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 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
50+ 0.12% |
$1.3K - $1.4K
|
43.5K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48+ 0.23% |
$1.25K - $1.34K
|
21.1K
$600K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
45+ 26.95% |
$1.17K - $1.26K
|
212
$6.01K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
41+ 67.21% |
$1.07K - $1.15K
|
102
$2.89K
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.08% |
$1.02K - $1.09K
|
47.4K
$1.35M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23New |
$599 - $643
|
23
$652
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
16+ 0.0% |
$417 - $447
|
457K
$13M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10New |
$261 - $280
|
10
$284
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.85% |
$182 - $196
|
827
$23.5K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 0.26% |
$156 - $168
|
2.32K
$65.7K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 1.29% |
$130 - $140
|
394
$11.2K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$78.2 - $83.9
|
3
$85.1
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3New |
$78.2 - $83.9
|
3
$85.1
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2New |
$52.1 - $55.9
|
2
$56.7
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1New |
$26.1 - $28
|
1
$28.4
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$26.1 - $28
|
1
$28.4
|
|
Q1 2024 | |||||||
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.23M+ 807.82% |
$33.5M - $35.6M
|
1.38M
$39.1M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
681KNew |
$18.5M - $19.7M
|
681K
$19.3M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 7.56% |
$6.24M - $6.64M
|
3.26M
$92.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
228K+ 208.55% |
$6.23M - $6.62M
|
338K
$9.59M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
172K+ 275.17% |
$4.69M - $4.99M
|
235K
$6.66M
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
160KNew |
$4.37M - $4.65M
|
160K
$4.55M
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
106K+ 200.32% |
$2.89M - $3.07M
|
159K
$4.51M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
47.9K+ 100.24% |
$1.31M - $1.39M
|
95.7K
$2.71M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
45.7K+ 8.94% |
$1.25M - $1.32M
|
557K
$15.8M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30.5K+ 204.29% |
$831K - $883K
|
45.4K
$1.29M
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3KNew |
$688K - $732K
|
25.3K
$716K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.2KNew |
$632K - $672K
|
23.2K
$658K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21.2K+ 19.52% |
$577K - $613K
|
130K
$3.67M
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.5KNew |
$530K - $564K
|
19.5K
$552K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.9K+ 218.1% |
$461K - $490K
|
24.7K
$700K
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
16.9K+ 26.91% |
$459K - $488K
|
79.5K
$2.25M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
13.2K+ 11.6% |
$360K - $383K
|
127K
$3.6M
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12.8KNew |
$348K - $370K
|
12.8K
$362K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.2KNew |
$331K - $352K
|
12.2K
$345K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.3KNew |
$282K - $300K
|
10.3K
$293K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.2KNew |
$277K - $295K
|
10.2K
$289K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.62KNew |
$235K - $250K
|
8.62K
$245K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
5.94K+ 9.66% |
$162K - $172K
|
67.5K
$1.91M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.64K+ 32.29% |
$154K - $163K
|
23.1K
$655K
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.18K+ 49.42% |
$114K - $121K
|
12.6K
$358K
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.93K+ 8.21% |
$79.8K - $84.9K
|
38.6K
$1.1M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.76KNew |
$48K - $51.1K
|
1.76K
$50K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13K+ 21.37% |
$30.8K - $32.7K
|
6.42K
$182K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.08KNew |
$29.5K - $31.4K
|
1.08K
$30.7K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
927+ 27.43% |
$25.3K - $26.9K
|
4.31K
$122K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
716New |
$19.5K - $20.7K
|
716
$20.3K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
711New |
$19.4K - $20.6K
|
711
$20.2K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
609+ 6.62% |
$16.6K - $17.6K
|
9.81K
$278K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
607New |
$16.5K - $17.6K
|
607
$17.2K
|