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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
170K+ 38.13% |
$4.62M - $4.91M
|
614K
$16.8M
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
160KNew |
$4.37M - $4.65M
|
160K
$4.4M
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
152K+ 50.0% |
$4.15M - $4.41M
|
457K
$12.5M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128K+ 21.66% |
$3.5M - $3.72M
|
721K
$19.8M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
116KNew |
$3.17M - $3.37M
|
116K
$3.19M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
114KNew |
$3.1M - $3.3M
|
114K
$3.12M
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
106K+ 200.32% |
$2.89M - $3.07M
|
159K
$4.36M
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
101K+ 25.57% |
$2.74M - $2.92M
|
494K
$13.5M
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
101KNew |
$2.74M - $2.91M
|
101K
$2.76M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
93K+ 42.49% |
$2.53M - $2.69M
|
312K
$8.55M
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
85.3K+ 13.5% |
$2.32M - $2.47M
|
717K
$19.7M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
80.7KNew |
$2.2M - $2.34M
|
80.7K
$2.21M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
80K+ 7.0% |
$2.18M - $2.32M
|
1.22M
$33.5M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78.9K+ 78.49% |
$2.15M - $2.29M
|
179K
$4.92M
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
75.9K+ 37.08% |
$2.07M - $2.2M
|
280K
$7.69M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
73.9KNew |
$2.01M - $2.14M
|
73.9K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
73.1K+ 42.45% |
$1.99M - $2.12M
|
245K
$6.73M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
67.4K+ 187.35% |
$1.84M - $1.95M
|
103K
$2.84M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56.4K+ 33.15% |
$1.54M - $1.64M
|
227K
$6.22M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
54.2K+ 461.52% |
$1.48M - $1.57M
|
66K
$1.81M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
53.5K+ 6.48% |
$1.46M - $1.55M
|
879K
$24.1M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
47.9K+ 100.24% |
$1.31M - $1.39M
|
95.7K
$2.63M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47.5K+ 76.92% |
$1.29M - $1.38M
|
109K
$3M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
47.1K+ 11.7% |
$1.28M - $1.36M
|
449K
$12.3M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
45.7K+ 8.94% |
$1.25M - $1.32M
|
557K
$15.3M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
42.3K+ 400.57% |
$1.15M - $1.23M
|
52.9K
$1.45M
|
|
May 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
41.5K+ 24.16% |
$1.13M - $1.2M
|
213K
$5.85M
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
40.8K+ 88.83% |
$1.11M - $1.18M
|
86.8K
$2.38M
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
40K+ 1.05% |
$1.09M - $1.16M
|
3.85M
$106M
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
39.8K+ 115.91% |
$1.08M - $1.15M
|
74.1K
$2.03M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39.3K+ 72.09% |
$1.07M - $1.14M
|
93.7K
$2.57M
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
34.2KNew |
$931K - $990K
|
34.2K
$937K
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
29.9K+ 28.27% |
$814K - $865K
|
135K
$3.72M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.5K+ 6.1% |
$777K - $826K
|
496K
$13.6M
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
28.3KNew |
$770K - $819K
|
28.3K
$775K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$749K - $797K
|
27.5K
$754K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
27.3KNew |
$745K - $792K
|
27.3K
$750K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.9K+ 2585900.0% |
$705K - $749K
|
25.9K
$709K
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3KNew |
$688K - $732K
|
25.3K
$693K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
24.7K+ 5.85% |
$673K - $715K
|
447K
$12.3M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
23.6KNew |
$642K - $683K
|
23.6K
$646K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.2KNew |
$632K - $672K
|
23.2K
$637K
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
22.8KNew |
$622K - $661K
|
22.8K
$626K
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
22.4K+ 1.68% |
$612K - $650K
|
1.36M
$37.2M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
21.6K+ 4.5% |
$589K - $626K
|
502K
$13.8M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21.2K+ 19.52% |
$577K - $613K
|
130K
$3.55M
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
21KNew |
$571K - $607K
|
21K
$575K
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
20.3K+ 12.04% |
$554K - $589K
|
189K
$5.19M
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.5KNew |
$530K - $564K
|
19.5K
$534K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 12.23% |
$497K - $528K
|
167K
$4.59M
|