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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
23.3K+ 24.32% |
$607K - $680K
|
119K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
5.95K+ 31.48% |
$155K - $173K
|
24.8K
$672K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
244K+ 13.8% |
$6.35M - $7.11M
|
2.01M
$54.4M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.91K- 4.09% |
$102K - $114K
|
91.7K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
333+ 3.94% |
$8.67K - $9.71K
|
8.78K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
721+ 1.56% |
$18.8K - $21K
|
46.8K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.85K+ 3.43% |
$179K - $200K
|
207K
$5.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
26.6K+ 915.33% |
$694K - $777K
|
29.5K
$799K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
4.63K+ 20.72% |
$121K - $135K
|
27K
$730K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-29.1K- 64.4% |
$757K - $848K
|
16.1K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.8K+ 4.22% |
$697K - $781K
|
661K
$17.9M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
41.9KNew |
$1.09M - $1.22M
|
41.9K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
426K+ 170.03% |
$11.1M - $12.4M
|
676K
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
3.32K+ 10.44% |
$86.5K - $96.8K
|
35.1K
$950K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-129K- 31.41% |
$3.37M - $3.78M
|
283K
$7.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
538New |
$14K - $15.7K
|
538
$14.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-132- 0.24% |
$3.44K - $3.85K
|
55.3K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-736- 3.18% |
$19.2K - $21.5K
|
22.4K
$606K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.76K+ 1.17% |
$150K - $168K
|
499K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.98K+ 1488.72% |
$51.6K - $57.8K
|
2.11K
$57.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-352K- 30.18% |
$9.17M - $10.3M
|
815K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
74.4KNew |
$1.94M - $2.17M
|
74.4K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.3K- 21.42% |
$190K - $213K
|
26.8K
$724K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
57.1KNew |
$1.49M - $1.67M
|
57.1K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.03K+ 82.04% |
$79K - $88.5K
|
6.73K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41.4K+ 4.64% |
$1.08M - $1.21M
|
933K
$25.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-827- 8.79% |
$21.5K - $24.1K
|
8.59K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
7.89KNew |
$205K - $230K
|
7.89K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-619K- 90.54% |
$16.1M - $18.1M
|
64.6K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
444New |
$11.6K - $13K
|
444
$12K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.04K- 4.33% |
$27.1K - $30.4K
|
23K
$623K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.27K- 5.36% |
$33.1K - $37.1K
|
22.5K
$608K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
9.06K+ 5.21% |
$236K - $264K
|
183K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16K+ 3.09% |
$416K - $465K
|
533K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.57K- 1.08% |
$40.9K - $45.8K
|
144K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-21.7K- 51.18% |
$564K - $632K
|
20.7K
$559K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.45KNew |
$220K - $247K
|
8.45K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
24.5K+ 3.89% |
$638K - $714K
|
654K
$17.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.2K- 45.46% |
$449K - $503K
|
20.7K
$559K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
42.6K+ 60.92% |
$1.11M - $1.24M
|
113K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.79K+ 4718.42% |
$46.7K - $52.3K
|
1.83K
$49.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
39New |
$1.02K - $1.14K
|
39
$1.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.9K+ 1.04% |
$102K - $114K
|
380K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-503- 1.65% |
$13.1K - $14.7K
|
30K
$812K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
129K+ 16.34% |
$3.36M - $3.76M
|
917K
$24.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.3K+ 39.31% |
$894K - $1M
|
122K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
21.2K+ 10.84% |
$552K - $618K
|
216K
$5.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-194K- 56.2% |
$5.05M - $5.66M
|
151K
$4.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-86.5K- 34.57% |
$2.25M - $2.52M
|
164K
$4.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.05M+ 21.55% |
$27.3M - $30.5M
|
5.91M
$160M
|