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 |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8.85K+ 4.27% |
$236K - $264K
|
216K
$5.83M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5New |
$133 - $149
|
5
$135
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33.7K- 32.63% |
$899K - $1.01M
|
69.5K
$1.87M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
147+ 69.34% |
$3.92K - $4.39K
|
359
$9.68K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6K+ 11.28% |
$284K - $318K
|
105K
$2.83M
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
116+ 0.12% |
$3.1K - $3.46K
|
98.2K
$2.65M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$721 - $806
|
27
$728
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
597K+ 40.13% |
$15.9M - $17.8M
|
2.09M
$56.2M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.21K+ 8.52% |
$85.5K - $95.7K
|
40.8K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-25.3K- 4.75% |
$676K - $756K
|
508K
$13.7M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.9K+ 1.92% |
$397K - $444K
|
787K
$21.2M
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
330KNew |
$8.81M - $9.86M
|
330K
$8.9M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.22K+ 4.37% |
$85.9K - $96.2K
|
76.9K
$2.07M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.38K- 5.22% |
$197K - $220K
|
134K
$3.61M
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
898+ 10.07% |
$24K - $26.8K
|
9.82K
$265K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
740+ 6.89% |
$19.8K - $22.1K
|
11.5K
$309K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
63.1KNew |
$1.69M - $1.89M
|
63.1K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.2K- 10.33% |
$966K - $1.08M
|
314K
$8.47M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
206K+ 22.01% |
$5.5M - $6.15M
|
1.14M
$30.8M
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
688K+ 2212.83% |
$18.4M - $20.5M
|
719K
$19.4M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
148K+ 4.36% |
$3.94M - $4.41M
|
3.53M
$95.2M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
72.4KNew |
$1.93M - $2.16M
|
72.4K
$1.95M
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
85.5K+ 20.04% |
$2.28M - $2.55M
|
512K
$13.8M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-46.5K- 7.16% |
$1.24M - $1.39M
|
602K
$16.2M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
39.5KNew |
$1.05M - $1.18M
|
39.5K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.21K+ 16.19% |
$139K - $156K
|
37.4K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
72+ 0.48% |
$1.92K - $2.15K
|
15.1K
$406K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-28.5K- 36.32% |
$761K - $852K
|
50K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-129- 32.58% |
$3.44K - $3.85K
|
267
$7.2K
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-150K- 66.83% |
$4.02M - $4.5M
|
74.7K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.64K- 0.29% |
$231K - $258K
|
3.02M
$81.3M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.2KNew |
$192K - $215K
|
7.2K
$194K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.97K- 8.13% |
$106K - $118K
|
44.8K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 2.34% |
$41.8K - $46.8K
|
65.3K
$1.76M
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.97KNew |
$239K - $268K
|
8.97K
$242K
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-78K- 0.14% |
$2.08M - $2.33M
|
54.9M
$1.48B
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
45.1K+ 26.21% |
$1.2M - $1.35M
|
217K
$5.85M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.51K+ 0.02% |
$67K - $75K
|
14.1M
$381M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
859+ 7.18% |
$22.9K - $25.7K
|
12.8K
$346K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
604+ 1.6% |
$16.1K - $18K
|
38.3K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.08K+ 5.62% |
$242K - $271K
|
171K
$4.6M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
62K+ 183.32% |
$1.66M - $1.85M
|
95.9K
$2.58M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 9.21% |
$372K - $416K
|
137K
$3.7M
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-71.4K- 3.81% |
$1.9M - $2.13M
|
1.8M
$48.5M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16KNew |
$426K - $477K
|
16K
$430K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.9K+ 20.7% |
$452K - $506K
|
98.7K
$2.66M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 23.57% |
$305K - $342K
|
60K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
224KNew |
$5.98M - $6.69M
|
224K
$6.03M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.8K+ 316.67% |
$101K - $114K
|
5K
$135K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.57K+ 38.64% |
$95.3K - $107K
|
12.8K
$345K
|