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 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.96K+ 16.79% |
$213K - $238K
|
55.4K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
44.3KNew |
$1.18M - $1.32M
|
44.3K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
186K+ 910.02% |
$4.97M - $5.57M
|
207K
$5.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-841- 9.06% |
$22.4K - $25.1K
|
8.44K
$221K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.24K- 13.28% |
$59.7K - $66.8K
|
14.6K
$382K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-15.2K- 9.59% |
$406K - $454K
|
143K
$3.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-129K- 14.22% |
$3.46M - $3.87M
|
781K
$20.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
358+ 1556.52% |
$9.56K - $10.7K
|
381
$9.95K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.1K+ 945.33% |
$535K - $599K
|
22.2K
$579K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.61K+ 1.88% |
$96.2K - $108K
|
195K
$5.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.25K- 68.02% |
$113K - $127K
|
2K
$52.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
70.4KNew |
$1.88M - $2.1M
|
70.4K
$1.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 2.11% |
$62.2K - $69.7K
|
108K
$2.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.31K- 35.61% |
$142K - $159K
|
9.61K
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
78New |
$2.08K - $2.33K
|
78
$2.04K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.56K- 9.67% |
$95K - $106K
|
33.3K
$869K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-564K- 40.87% |
$15.1M - $16.8M
|
816K
$21.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54.5K+ 196.17% |
$1.46M - $1.63M
|
82.3K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25.6K- 59.25% |
$683K - $764K
|
17.6K
$460K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
196+ 0.94% |
$5.23K - $5.85K
|
21.1K
$552K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
76+ 50.0% |
$2.03K - $2.27K
|
228
$5.96K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
299K+ 51.2% |
$7.99M - $8.94M
|
884K
$23.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-455- 39.88% |
$12.1K - $13.6K
|
686
$17.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
BUY
|
- |
7.29K+ 78.26% |
$195K - $218K
|
16.6K
$434K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-132K- 21.82% |
$3.52M - $3.94M
|
473K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 170.56% |
$2.9M - $3.25M
|
172K
$4.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-28- 3.59% |
$747 - $836
|
751
$19.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
343New |
$9.15K - $10.2K
|
343
$8.96K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
569KNew |
$15.2M - $17M
|
569K
$14.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.6KNew |
$42.7K - $47.7K
|
1.6K
$41.7K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.23% |
$2.67K - $2.99K
|
43.4K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.13KNew |
$244K - $273K
|
9.13K
$239K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-29.2K- 31.2% |
$779K - $872K
|
64.4K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.01K+ 19.64% |
$160K - $180K
|
36.6K
$956K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
18.4K+ 1.66% |
$492K - $551K
|
1.13M
$29.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
569New |
$15.2K - $17K
|
569
$14.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.21K+ 221.39% |
$85.6K - $95.8K
|
4.66K
$122K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.3K+ 155.75% |
$516K - $578K
|
31.8K
$830K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.23K- 5.08% |
$32.7K - $36.6K
|
22.9K
$598K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.48K+ 376.65% |
$39.6K - $44.3K
|
1.88K
$49.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.7K+ 5.41% |
$473K - $529K
|
345K
$9.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.7K+ 8.08% |
$500K - $559K
|
250K
$6.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.36KNew |
$196K - $220K
|
7.36K
$192K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-734- 15.83% |
$19.6K - $21.9K
|
3.9K
$102K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.7KNew |
$632K - $707K
|
23.7K
$618K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
685+ 3.46% |
$18.3K - $20.5K
|
20.5K
$535K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.89K- 39.41% |
$50.5K - $56.5K
|
2.91K
$76K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
42.1KNew |
$1.12M - $1.26M
|
42.1K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
62.3K+ 40.83% |
$1.66M - $1.86M
|
215K
$5.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
24.7K+ 35.17% |
$658K - $737K
|
94.8K
$2.48M
|