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 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-113K- 63.45% |
$2.95M - $3.38M
|
65K
$1.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.36K+ 15.74% |
$61.6K - $70.7K
|
17.4K
$469K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32New |
$835 - $959
|
32
$864
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-500- 4.3% |
$13K - $15K
|
11.1K
$300K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.29K- 1.36% |
$85.8K - $98.5K
|
238K
$6.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-606- 4.49% |
$15.8K - $18.2K
|
12.9K
$348K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.3K+ 67.35% |
$320K - $368K
|
30.5K
$823K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2New |
$52.2 - $59.9
|
2
$54
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
942New |
$24.6K - $28.2K
|
942
$25.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
143New |
$3.73K - $4.28K
|
143
$3.86K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
67New |
$1.75K - $2.01K
|
67
$1.81K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-24- 0.06% |
$626 - $719
|
39.1K
$1.06M
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-17.2K- 57.39% |
$502K - $541K
|
12.8K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-27.1K- 78.31% |
$793K - $854K
|
7.51K
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.45K+ 6.6% |
$42.4K - $45.6K
|
23.4K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
20.1KNew |
$587K - $633K
|
20.1K
$542K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.5K+ 6.7% |
$481K - $518K
|
262K
$7.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15New |
$439 - $473
|
15
$405
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
75.9KNew |
$2.22M - $2.39M
|
75.9K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.48KNew |
$219K - $236K
|
7.48K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
202+ 0.22% |
$5.91K - $6.36K
|
94K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
20.6KNew |
$604K - $650K
|
20.6K
$557K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
313+ 1.21% |
$9.16K - $9.86K
|
26.3K
$709K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14New |
$410 - $441
|
14
$378
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.92% |
$58.5 - $63
|
106
$2.86K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
97New |
$2.84K - $3.06K
|
97
$2.62K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-59.7K- 33.08% |
$1.74M - $1.88M
|
121K
$3.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-6.9K- 32.09% |
$202K - $217K
|
14.6K
$394K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-59.8K- 88.23% |
$1.75M - $1.88M
|
7.97K
$215K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
230+ 0.52% |
$6.73K - $7.25K
|
44.7K
$1.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
224New |
$6.55K - $7.06K
|
224
$6.05K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
371New |
$10.9K - $11.7K
|
371
$10K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.4K+ 45.77% |
$364K - $392K
|
39.6K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-759- 13.2% |
$22.2K - $23.9K
|
4.99K
$135K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
62.1KNew |
$1.82M - $1.96M
|
62.1K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4KNew |
$117K - $126K
|
4K
$108K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.29K+ 29.92% |
$37.8K - $40.7K
|
5.61K
$151K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.08KNew |
$148K - $160K
|
5.08K
$137K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
581New |
$17K - $18.3K
|
581
$15.7K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-4.17K- 9.76% |
$122K - $131K
|
38.5K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-497- 6.64% |
$14.5K - $15.7K
|
6.99K
$189K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
42.6KNew |
$1.25M - $1.34M
|
42.6K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
938New |
$27.4K - $29.5K
|
938
$25.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
9.34KNew |
$273K - $294K
|
9.34K
$252K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-79- 50.97% |
$2.28K - $2.49K
|
76
$2.05K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
208New |
$6.01K - $6.55K
|
208
$5.62K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-109KClosed |
$3.15M - $3.43M
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.06K+ 25.36% |
$59.4K - $64.8K
|
10.2K
$275K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.04KNew |
$117K - $127K
|
4.04K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
533KNew |
$15.4M - $16.8M
|
533K
$14.4M
|
|