Latest Institutional Purchases of Spdr Portfolio Long Term Treas (SPTL)
This list provides information on the latest institutional transactions involving Spdr Portfolio Long Term Treas (SPTL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.33M+ 347.41% |
$34.7M - $37.2M
|
1.71M
$47.2M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
831K+ 36.6% |
$21.7M - $23.2M
|
3.1M
$85.5M
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
413K+ 23.26% |
$10.8M - $11.5M
|
2.19M
$60.3M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
371K+ 23.92% |
$9.67M - $10.4M
|
1.92M
$53M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
327KNew |
$8.53M - $9.15M
|
327K
$9.03M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
248K+ 26.29% |
$6.45M - $6.93M
|
1.19M
$32.8M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
243K+ 14.66% |
$6.33M - $6.79M
|
1.9M
$52.4M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
214K+ 1086.75% |
$5.57M - $5.97M
|
233K
$6.43M
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
126K+ 77.22% |
$3.28M - $3.52M
|
289K
$7.96M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
125K+ 756.88% |
$3.27M - $3.51M
|
142K
$3.92M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
113K+ 91.53% |
$2.94M - $3.15M
|
236K
$6.51M
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
85.7K+ 8.38% |
$2.23M - $2.4M
|
1.11M
$30.6M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
81.6K+ 357.74% |
$2.13M - $2.28M
|
104K
$2.88M
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
80.7KNew |
$2.1M - $2.26M
|
80.7K
$2.23M
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
80.4K+ 37.11% |
$2.1M - $2.25M
|
297K
$8.2M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
71.5KNew |
$1.86M - $2M
|
71.5K
$1.97M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
67.8K+ 27.5% |
$1.77M - $1.9M
|
315K
$8.67M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
63.2KNew |
$1.65M - $1.77M
|
63.2K
$1.74M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
58.1K+ 62.05% |
$1.52M - $1.63M
|
152K
$4.19M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
52.3K+ 398.49% |
$1.36M - $1.46M
|
65.4K
$1.8M
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
48.2K+ 6.73% |
$1.26M - $1.35M
|
765K
$21.1M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46.1K+ 13.92% |
$1.2M - $1.29M
|
378K
$10.4M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
41.7K+ 52.77% |
$1.09M - $1.16M
|
121K
$3.33M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
37.3K+ 11.43% |
$973K - $1.04M
|
364K
$10M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.9K+ 10.56% |
$858K - $920K
|
345K
$9.51M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
32.4K+ 3.69% |
$844K - $905K
|
911K
$25.1M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
27.2K+ 7.73% |
$709K - $761K
|
379K
$10.5M
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
24K+ 19.67% |
$626K - $672K
|
146K
$4.03M
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
23.7K+ 5.19% |
$618K - $663K
|
480K
$13.2M
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
21.6K+ 91.56% |
$562K - $603K
|
45.1K
$1.24M
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
21K+ 86.84% |
$548K - $588K
|
45.2K
$1.25M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.2K+ 136.14% |
$527K - $565K
|
35.1K
$967K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.2KNew |
$526K - $565K
|
20.2K
$557K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.5KNew |
$457K - $490K
|
17.5K
$483K
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
16.9K+ 66.9% |
$441K - $474K
|
42.3K
$1.17M
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
16.3K+ 44.09% |
$425K - $456K
|
53.3K
$1.47M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16.3K+ 95.28% |
$425K - $456K
|
33.4K
$921K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
16.2K+ 37.8% |
$421K - $452K
|
58.9K
$1.63M
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
15.2K+ 15.87% |
$395K - $424K
|
111K
$3.05M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.9KNew |
$389K - $417K
|
14.9K
$411K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
13.8K+ 207.82% |
$360K - $387K
|
20.5K
$565K
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
13.6K+ 48.0% |
$353K - $379K
|
41.8K
$1.15M
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
13.3K+ 4.76% |
$347K - $372K
|
293K
$8.08M
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$338K - $363K
|
13K
$358K
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
12.1K+ 4.47% |
$316K - $339K
|
284K
$7.82M
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.48K+ 34.67% |
$247K - $265K
|
36.8K
$1.02M
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
9.43KNew |
$246K - $264K
|
9.43K
$260K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.36KNew |
$192K - $206K
|
7.36K
$203K
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.04K+ 29.9% |
$184K - $197K
|
30.6K
$844K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.15K+ 1.08% |
$160K - $172K
|
576K
$15.9M
|