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 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.9K+ 12.78% |
$558K - $625K
|
185K
$4.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.94K- 14.54% |
$105K - $118K
|
23.1K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.19K+ 9.55% |
$85.1K - $95.3K
|
36.6K
$956K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-179K- 9.33% |
$4.79M - $5.36M
|
1.74M
$45.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.43K- 33.1% |
$91.5K - $102K
|
6.93K
$181K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
513New |
$13.7K - $15.3K
|
513
$13.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-32.1K- 11.33% |
$858K - $960K
|
252K
$6.57M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-3.91K- 5.41% |
$104K - $117K
|
68.5K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.2KNew |
$299K - $334K
|
11.2K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 45.0% |
$240 - $269
|
11
$287
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
65.6K+ 558.52% |
$1.75M - $1.96M
|
77.4K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
42.5K+ 21.69% |
$1.13M - $1.27M
|
238K
$6.23M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.97K- 29.24% |
$79.2K - $88.6K
|
7.18K
$187K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.2K- 7.92% |
$219K - $245K
|
95.3K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-782- 0.28% |
$20.9K - $23.4K
|
282K
$7.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
246K+ 364.8% |
$6.57M - $7.35M
|
314K
$8.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
441New |
$11.8K - $13.2K
|
441
$11.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-7.61K- 13.71% |
$203K - $227K
|
47.9K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.5KNew |
$493K - $552K
|
18.5K
$483K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.1K- 0.89% |
$55.9K - $62.6K
|
234K
$6.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.26K+ 0.43% |
$33.7K - $37.7K
|
294K
$7.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.21K+ 29.69% |
$139K - $155K
|
22.7K
$594K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-668- 6.88% |
$17.8K - $20K
|
9.04K
$236K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
668New |
$17.8K - $20K
|
668
$17.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.3K+ 7.89% |
$88.1K - $98.5K
|
45.1K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
53New |
$1.41K - $1.58K
|
53
$1.38K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.21K+ 6.08% |
$32.3K - $36.1K
|
21.1K
$551K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.11K+ 2.13% |
$56.2K - $62.9K
|
101K
$2.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$279K - $312K
|
10.5K
$273K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-752- 3.98% |
$20.1K - $22.5K
|
18.1K
$473K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
35.8KNew |
$957K - $1.07M
|
35.8K
$936K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-13.8K- 33.96% |
$367K - $411K
|
26.7K
$699K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.82K+ 98.3% |
$209K - $234K
|
15.8K
$412K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
270New |
$7.21K - $8.06K
|
270
$7.05K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
306K+ 17.85% |
$8.16M - $9.13M
|
2.02M
$52.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-111- 0.45% |
$2.96K - $3.32K
|
24.6K
$642K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-12K- 22.43% |
$319K - $357K
|
41.3K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
8.81KNew |
$235K - $263K
|
8.81K
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
9.46KNew |
$252K - $283K
|
9.46K
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.62K- 2.83% |
$43.3K - $48.5K
|
55.7K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.75K- 37.35% |
$73.4K - $82.1K
|
4.61K
$120K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.76M+ 996.2% |
$100M - $112M
|
4.14M
$108M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
21.4K+ 22.02% |
$570K - $638K
|
118K
$3.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.32K+ 14.43% |
$35.2K - $39.3K
|
10.4K
$273K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.6K- 9.37% |
$123K - $137K
|
44.4K
$1.16M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.53K+ 3.03% |
$254K - $285K
|
324K
$8.46M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.19K+ 558.69% |
$31.8K - $35.5K
|
1.4K
$36.6K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
15K+ 8.81% |
$390K - $418K
|
185K
$4.83M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1New |
$26.1 - $28
|
1
$26.1
|
|