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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
BUY
|
- |
17.9KNew |
$438K - $526K
|
17.9K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.6KNew |
$433K - $519K
|
17.6K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
15KNew |
$369K - $443K
|
15K
$393K
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
14.2KNew |
$349K - $418K
|
14.2K
$371K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
13.8K+ 8.14% |
$339K - $406K
|
183K
$4.79M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
13.4KNew |
$329K - $395K
|
13.4K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.7KNew |
$263K - $316K
|
10.7K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
8.1KNew |
$199K - $238K
|
8.1K
$212K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
7.78KNew |
$191K - $229K
|
7.78K
$203K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.91KNew |
$170K - $203K
|
6.91K
$180K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 11.05% |
$56.9K - $68.3K
|
23.3K
$609K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.77K+ 1.28% |
$43.5K - $52.1K
|
140K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.32KNew |
$32.5K - $38.9K
|
1.32K
$34.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
458New |
$11.2K - $13.5K
|
458
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
179New |
$4.39K - $5.27K
|
179
$4.68K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
57New |
$1.4K - $1.68K
|
57
$1.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
27New |
$663 - $795
|
27
$705
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25New |
$614 - $736
|
25
$653
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$246 - $294
|
10
$261
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
797KNew |
$20.8M - $23.9M
|
797K
$20.8M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
54.9K+ 30.22% |
$1.43M - $1.64M
|
237K
$6.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
24.3KNew |
$635K - $729K
|
24.3K
$636K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
21.8KNew |
$569K - $653K
|
21.8K
$570K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.8KNew |
$516K - $592K
|
19.8K
$516K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
17KNew |
$444K - $509K
|
17K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16KNew |
$417K - $479K
|
16K
$418K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.3K+ 67.35% |
$320K - $368K
|
30.5K
$796K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.85K+ 119.94% |
$257K - $295K
|
18.1K
$472K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.02KNew |
$235K - $270K
|
9.02K
$236K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.36K+ 3.37% |
$218K - $250K
|
256K
$6.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.33K+ 49.03% |
$139K - $160K
|
16.2K
$423K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.26K+ 21.74% |
$137K - $157K
|
29.4K
$769K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.65K+ 14.83% |
$121K - $139K
|
36K
$940K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.36K+ 15.74% |
$61.6K - $70.7K
|
17.4K
$453K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.06K+ 6.99% |
$27.6K - $31.6K
|
16.2K
$422K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
942New |
$24.6K - $28.2K
|
942
$24.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
627New |
$16.4K - $18.8K
|
627
$16.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
278New |
$7.25K - $8.33K
|
278
$7.26K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
165New |
$4.3K - $4.94K
|
165
$4.31K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
143New |
$3.73K - $4.28K
|
143
$3.74K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
67New |
$1.75K - $2.01K
|
67
$1.75K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32New |
$835 - $959
|
32
$836
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13New |
$339 - $389
|
13
$340
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2New |
$52.2 - $59.9
|
2
$52.2
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
75.9KNew |
$2.22M - $2.39M
|
75.9K
$1.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
62.1KNew |
$1.82M - $1.96M
|
62.1K
$1.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
42.6KNew |
$1.25M - $1.34M
|
42.6K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
20.6KNew |
$604K - $650K
|
20.6K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
20.1KNew |
$587K - $633K
|
20.1K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.5K+ 6.7% |
$481K - $518K
|
262K
$6.85M
|
|