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 |
|---|---|---|---|---|---|---|---|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.62K- 40.06% |
$44.2K - $47K
|
2.43K
$66.1K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.08KNew |
$29.5K - $31.4K
|
1.08K
$29.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
110+ 15.49% |
$3K - $3.19K
|
820
$22.3K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.58M+ 175.91% |
$42.9M - $45.7M
|
2.47M
$67.3M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47.5K+ 76.92% |
$1.29M - $1.38M
|
109K
$2.98M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2Closed |
$54.5 - $58
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.1K- 35.36% |
$711K - $756K
|
47.7K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-271K- 63.52% |
$7.39M - $7.86M
|
156K
$4.24M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 7.56% |
$6.24M - $6.64M
|
3.26M
$88.7M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-7.78K- 12.47% |
$212K - $226K
|
54.6K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.27M- 40.94% |
$34.6M - $36.8M
|
1.83M
$49.9M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
73.1K+ 42.45% |
$1.99M - $2.12M
|
245K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
194K+ 8.8% |
$5.28M - $5.61M
|
2.39M
$65.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-75.8K- 12.53% |
$2.06M - $2.2M
|
529K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.96K+ 54.55% |
$108K - $115K
|
11.2K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.5KClosed |
$368K - $392K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.7K- 53.4% |
$346K - $368K
|
11.1K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.32KNew |
$199K - $212K
|
7.32K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-260K- 34.19% |
$7.07M - $7.52M
|
500K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13K+ 21.37% |
$30.8K - $32.7K
|
6.42K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 18.01% |
$278K - $296K
|
66.9K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
27.5KNew |
$749K - $797K
|
27.5K
$748K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.33M+ 7.24% |
$90.7M - $96.5M
|
49.3M
$1.34B
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-306- 53.87% |
$8.34K - $8.87K
|
262
$7.13K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15K- 4.88% |
$407K - $433K
|
291K
$7.93M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
436New |
$11.9K - $12.6K
|
436
$11.9K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-612K- 46.12% |
$16.7M - $17.7M
|
715K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128K+ 21.66% |
$3.5M - $3.72M
|
721K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
42.3K+ 400.57% |
$1.15M - $1.23M
|
52.9K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-7.43K- 1.11% |
$203K - $215K
|
660K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
170K+ 38.13% |
$4.62M - $4.91M
|
614K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-9.9K- 93.4% |
$270K - $287K
|
700
$19.1K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
172K+ 275.17% |
$4.69M - $4.99M
|
235K
$6.39M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-736- 8.8% |
$20.1K - $21.3K
|
7.63K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.72K+ 26.41% |
$265K - $282K
|
46.5K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-97.4K- 28.23% |
$2.65M - $2.82M
|
248K
$6.74M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.9K+ 2585900.0% |
$705K - $749K
|
25.9K
$704K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
384+ 0.79% |
$10.5K - $11.1K
|
49K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-448K- 54.04% |
$12.2M - $13M
|
381K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10.2KNew |
$277K - $295K
|
10.2K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.31KClosed |
$90.1K - $95.9K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-923K- 89.52% |
$25.1M - $26.7M
|
108K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
325K+ 40.91% |
$8.86M - $9.43M
|
1.12M
$30.5M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 0.43% |
$354 - $377
|
2.99K
$81.4K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21.2K+ 19.52% |
$577K - $613K
|
130K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
195New |
$5.31K - $5.65K
|
195
$5.31K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16+ 3.74% |
$436 - $464
|
444
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-770- 4.42% |
$21K - $22.3K
|
16.7K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.42KNew |
$93.1K - $99.1K
|
3.42K
$93K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.98MNew |
$190M - $202M
|
6.98M
$190M
|
|