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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
299K+ 51.2% |
$7.99M - $8.94M
|
884K
$23.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
343New |
$9.15K - $10.2K
|
343
$9.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.6KNew |
$42.7K - $47.7K
|
1.6K
$43.3K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.13KNew |
$244K - $273K
|
9.13K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
569New |
$15.2K - $17K
|
569
$15.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.36KNew |
$196K - $220K
|
7.36K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 45.0% |
$240 - $269
|
11
$298
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.43K- 33.1% |
$91.5K - $102K
|
6.93K
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.97K- 29.24% |
$79.2K - $88.6K
|
7.18K
$194K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.32K+ 14.43% |
$35.2K - $39.3K
|
10.4K
$283K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-93.1K- 25.87% |
$2.43M - $2.6M
|
267K
$7.23M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-647- 83.81% |
$16.9K - $18.1K
|
125
$3.39K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.18K- 98.25% |
$30.8K - $33K
|
21
$569
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48+ 0.23% |
$1.25K - $1.34K
|
21.1K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
427New |
$11.1K - $11.9K
|
427
$11.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
9.57KNew |
$249K - $267K
|
9.57K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
844+ 11.53% |
$22K - $23.6K
|
8.17K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
59+ 0.39% |
$1.54K - $1.65K
|
15.1K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.6KNew |
$354K - $380K
|
13.6K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.34K- 68.58% |
$61.1K - $65.5K
|
1.07K
$29.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
41.4K+ 5.47% |
$1.08M - $1.16M
|
799K
$21.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13.3K+ 4115.79% |
$346K - $372K
|
13.6K
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23New |
$599 - $643
|
23
$623
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-9.76K- 54.97% |
$254K - $273K
|
8K
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.7KNew |
$305K - $327K
|
11.7K
$317K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.14K- 98.27% |
$238K - $256K
|
161
$4.36K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
670+ 5.42% |
$17.5K - $18.7K
|
13K
$353K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$78.2 - $83.9
|
3
$81.3
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
55.5KNew |
$1.45M - $1.55M
|
55.5K
$1.5M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
39.5KNew |
$1.03M - $1.1M
|
39.5K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
2.84K+ 30.58% |
$73.9K - $79.3K
|
12.1K
$328K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-12- 5.24% |
$313 - $336
|
217
$5.88K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
800New |
$20.8K - $22.4K
|
800
$21.7K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.6K+ 4.59% |
$537K - $577K
|
470K
$12.7M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.07KNew |
$54K - $58K
|
2.07K
$56.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3New |
$78.2 - $83.9
|
3
$81.3
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
4.2KNew |
$110K - $117K
|
4.2K
$114K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
52New |
$1.36K - $1.45K
|
52
$1.41K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.49K- 3.86% |
$91.1K - $97.7K
|
87.1K
$2.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.19KNew |
$57.1K - $61.3K
|
2.19K
$59.4K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-762- 85.14% |
$19.9K - $21.3K
|
133
$3.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$338K - $363K
|
13K
$352K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
21.6K+ 91.56% |
$562K - $603K
|
45.1K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
783New |
$20.4K - $21.9K
|
783
$21.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
144New |
$3.75K - $4.03K
|
144
$3.9K
|
|
| Q1 2024 | |||||||
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-23.8KClosed |
$648K - $689K
|
0
$0
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.08KNew |
$29.5K - $31.4K
|
1.08K
$29.4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2Closed |
$54.5 - $58
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
436New |
$11.9K - $12.6K
|
436
$11.8K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 0.43% |
$354 - $377
|
2.99K
$81.1K
|
|