M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.36K+ 33500.0% |
$146K - $155K
|
5.38K
$147K
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.02MNew |
$27.9M - $29.6M
|
1.02M
$28M
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
24.7K+ 5.85% |
$673K - $715K
|
447K
$12.3M
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-60- 0.07% |
$1.64K - $1.74K
|
82.7K
$2.27M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.05K- 39.87% |
$55.7K - $59.3K
|
3.08K
$84.6K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.8K+ 33.39% |
$377K - $401K
|
55.3K
$1.52M
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-258K- 49.12% |
$7.02M - $7.47M
|
267K
$7.33M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
361K+ 96.31% |
$9.83M - $10.5M
|
735K
$20.2M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
80K+ 7.0% |
$2.18M - $2.32M
|
1.22M
$33.5M
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-20.5K- 17.69% |
$559K - $594K
|
95.4K
$2.62M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
27.3KNew |
$745K - $792K
|
27.3K
$750K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.64K- 3.02% |
$44.6K - $47.4K
|
52.6K
$1.44M
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9New |
$245 - $261
|
9
$247
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
609+ 6.62% |
$16.6K - $17.6K
|
9.81K
$269K
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-247K- 39.31% |
$6.73M - $7.15M
|
381K
$10.5M
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.27K- 19.98% |
$89.2K - $94.9K
|
13.1K
$360K
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12.8KNew |
$348K - $370K
|
12.8K
$350K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.86K+ 64.65% |
$132K - $141K
|
12.4K
$339K
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
152K+ 50.0% |
$4.15M - $4.41M
|
457K
$12.5M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
49New |
$1.34K - $1.42K
|
49
$1.34K
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
6.75K+ 45.98% |
$184K - $196K
|
21.4K
$588K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-31- 26.05% |
$845 - $898
|
88
$2.41K
|