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 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
175+ 14.06% |
$4.77K - $5.07K
|
1.42K
$39K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
167New |
$4.55K - $4.84K
|
167
$4.58K
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
156+ 1.7% |
$4.25K - $4.52K
|
9.34K
$256K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
128+ 0.3% |
$3.49K - $3.71K
|
42.6K
$1.17M
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
125+ 0.61% |
$3.41K - $3.62K
|
20.7K
$569K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
122+ 68.93% |
$3.32K - $3.54K
|
299
$8.2K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
120+ 90.91% |
$3.27K - $3.48K
|
252
$6.91K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
110+ 15.49% |
$3K - $3.19K
|
820
$22.5K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$2.7K - $2.87K
|
99
$2.72K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
76New |
$2.07K - $2.2K
|
76
$2.08K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
61New |
$1.66K - $1.77K
|
61
$1.67K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57New |
$1.55K - $1.65K
|
57
$1.56K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
49New |
$1.34K - $1.42K
|
49
$1.34K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
49New |
$1.34K - $1.42K
|
49
$1.34K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
36+ 4.49% |
$981 - $1.04K
|
838
$23K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16+ 3.74% |
$436 - $464
|
444
$12.2K
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
12New |
$327 - $348
|
12
$329
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9New |
$245 - $261
|
9
$247
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8New |
$218 - $232
|
8
$219
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$164 - $174
|
6
$165
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1+ 0.0% |
$27.3 - $29
|
457K
$12.5M
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.01% |
$27.3 - $29
|
15K
$412K
|
|
Q4 2023 | |||||||
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
925KNew |
$22.7M - $27.2M
|
925K
$25.4M
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
546KNew |
$13.4M - $16.1M
|
546K
$15M
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
358KNew |
$8.79M - $10.5M
|
358K
$9.83M
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
222KNew |
$5.45M - $6.54M
|
222K
$6.09M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
203KNew |
$4.99M - $5.98M
|
203K
$5.57M
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
176KNew |
$4.31M - $5.17M
|
176K
$4.82M
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
163KNew |
$4.01M - $4.81M
|
163K
$4.48M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
156K+ 26.48% |
$3.82M - $4.58M
|
743K
$20.4M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
147K+ 814.89% |
$3.62M - $4.34M
|
166K
$4.54M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
139KNew |
$3.42M - $4.1M
|
139K
$3.82M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
102KNew |
$2.51M - $3.01M
|
102K
$2.8M
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
73.9K+ 8.04% |
$1.81M - $2.18M
|
993K
$27.2M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
58.1K+ 264159.09% |
$1.43M - $1.71M
|
58.1K
$1.59M
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
52.2KNew |
$1.28M - $1.54M
|
52.2K
$1.43M
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.9KNew |
$734K - $880K
|
29.9K
$820K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
25.7KNew |
$630K - $755K
|
25.7K
$704K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.4KNew |
$501K - $601K
|
20.4K
$560K
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
BUY
|
- |
17.9KNew |
$438K - $526K
|
17.9K
$490K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.6KNew |
$433K - $519K
|
17.6K
$483K
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
17.6KNew |
$432K - $518K
|
17.6K
$482K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
16.9K+ 60.32% |
$414K - $497K
|
44.8K
$1.23M
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15.2KNew |
$372K - $446K
|
15.2K
$416K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
15KNew |
$369K - $443K
|
15K
$412K
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
14.2KNew |
$349K - $418K
|
14.2K
$390K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.2KNew |
$348K - $417K
|
14.2K
$389K
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
13.8K+ 8.14% |
$339K - $406K
|
183K
$5.03M
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
13.4KNew |
$329K - $395K
|
13.4K
$368K
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
12.6K+ 51.48% |
$309K - $370K
|
37K
$1.01M
|