Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-647- 83.81% |
$16.9K - $18.1K
|
125
$3.27K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-12- 5.24% |
$313 - $336
|
217
$5.67K
|
|
| Q1 2024 | |||||||
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-511K- 98.53% |
$13.9M - $14.8M
|
7.62K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58.2K- 4.49% |
$1.58M - $1.69M
|
1.24M
$32.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26K- 64.1% |
$708K - $753K
|
14.6K
$380K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.97K- 3.25% |
$53.8K - $57.2K
|
58.7K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-736- 8.8% |
$20.1K - $21.3K
|
7.63K
$199K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-453- 5.5% |
$12.3K - $13.1K
|
7.78K
$203K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-391- 4.03% |
$10.7K - $11.3K
|
9.31K
$243K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-35- 1.96% |
$954 - $1.01K
|
1.75K
$45.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-31- 26.05% |
$845 - $898
|
88
$2.3K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 0.43% |
$354 - $377
|
2.99K
$78.2K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-7Closed |
$191 - $203
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2Closed |
$54.5 - $58
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-58.4K- 6.93% |
$1.43M - $1.72M
|
784K
$20.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-48.5K- 29.23% |
$1.19M - $1.43M
|
117K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 63.42% |
$394K - $473K
|
9.27K
$242K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-3.53K- 3.58% |
$86.6K - $104K
|
95.1K
$2.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.91K- 29.19% |
$71.4K - $85.6K
|
7.06K
$184K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-916- 10.24% |
$22.5K - $27K
|
8.03K
$210K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-901- 4.09% |
$22.1K - $26.5K
|
21.2K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-840- 6.94% |
$20.6K - $24.7K
|
11.3K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-719- 1.1% |
$17.7K - $21.2K
|
64.7K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-611- 1.88% |
$15K - $18K
|
31.8K
$831K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-315Closed |
$7.73K - $9.27K
|
0
$0
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-271- 77.43% |
$6.65K - $7.98K
|
79
$2.06K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-41- 2.85% |
$1.01K - $1.21K
|
1.4K
$36.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-25Closed |
$614 - $736
|
0
$0
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-226K- 88.41% |
$5.9M - $6.78M
|
29.7K
$774K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-168KClosed |
$4.38M - $5.03M
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-113K- 63.45% |
$2.95M - $3.38M
|
65K
$1.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-46.2K- 14.9% |
$1.21M - $1.38M
|
264K
$6.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.5K- 61.81% |
$638K - $733K
|
15.1K
$395K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.04K- 3.24% |
$105K - $121K
|
121K
$3.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.29K- 1.36% |
$85.8K - $98.5K
|
238K
$6.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.17K- 17.45% |
$56.7K - $65.1K
|
10.3K
$268K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-992- 6.41% |
$25.9K - $29.7K
|
14.5K
$379K
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-606- 4.49% |
$15.8K - $18.2K
|
12.9K
$337K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-500- 4.3% |
$13K - $15K
|
11.1K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-487- 95.3% |
$12.7K - $14.6K
|
24
$627
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-24- 0.06% |
$626 - $719
|
39.1K
$1.02M
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-59.8K- 88.23% |
$1.75M - $1.88M
|
7.97K
$208K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-59.7K- 33.08% |
$1.74M - $1.88M
|
121K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-27.1K- 78.31% |
$793K - $854K
|
7.51K
$196K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-6.9K- 32.09% |
$202K - $217K
|
14.6K
$381K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-4.17K- 9.76% |
$122K - $131K
|
38.5K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-759- 13.2% |
$22.2K - $23.9K
|
4.99K
$130K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-497- 6.64% |
$14.5K - $15.7K
|
6.99K
$182K
|
|
| Q1 2023 | |||||||
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-109KClosed |
$3.15M - $3.43M
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-60.1K- 72.88% |
$1.74M - $1.89M
|
22.4K
$584K
|
|