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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-79- 50.97% |
$2.28K - $2.49K
|
76
$2K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
208New |
$6.01K - $6.55K
|
208
$5.47K
|
|
|
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
$268K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.04KNew |
$117K - $127K
|
4.04K
$106K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
22New |
$635 - $693
|
22
$579
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.19K+ 425.71% |
$34.4K - $37.5K
|
1.47K
$38.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
103New |
$2.97K - $3.24K
|
103
$2.71K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
84New |
$2.43K - $2.65K
|
84
$2.21K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
40New |
$1.16K - $1.26K
|
40
$1.05K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.54K- 60.23% |
$73.4K - $80.1K
|
1.68K
$44.2K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
9.07KNew |
$262K - $285K
|
9.07K
$239K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
814New |
$23.5K - $25.6K
|
814
$21.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-60.1K- 72.88% |
$1.74M - $1.89M
|
22.4K
$589K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
7.21KNew |
$208K - $227K
|
7.21K
$190K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
16.8KNew |
$486K - $530K
|
16.8K
$443K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
90New |
$2.6K - $2.83K
|
90
$2.37K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-140- 20.14% |
$4.04K - $4.41K
|
555
$14.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
101New |
$2.92K - $3.18K
|
101
$2.66K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.06KNew |
$204K - $222K
|
7.06K
$186K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8New |
$231 - $252
|
8
$211
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
13.3KNew |
$383K - $418K
|
13.3K
$349K
|
|
| Q4 2022 | |||||||
|
Jun 13, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
9.03KNew |
$244K - $285K
|
9.03K
$238K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.54KNew |
$231K - $269K
|
8.54K
$225K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
320New |
$8.65K - $10.1K
|
320
$8.42K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
499New |
$13.5K - $15.7K
|
499
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-115- 58.08% |
$3.11K - $3.63K
|
83
$2.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
118KNew |
$3.19M - $3.73M
|
118K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
185New |
$5K - $5.84K
|
185
$4.87K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.82K+ 59.46% |
$103K - $120K
|
10.2K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.94K+ 5.07% |
$52.4K - $61.1K
|
40.1K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
9.17KNew |
$248K - $289K
|
9.17K
$241K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
97New |
$2.62K - $3.06K
|
97
$2.55K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.62KNew |
$71K - $82.8K
|
2.62K
$69.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.33K- 13.31% |
$35.9K - $41.9K
|
8.66K
$228K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8KNew |
$216K - $252K
|
8K
$211K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.2KNew |
$302K - $352K
|
11.2K
$294K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
22.9K+ 154.59% |
$620K - $723K
|
37.8K
$994K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
7.37KNew |
$199K - $233K
|
7.37K
$194K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17.7KNew |
$479K - $559K
|
17.7K
$466K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
71New |
$1.92K - $2.24K
|
71
$1.87K
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
28.2KNew |
$762K - $890K
|
28.2K
$742K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-354- 31.03% |
$9.57K - $11.2K
|
787
$20.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
228New |
$6.17K - $7.2K
|
228
$6K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-317K- 96.44% |
$8.57M - $10M
|
11.7K
$308K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.78K+ 145.05% |
$237K - $277K
|
14.8K
$390K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.87K- 17.38% |
$50.6K - $59K
|
8.89K
$234K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
27New |
$730 - $852
|
27
$711
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$46.2K - $53.9K
|
1.71K
$45K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
59New |
$1.6K - $1.86K
|
59
$1.55K
|
|