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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-647- 83.81% |
$16.9K - $18.1K
|
125
$3.27K
|
|
|
Aug 15, 2024
Q2 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
3.7MNew |
$96.4M - $103M
|
3.7M
$96.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.18K- 98.25% |
$30.8K - $33K
|
21
$549
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48+ 0.23% |
$1.25K - $1.34K
|
21.1K
$552K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2New |
$52.1 - $55.9
|
2
$52.2
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
427New |
$11.1K - $11.9K
|
427
$11.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$26.1 - $28
|
1
$26.1
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3.11K+ 33.3% |
$81.1K - $87K
|
12.5K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
9.57KNew |
$249K - $267K
|
9.57K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.28K+ 11.87% |
$164K - $176K
|
59.2K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
844+ 11.53% |
$22K - $23.6K
|
8.17K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.52K+ 16.63% |
$91.6K - $98.3K
|
24.7K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59+ 0.39% |
$1.54K - $1.65K
|
15.1K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.34K- 68.58% |
$61.1K - $65.5K
|
1.07K
$28.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.6KNew |
$354K - $380K
|
13.6K
$355K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13.3K+ 4115.79% |
$346K - $372K
|
13.6K
$356K
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-259K- 96.97% |
$6.75M - $7.24M
|
8.1K
$212K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
41.4K+ 5.47% |
$1.08M - $1.16M
|
799K
$20.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
303+ 5.58% |
$7.9K - $8.47K
|
5.74K
$150K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23New |
$599 - $643
|
23
$601
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39.2KNew |
$1.02M - $1.1M
|
39.2K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-9.76K- 54.97% |
$254K - $273K
|
8K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
14.1KNew |
$368K - $394K
|
14.1K
$368K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.7KNew |
$305K - $327K
|
11.7K
$306K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
389K+ 3742.58% |
$10.1M - $10.9M
|
399K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.14K- 98.27% |
$238K - $256K
|
161
$4.21K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
973+ 14.88% |
$25.4K - $27.2K
|
7.51K
$196K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
670+ 5.42% |
$17.5K - $18.7K
|
13K
$340K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.03KNew |
$26.8K - $28.7K
|
1.03K
$26.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$78.2 - $83.9
|
3
$78.4
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
126New |
$3.28K - $3.52K
|
126
$3.29K
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.14M+ 9.83% |
$29.8M - $31.9M
|
12.8M
$333M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
55.5KNew |
$1.45M - $1.55M
|
55.5K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
39.5KNew |
$1.03M - $1.1M
|
39.5K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
2.84K+ 30.58% |
$73.9K - $79.3K
|
12.1K
$316K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-12- 5.24% |
$313 - $336
|
217
$5.67K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.7K+ 1469.84% |
$96.5K - $104K
|
3.96K
$103K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
800New |
$20.8K - $22.4K
|
800
$20.9K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.6K+ 4.59% |
$537K - $577K
|
470K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.15K- 94.6% |
$134K - $144K
|
294
$7.68K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.68K+ 20.55% |
$226K - $243K
|
50.9K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.07KNew |
$54K - $58K
|
2.07K
$54.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
98New |
$2.55K - $2.74K
|
98
$2.56K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3New |
$78.2 - $83.9
|
3
$78.4
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
9.43KNew |
$246K - $264K
|
9.43K
$246K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
4.2KNew |
$110K - $117K
|
4.2K
$110K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.48KNew |
$64.7K - $69.4K
|
2.48K
$64.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.73KNew |
$45K - $48.3K
|
1.73K
$45.1K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
52New |
$1.36K - $1.45K
|
52
$1.36K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.49K- 3.86% |
$91.1K - $97.7K
|
87.1K
$2.28M
|