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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-257KClosed |
$8.07M - $9.71M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-9.53KClosed |
$299K - $360K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.96KNew |
$61.3K - $73.9K
|
1.96K
$53.4K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1.16KClosed |
$36.4K - $43.8K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-21.5KClosed |
$675K - $813K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.13K- 97.55% |
$226K - $252K
|
154
$4.21K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.39KClosed |
$125K - $139K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-358Closed |
$13.2K - $14.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
1.7M+ 18.36% |
$62.6M - $69.9M
|
11M
$300M
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-5.75KClosed |
$212K - $236K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-28.7KClosed |
$1.05M - $1.18M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-220Closed |
$8.1K - $9.05K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-9.84KClosed |
$362K - $405K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.3KClosed |
$195K - $218K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-72Closed |
$2.65K - $2.96K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-348Closed |
$12.8K - $14.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5.74KClosed |
$211K - $236K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 50.0% |
$36.8 - $41.1
|
3
$82
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.38KClosed |
$198K - $221K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-59Closed |
$2.17K - $2.43K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-97Closed |
$3.57K - $3.99K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-7.5KClosed |
$276K - $309K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-7.39KClosed |
$272K - $304K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-74.7KClosed |
$2.75M - $3.07M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-6Closed |
$221 - $247
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-560Closed |
$20.6K - $23K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
60New |
$2.21K - $2.47K
|
60
$1.64K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-46Closed |
$1.69K - $1.89K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-5.82KClosed |
$214K - $239K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-954Closed |
$35.1K - $39.2K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-24Closed |
$884 - $987
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.09KClosed |
$224K - $250K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-584KClosed |
$23.7M - $25.5M
|
0
$0
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.14KClosed |
$330K - $356K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
716K+ 188.01% |
$29M - $31.3M
|
1.1M
$30M
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
SELL
|
- |
-105KClosed |
$4.25M - $4.58M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47Closed |
$1.9K - $2.05K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-818Closed |
$33.1K - $35.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-33Closed |
$1.34K - $1.44K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.65KNew |
$269K - $291K
|
6.65K
$182K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
20New |
$810 - $874
|
20
$547
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.7KClosed |
$432K - $466K
|
0
$0
|
|
|
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
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.74KClosed |
$113K - $119K
|
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
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-393Closed |
$16.2K - $17K
|
0
$0
|
|