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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.1K- 65.96% |
$28.5K - $31.9K
|
565
$15.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.42K- 34.15% |
$219K - $246K
|
16.2K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-533K- 74.13% |
$13.9M - $15.5M
|
186K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
52+ 192.59% |
$1.35K - $1.52K
|
79
$2.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.4KNew |
$401K - $449K
|
15.4K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
19.9KNew |
$518K - $580K
|
19.9K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
52+ 192.59% |
$1.35K - $1.52K
|
79
$2.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
425New |
$11.1K - $12.4K
|
425
$11.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.52K+ 3.51% |
$39.6K - $44.3K
|
44.9K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-21.1K- 34.07% |
$549K - $614K
|
40.7K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-617- 13.55% |
$16.1K - $18K
|
3.94K
$107K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-60- 3.42% |
$1.56K - $1.75K
|
1.69K
$45.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 100.0% |
$26.1 - $29.2
|
2
$54.2
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-105- 0.09% |
$2.74K - $3.06K
|
115K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
390New |
$10.2K - $11.4K
|
390
$10.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
55New |
$1.43K - $1.6K
|
55
$1.49K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
194KNew |
$5.06M - $5.67M
|
194K
$5.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
1New |
$26.1 - $29.2
|
1
$27.1
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.99KNew |
$77.9K - $87.2K
|
2.99K
$81K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$130 - $146
|
5
$136
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-403K- 65.58% |
$10.5M - $11.8M
|
212K
$5.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
22New |
$573 - $642
|
22
$596
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.21KNew |
$240K - $269K
|
9.21K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5.53K- 7.21% |
$144K - $161K
|
71.1K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.83K- 33.23% |
$99.7K - $112K
|
7.69K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
202New |
$5.26K - $5.89K
|
202
$5.47K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
721+ 1.56% |
$18.8K - $21K
|
46.8K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.8K+ 4.22% |
$697K - $781K
|
661K
$17.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
538New |
$14K - $15.7K
|
538
$14.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
444New |
$11.6K - $13K
|
444
$12K
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-21.7K- 51.18% |
$564K - $632K
|
20.7K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.38K- 83.55% |
$35.8K - $40.1K
|
271
$7.34K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
320+ 2.86% |
$8.34K - $9.33K
|
11.5K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 57.83% |
$357K - $399K
|
9.98K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
122New |
$3.18K - $3.56K
|
122
$3.31K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-9.27K- 9.74% |
$241K - $270K
|
85.9K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
57New |
$1.48K - $1.66K
|
57
$1.54K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.57K- 1.55% |
$40.8K - $45.7K
|
99.7K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.79K- 18.58% |
$46.5K - $52.1K
|
7.82K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.48K+ 12.38% |
$169K - $189K
|
58.8K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.9KNew |
$882K - $988K
|
33.9K
$918K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
13.6KNew |
$353K - $395K
|
13.6K
$367K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
993+ 49.72% |
$25.9K - $29K
|
2.99K
$81K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-5.53K- 7.21% |
$144K - $161K
|
71.1K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$782 - $875
|
30
$813
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.19MNew |
$31M - $34.7M
|
1.19M
$32.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
415KNew |
$10.8M - $12.1M
|
415K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
237+ 61.24% |
$6.17K - $6.91K
|
624
$16.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.36K- 96.79% |
$35.4K - $39.6K
|
45
$1.22K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-486- 64.71% |
$12.7K - $14.2K
|
265
$7.18K
|