Latest Institutional Transactions on Spdr Portfolio Long Term Treas (SPTL)
This table provides information on the latest institutional transactions involving Spdr Portfolio Long Term Treas (SPTL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.12M- 67.69% |
$55.3M - $61.9M
|
1.01M
$27.6M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
12.1KNew |
$316K - $354K
|
12.1K
$331K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
143New |
$3.73K - $4.17K
|
143
$3.9K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-50Closed |
$1.3K - $1.46K
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
40.3KNew |
$1.05M - $1.18M
|
40.3K
$1.1M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.73K- 2.21% |
$44.9K - $50.3K
|
76.2K
$2.08M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
30.1KNew |
$783K - $877K
|
30.1K
$820K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.46KNew |
$64.1K - $71.8K
|
2.46K
$67.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
288K+ 11.91% |
$7.51M - $8.41M
|
2.71M
$73.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-10.7K- 19.77% |
$278K - $311K
|
43.3K
$1.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
61.6KNew |
$1.6M - $1.8M
|
61.6K
$1.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
26.1KNew |
$680K - $762K
|
26.1K
$712K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8New |
$208 - $233
|
8
$218
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-167K- 29.69% |
$4.36M - $4.89M
|
397K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
23.6KNew |
$614K - $688K
|
23.6K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.23K+ 1.26% |
$136K - $153K
|
419K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12- -0.0% |
$313 - $350
|
602K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-109K- 3.62% |
$2.85M - $3.19M
|
2.91M
$79.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.43K- 5.62% |
$219K - $246K
|
142K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37.8K+ 31.7% |
$985K - $1.1M
|
157K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
84.6K+ 207.16% |
$2.2M - $2.47M
|
125K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
52.9K+ 68.36% |
$1.38M - $1.54M
|
130K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
371New |
$9.66K - $10.8K
|
371
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.79K- 21.29% |
$98.7K - $111K
|
14K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 14.68% |
$417 - $467
|
125
$3.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.78K- 15.93% |
$46.4K - $52K
|
9.41K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
27New |
$703 - $788
|
27
$736
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.62K+ 23.73% |
$120K - $135K
|
24.1K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.75K- 4.2% |
$71.6K - $80.1K
|
62.6K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2.15K+ 0.09% |
$56.1K - $62.8K
|
2.47M
$67.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73.2K+ 13.31% |
$1.91M - $2.13M
|
623K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-245- 0.37% |
$6.38K - $7.15K
|
65.1K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.43K- 5.22% |
$63.2K - $70.8K
|
44.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-134- 0.89% |
$3.49K - $3.91K
|
14.9K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.9M+ 5.29% |
$75.6M - $84.7M
|
57.8M
$1.58B
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.53K+ 13.05% |
$170K - $190K
|
56.5K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 1.12% |
$78.2 - $87.5
|
270
$7.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-203- 1.59% |
$5.29K - $5.92K
|
12.6K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.47M- 26.65% |
$116M - $130M
|
12.3M
$336M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.29K+ 63.49% |
$190K - $213K
|
18.8K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
235KNew |
$6.12M - $6.85M
|
235K
$6.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
2.01KNew |
$52.4K - $58.7K
|
2.01K
$54.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
172K+ 5.39% |
$4.49M - $5.03M
|
3.37M
$92M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.39K- 3.58% |
$88.3K - $98.9K
|
91.4K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.4K- 22.81% |
$88.7K - $99.3K
|
11.5K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.78K+ 11.17% |
$46.5K - $52K
|
17.8K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21K+ 21.26% |
$547K - $612K
|
120K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-309K- 53.23% |
$8.04M - $9.01M
|
271K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-1.3K- 9.29% |
$33.9K - $37.9K
|
12.7K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.1K- 65.96% |
$28.5K - $31.9K
|
565
$15.4K
|