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 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
409K+ 32.78% |
$11.1M - $11.8M
|
1.66M
$44.5M
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-391- 4.03% |
$10.7K - $11.3K
|
9.31K
$250K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-601- 20.64% |
$16.4K - $17.4K
|
2.31K
$62.1K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-436- 0.19% |
$11.9K - $12.6K
|
231K
$6.2M
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.31K+ 28.1% |
$172K - $183K
|
28.7K
$772K
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
40.8K+ 88.83% |
$1.11M - $1.18M
|
86.8K
$2.33M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.96K- 2.37% |
$271K - $289K
|
411K
$11M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.42K- 20.44% |
$175K - $186K
|
25K
$671K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.79K- 7.64% |
$158K - $168K
|
70K
$1.88M
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.65K+ 9.37% |
$127K - $135K
|
54.2K
$1.46M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
122+ 68.93% |
$3.32K - $3.54K
|
299
$8.03K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-259- 2.22% |
$7.06K - $7.51K
|
11.4K
$306K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
178KNew |
$4.85M - $5.15M
|
178K
$4.78M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
464+ 23.28% |
$12.6K - $13.4K
|
2.46K
$66K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
721New |
$19.6K - $20.9K
|
721
$19.4K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.04MNew |
$28.3M - $30.1M
|
1.04M
$27.9M
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-35- 1.96% |
$954 - $1.01K
|
1.75K
$47.1K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
287+ 281.37% |
$7.82K - $8.32K
|
389
$10.5K
|
|
May 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
41.5K+ 24.16% |
$1.13M - $1.2M
|
213K
$5.73M
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
584+ 3.66% |
$15.9K - $16.9K
|
16.6K
$445K
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-11.8K- 8.36% |
$321K - $342K
|
129K
$3.47M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
47.9K+ 100.24% |
$1.31M - $1.39M
|
95.7K
$2.57M
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.18K+ 49.42% |
$114K - $121K
|
12.6K
$339K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.37K+ 23.55% |
$228K - $243K
|
43.9K
$1.18M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.9K+ 5.36% |
$488K - $519K
|
352K
$9.46M
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
29.9K+ 28.27% |
$814K - $865K
|
135K
$3.64M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
5.94K+ 9.66% |
$162K - $172K
|
67.5K
$1.81M
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
22.4K+ 1.68% |
$612K - $650K
|
1.36M
$36.4M
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-101K- 39.92% |
$2.74M - $2.92M
|
151K
$4.07M
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-306- 1.28% |
$8.34K - $8.87K
|
23.6K
$634K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$164 - $174
|
6
$161
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-173K- 19.23% |
$4.7M - $5M
|
724K
$19.5M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
23.6KNew |
$642K - $683K
|
23.6K
$633K
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
21KNew |
$571K - $607K
|
21K
$563K
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-90.2K- 25.83% |
$2.46M - $2.62M
|
259K
$6.96M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.62KNew |
$235K - $250K
|
8.62K
$232K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
244New |
$6.65K - $7.07K
|
244
$6.56K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
328+ 0.28% |
$8.94K - $9.51K
|
117K
$3.15M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 12.23% |
$497K - $528K
|
167K
$4.49M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.2K+ 29.68% |
$387K - $411K
|
62K
$1.67M
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.2K- 10.02% |
$32.6K - $34.7K
|
10.7K
$289K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2- 22.22% |
$54.5 - $58
|
7
$188
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-8.57K- 31.05% |
$234K - $248K
|
19K
$511K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39.3K+ 72.09% |
$1.07M - $1.14M
|
93.7K
$2.52M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-86.5K- 81.48% |
$2.36M - $2.51M
|
19.7K
$528K
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
75.9K+ 37.08% |
$2.07M - $2.2M
|
280K
$7.54M
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
18.2K+ 62.32% |
$496K - $527K
|
47.4K
$1.27M
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.54K- 28.61% |
$96.4K - $103K
|
8.83K
$237K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
101KNew |
$2.74M - $2.91M
|
101K
$2.7M
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.11K- 26.99% |
$112K - $119K
|
11.1K
$299K
|