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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59+ 0.39% |
$1.54K - $1.65K
|
15.1K
$394K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
52New |
$1.36K - $1.45K
|
52
$1.36K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48+ 0.23% |
$1.25K - $1.34K
|
21.1K
$552K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23New |
$599 - $643
|
23
$601
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$78.2 - $83.9
|
3
$78.4
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3New |
$78.2 - $83.9
|
3
$78.4
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2New |
$52.1 - $55.9
|
2
$52.2
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1New |
$26.1 - $28
|
1
$26.1
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$26.1 - $28
|
1
$26.1
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
228K+ 208.55% |
$6.23M - $6.62M
|
338K
$8.83M
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
160KNew |
$4.37M - $4.65M
|
160K
$4.19M
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
106K+ 200.32% |
$2.89M - $3.07M
|
159K
$4.15M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
47.9K+ 100.24% |
$1.31M - $1.39M
|
95.7K
$2.5M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
45.7K+ 8.94% |
$1.25M - $1.32M
|
557K
$14.5M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.2KNew |
$632K - $672K
|
23.2K
$606K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21.2K+ 19.52% |
$577K - $613K
|
130K
$3.38M
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.5KNew |
$530K - $564K
|
19.5K
$508K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
13.2K+ 11.6% |
$360K - $383K
|
127K
$3.32M
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12.8KNew |
$348K - $370K
|
12.8K
$333K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.2KNew |
$331K - $352K
|
12.2K
$317K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.3KNew |
$282K - $300K
|
10.3K
$270K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.2KNew |
$277K - $295K
|
10.2K
$266K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.62KNew |
$235K - $250K
|
8.62K
$225K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
5.94K+ 9.66% |
$162K - $172K
|
67.5K
$1.76M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.64K+ 32.29% |
$154K - $163K
|
23.1K
$604K
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.18K+ 49.42% |
$114K - $121K
|
12.6K
$330K
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.93K+ 8.21% |
$79.8K - $84.9K
|
38.6K
$1.01M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13K+ 21.37% |
$30.8K - $32.7K
|
6.42K
$168K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.08KNew |
$29.5K - $31.4K
|
1.08K
$28.3K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
716New |
$19.5K - $20.7K
|
716
$18.7K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
711New |
$19.4K - $20.6K
|
711
$18.6K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
609+ 6.62% |
$16.6K - $17.6K
|
9.81K
$256K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
607New |
$16.5K - $17.6K
|
607
$15.9K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
490New |
$13.4K - $14.2K
|
490
$12.8K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
436New |
$11.9K - $12.6K
|
436
$11.4K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
256New |
$6.98K - $7.42K
|
256
$6.69K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
195New |
$5.31K - $5.65K
|
195
$5.09K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
189+ 1.98% |
$5.15K - $5.48K
|
9.71K
$254K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
188+ 895.24% |
$5.12K - $5.45K
|
209
$5.46K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
175+ 14.06% |
$4.77K - $5.07K
|
1.42K
$37.1K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57New |
$1.55K - $1.65K
|
57
$1.49K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8New |
$218 - $232
|
8
$209
|
|
Q4 2023 | |||||||
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
925KNew |
$22.7M - $27.2M
|
925K
$24.2M
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
681KNew |
$16.7M - $20M
|
681K
$17.8M
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
358KNew |
$8.79M - $10.5M
|
358K
$9.36M
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
222KNew |
$5.45M - $6.54M
|
222K
$5.8M
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
163KNew |
$4.01M - $4.81M
|
163K
$4.27M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
58.1K+ 264159.09% |
$1.43M - $1.71M
|
58.1K
$1.52M
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.9KNew |
$734K - $880K
|
29.9K
$781K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
25.7KNew |
$630K - $755K
|
25.7K
$670K
|