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 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.32KNew |
$32.5K - $38.9K
|
1.32K
$35.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-719- 1.1% |
$17.7K - $21.2K
|
64.7K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.6KNew |
$433K - $519K
|
17.6K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$246 - $294
|
10
$270
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
222KNew |
$5.45M - $6.54M
|
222K
$5.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
27New |
$663 - $795
|
27
$729
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 63.42% |
$394K - $473K
|
9.27K
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
358KNew |
$8.79M - $10.5M
|
358K
$9.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
163KNew |
$4.01M - $4.81M
|
163K
$4.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
7.78KNew |
$191K - $229K
|
7.78K
$210K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.77K+ 1.28% |
$43.5K - $52.1K
|
140K
$3.78M
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
14.2KNew |
$349K - $418K
|
14.2K
$383K
|
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
BUY
|
- |
17.9KNew |
$438K - $526K
|
17.9K
$482K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
13.4KNew |
$329K - $395K
|
13.4K
$362K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-41- 2.85% |
$1.01K - $1.21K
|
1.4K
$37.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-48.5K- 29.23% |
$1.19M - $1.43M
|
117K
$3.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
925KNew |
$22.7M - $27.2M
|
925K
$25M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.91KNew |
$170K - $203K
|
6.91K
$186K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 11.05% |
$56.9K - $68.3K
|
23.3K
$629K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-58.4K- 6.93% |
$1.43M - $1.72M
|
784K
$21.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-916- 10.24% |
$22.5K - $27K
|
8.03K
$217K
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
13.8K+ 8.14% |
$339K - $406K
|
183K
$4.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-901- 4.09% |
$22.1K - $26.5K
|
21.2K
$571K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.91K- 29.19% |
$71.4K - $85.6K
|
7.06K
$191K
|
|
| Q3 2023 | |||||||
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
31New |
$809 - $929
|
31
$837
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.06K+ 6.99% |
$27.6K - $31.6K
|
16.2K
$437K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.36K+ 3.37% |
$218K - $250K
|
256K
$6.92M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
54.9K+ 30.22% |
$1.43M - $1.64M
|
237K
$6.39M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
17KNew |
$444K - $509K
|
17K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16KNew |
$417K - $479K
|
16K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.85K+ 119.94% |
$257K - $295K
|
18.1K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.8KNew |
$516K - $592K
|
19.8K
$533K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-168KClosed |
$4.38M - $5.03M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
165New |
$4.3K - $4.94K
|
165
$4.46K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
21.8KNew |
$569K - $653K
|
21.8K
$589K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-487- 95.3% |
$12.7K - $14.6K
|
24
$648
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.26K+ 21.74% |
$137K - $157K
|
29.4K
$795K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.33K+ 49.03% |
$139K - $160K
|
16.2K
$438K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
278New |
$7.25K - $8.33K
|
278
$7.51K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.65K+ 14.83% |
$121K - $139K
|
36K
$972K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
627New |
$16.4K - $18.8K
|
627
$16.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.04K- 3.24% |
$105K - $121K
|
121K
$3.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.02KNew |
$235K - $270K
|
9.02K
$244K
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-46.2K- 14.9% |
$1.21M - $1.38M
|
264K
$7.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13New |
$339 - $389
|
13
$351
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
24.3KNew |
$635K - $729K
|
24.3K
$657K
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-226K- 88.41% |
$5.9M - $6.78M
|
29.7K
$801K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-992- 6.41% |
$25.9K - $29.7K
|
14.5K
$391K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.5K- 61.81% |
$638K - $733K
|
15.1K
$408K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.17K- 17.45% |
$56.7K - $65.1K
|
10.3K
$278K
|
|