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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
160KNew |
$4.37M - $4.65M
|
160K
$4.31M
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
101K+ 25.57% |
$2.74M - $2.92M
|
494K
$13.3M
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
12New |
$327 - $348
|
12
$322
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.57K- 6.28% |
$42.6K - $45.4K
|
23.3K
$627K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57New |
$1.55K - $1.65K
|
57
$1.53K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.14K- 37.88% |
$249K - $265K
|
15K
$403K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-7Closed |
$191 - $203
|
0
$0
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
22.8KNew |
$622K - $661K
|
22.8K
$613K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
10.8K+ 7.48% |
$295K - $314K
|
155K
$4.18M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
13.2K+ 11.6% |
$360K - $383K
|
127K
$3.41M
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-362K- 97.21% |
$9.87M - $10.5M
|
10.4K
$279K
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
9.27KNew |
$253K - $269K
|
9.27K
$249K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
114KNew |
$3.1M - $3.3M
|
114K
$3.06M
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
39.8K+ 115.91% |
$1.08M - $1.15M
|
74.1K
$1.99M
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
11.3K+ 10.15% |
$307K - $326K
|
122K
$3.28M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
173K+ 20.26% |
$4.71M - $5.01M
|
1.03M
$27.6M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.04K- 1.14% |
$28.4K - $30.2K
|
90.6K
$2.44M
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-15.5K- 39.11% |
$424K - $450K
|
24.2K
$650K
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
460+ 2.44% |
$12.5K - $13.3K
|
19.3K
$519K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-12.8K- 55.9% |
$349K - $371K
|
10.1K
$271K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.2KNew |
$331K - $352K
|
12.2K
$327K
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-453- 5.5% |
$12.3K - $13.1K
|
7.78K
$209K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.75K- 29.8% |
$211K - $224K
|
18.2K
$490K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1K- 5.73% |
$27.3K - $29K
|
16.5K
$442K
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-53.1K- 3.56% |
$1.45M - $1.54M
|
1.44M
$38.6M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
680+ 3.16% |
$18.5K - $19.7K
|
22.2K
$596K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
47.1K+ 11.7% |
$1.28M - $1.36M
|
449K
$12.1M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-66.4K- 22.19% |
$1.81M - $1.92M
|
233K
$6.26M
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
711New |
$19.4K - $20.6K
|
711
$19.1K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.74K+ 8.99% |
$47.5K - $50.5K
|
21.1K
$568K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
817KNew |
$22.3M - $23.7M
|
817K
$22M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
116KNew |
$3.17M - $3.37M
|
116K
$3.12M
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
8New |
$218 - $232
|
8
$215
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.71M+ 139.61% |
$46.7M - $49.6M
|
2.94M
$79M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.24K- 1.89% |
$33.7K - $35.8K
|
64.3K
$1.73M
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-518- 1.08% |
$14.1K - $15K
|
47.4K
$1.27M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
396K+ 72.56% |
$10.8M - $11.5M
|
942K
$25.3M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38K- 23.9% |
$1.04M - $1.1M
|
121K
$3.25M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-315- 0.32% |
$8.58K - $9.13K
|
98K
$2.63M
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.93K+ 8.21% |
$79.8K - $84.9K
|
38.6K
$1.04M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-435- 35.31% |
$11.9K - $12.6K
|
797
$21.4K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.12K+ 2.28% |
$30.4K - $32.3K
|
50K
$1.34M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
36+ 4.49% |
$981 - $1.04K
|
838
$22.5K
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
34.2KNew |
$931K - $990K
|
34.2K
$918K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.35K- 15.3% |
$64.1K - $68.1K
|
13K
$350K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
266+ 3.47% |
$7.25K - $7.71K
|
7.94K
$213K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-168- 0.72% |
$4.58K - $4.87K
|
23.2K
$622K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28.5K+ 6.1% |
$777K - $826K
|
496K
$13.3M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.29K- 5.86% |
$171K - $182K
|
101K
$2.72M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-106- 84.13% |
$2.89K - $3.07K
|
20
$537
|