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 |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
490New |
$13.4K - $14.2K
|
490
$13.9K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
436New |
$11.9K - $12.6K
|
436
$12.4K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
256New |
$6.98K - $7.42K
|
256
$7.26K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
195New |
$5.31K - $5.65K
|
195
$5.53K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
189+ 1.98% |
$5.15K - $5.48K
|
9.71K
$275K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
188+ 895.24% |
$5.12K - $5.45K
|
209
$5.93K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
187New |
$5.1K - $5.42K
|
187
$5.3K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
175+ 14.06% |
$4.77K - $5.07K
|
1.42K
$40.3K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$2.7K - $2.87K
|
99
$2.81K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57New |
$1.55K - $1.65K
|
57
$1.62K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
49New |
$1.34K - $1.42K
|
49
$1.39K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
49New |
$1.34K - $1.42K
|
49
$1.39K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8New |
$218 - $232
|
8
$227
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$164 - $174
|
6
$170
|
|
Q4 2023 | |||||||
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
925KNew |
$22.7M - $27.2M
|
925K
$26.2M
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
BUY
|
- |
546KNew |
$13.4M - $16.1M
|
546K
$15.5M
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
358KNew |
$8.79M - $10.5M
|
358K
$10.2M
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
222KNew |
$5.45M - $6.54M
|
222K
$6.3M
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
163KNew |
$4.01M - $4.81M
|
163K
$4.63M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
147K+ 814.89% |
$3.62M - $4.34M
|
166K
$4.69M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
139KNew |
$3.42M - $4.1M
|
139K
$3.95M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
58.1K+ 264159.09% |
$1.43M - $1.71M
|
58.1K
$1.65M
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.9KNew |
$734K - $880K
|
29.9K
$848K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
25.7KNew |
$630K - $755K
|
25.7K
$728K
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
BUY
|
- |
17.9KNew |
$438K - $526K
|
17.9K
$506K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.6KNew |
$433K - $519K
|
17.6K
$500K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
15KNew |
$369K - $443K
|
15K
$426K
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
14.2KNew |
$349K - $418K
|
14.2K
$403K
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
13.8K+ 8.14% |
$339K - $406K
|
183K
$5.2M
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
13.4KNew |
$329K - $395K
|
13.4K
$380K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.7KNew |
$263K - $316K
|
10.7K
$304K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$254K - $305K
|
10.4K
$294K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
8.1KNew |
$199K - $238K
|
8.1K
$230K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
7.78KNew |
$191K - $229K
|
7.78K
$221K
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.91KNew |
$170K - $203K
|
6.91K
$196K
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 11.05% |
$56.9K - $68.3K
|
23.3K
$661K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.77K+ 1.28% |
$43.5K - $52.1K
|
140K
$3.97M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.38KNew |
$33.9K - $40.6K
|
1.38K
$39.1K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.32KNew |
$32.5K - $38.9K
|
1.32K
$37.5K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
458New |
$11.2K - $13.5K
|
458
$13K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
179New |
$4.39K - $5.27K
|
179
$5.08K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
57New |
$1.4K - $1.68K
|
57
$1.62K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
32New |
$786 - $942
|
32
$908
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
27New |
$663 - $795
|
27
$766
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25New |
$614 - $736
|
25
$709
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$246 - $294
|
10
$284
|
|
Q3 2023 | |||||||
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
797KNew |
$20.8M - $23.9M
|
797K
$22.6M
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
54.9K+ 30.22% |
$1.43M - $1.64M
|
237K
$6.71M
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
24.3KNew |
$635K - $729K
|
24.3K
$690K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
21.8KNew |
$569K - $653K
|
21.8K
$618K
|