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 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-25Closed |
$1.01K - $1.09K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-6.19KClosed |
$251K - $271K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-5.64KClosed |
$228K - $246K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.09KClosed |
$210K - $220K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.48KClosed |
$267K - $280K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.74KClosed |
$113K - $119K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-393Closed |
$16.2K - $17K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-49Closed |
$2.02K - $2.12K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
571New |
$23.5K - $24.7K
|
571
$15.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$742 - $779
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.89MClosed |
$77.9M - $81.8M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-3KClosed |
$124K - $130K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.16KClosed |
$201K - $215K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-147Closed |
$5.73K - $6.12K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-125Closed |
$4.87K - $5.21K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-12.4KClosed |
$482K - $515K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-44Closed |
$1.72K - $1.83K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-5.23KClosed |
$204K - $218K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-28Closed |
$1.09K - $1.17K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Paragon Advisors, LLC
|
SELL
|
- |
-20.7KClosed |
$806K - $861K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-39.5KClosed |
$1.52M - $1.78M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-190Closed |
$7.32K - $8.56K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-42.9KClosed |
$1.65M - $1.93M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 71.43% |
$193 - $225
|
2
$52.9
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-58Closed |
$2.23K - $2.61K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-251Closed |
$9.66K - $11.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-868Closed |
$33.4K - $39.1K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-30.6KClosed |
$1.18M - $1.38M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-4Closed |
$154 - $180
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-19.7KClosed |
$757K - $886K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.15KClosed |
$237K - $277K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-250KClosed |
$9.63M - $11.3M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-7.72KClosed |
$297K - $348K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-11KClosed |
$422K - $494K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-22Closed |
$847 - $991
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.11KClosed |
$235K - $275K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-479Closed |
$18.4K - $21.6K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-34Closed |
$1.31K - $1.53K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-5.93KClosed |
$228K - $267K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-49.8KClosed |
$1.92M - $2.25M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-24.1KClosed |
$927K - $1.09M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-146KClosed |
$5.62M - $6.58M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-637KClosed |
$24.5M - $28.7M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-12Closed |
$462 - $541
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-65.5KClosed |
$2.52M - $2.95M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-22.9KClosed |
$882K - $1.03M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-246Closed |
$10.9K - $11.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.76KClosed |
$78.2K - $82.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-63.4KClosed |
$2.82M - $2.96M
|
0
$0
|
|