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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.1KNew |
$299K - $349K
|
11.1K
$299K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-382Closed |
$11.2K - $13.2K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-386- 2.06% |
$11.3K - $13.3K
|
18.4K
$496K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
322+ 0.63% |
$9.4K - $11.1K
|
51.3K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.61% |
$29.2 - $34.5
|
164
$4.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
21.8K+ 8.69% |
$635K - $751K
|
272K
$7.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-81- 1.17% |
$2.37K - $2.8K
|
6.85K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
311New |
$9.08K - $10.7K
|
311
$8.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
65+ 0.35% |
$1.9K - $2.24K
|
18.6K
$501K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.51K+ 3.4% |
$161K - $190K
|
167K
$4.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
6.99KNew |
$204K - $241K
|
6.99K
$189K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.1K- 10.17% |
$557K - $659K
|
169K
$4.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-334- 25.0% |
$9.75K - $11.5K
|
1K
$27.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
138KNew |
$4.04M - $4.78M
|
138K
$3.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
393+ 0.63% |
$11.5K - $13.6K
|
62.5K
$1.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 3.15% |
$1.17K - $1.38K
|
1.23K
$33.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.96K- 41.94% |
$174K - $206K
|
8.24K
$223K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
997KNew |
$29.1M - $34.4M
|
997K
$26.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.23K+ 48.24% |
$35.9K - $42.5K
|
3.78K
$102K
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
65.2KNew |
$1.9M - $2.25M
|
65.2K
$1.76M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$40.2K - $47.5K
|
1.38K
$37.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 20.31% |
$64.8K - $76.6K
|
8.71K
$235K
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
8.09KNew |
$236K - $279K
|
8.09K
$218K
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
114KNew |
$3.33M - $3.93M
|
114K
$3.08M
|
|
|
Oct 12, 2022
Q3 2022
|
Signify Wealth
|
BUY
|
- |
9.4KNew |
$274K - $324K
|
9.4K
$254K
|
|
| Q2 2022 | |||||||
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.53KClosed |
$299K - $360K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
452New |
$14.2K - $17.1K
|
452
$12.2K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
246KNew |
$7.72M - $9.3M
|
246K
$6.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
44.9KNew |
$1.41M - $1.7M
|
44.9K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-111KClosed |
$3.49M - $4.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-890Closed |
$27.9K - $33.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.1KClosed |
$254K - $306K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-464KClosed |
$14.5M - $17.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-74KClosed |
$2.32M - $2.79M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-667KClosed |
$20.9M - $25.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-79Closed |
$2.48K - $2.98K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-64.5KClosed |
$2.02M - $2.44M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$4.71K - $5.67K
|
150
$4.05K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-589Closed |
$18.5K - $22.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.03K- 28.24% |
$94.9K - $114K
|
7.69K
$207K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
268New |
$8.41K - $10.1K
|
268
$7.24K
|
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-390KClosed |
$12.2M - $14.7M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-37.4K- 20.88% |
$1.17M - $1.41M
|
142K
$3.83M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
728New |
$22.8K - $27.5K
|
728
$19.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
508+ 10160.0% |
$15.9K - $19.2K
|
513
$13.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.18KClosed |
$99.7K - $120K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.63KNew |
$51.1K - $61.6K
|
1.63K
$44K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-80.2KClosed |
$2.52M - $3.03M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
610K+ 857.23% |
$19.2M - $23.1M
|
681K
$18.4M
|
|