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 |
---|---|---|---|---|---|---|---|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-38.4K- 68.35% |
$1.05M - $1.11M
|
17.8K
$477K
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
85.3K+ 13.5% |
$2.32M - $2.47M
|
717K
$19.3M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.85K- 13.66% |
$105K - $112K
|
24.3K
$654K
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
125+ 0.61% |
$3.41K - $3.62K
|
20.7K
$557K
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-623- 2.58% |
$17K - $18.1K
|
23.6K
$633K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.58M+ 119445.1% |
$43.2M - $45.9M
|
1.59M
$42.6M
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
5.62K+ 3.57% |
$153K - $163K
|
163K
$4.38M
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.09K- 2.94% |
$84.2K - $89.5K
|
102K
$2.74M
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.32K- 6.31% |
$145K - $154K
|
79K
$2.12M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.97K- 3.25% |
$53.8K - $57.2K
|
58.7K
$1.58M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-204- 91.07% |
$5.56K - $5.91K
|
20
$537
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-173- 3.22% |
$4.71K - $5.01K
|
5.19K
$140K
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
4.51M+ 63.49% |
$123M - $131M
|
11.6M
$312M
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.38K+ 52.28% |
$174K - $185K
|
18.6K
$499K
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-7.2K- 3.26% |
$196K - $209K
|
213K
$5.73M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
716New |
$19.5K - $20.7K
|
716
$19.2K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.23M+ 807.82% |
$33.5M - $35.6M
|
1.38M
$37.1M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56.4K+ 33.15% |
$1.54M - $1.64M
|
227K
$6.09M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$2.7K - $2.87K
|
99
$2.66K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26K- 64.1% |
$708K - $753K
|
14.6K
$391K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-61- 74.39% |
$1.66K - $1.77K
|
21
$564
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.9K+ 1.01% |
$51.8K - $55.1K
|
191K
$5.12M
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
20.3K+ 12.04% |
$554K - $589K
|
189K
$5.08M
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
19.5KNew |
$530K - $564K
|
19.5K
$523K
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.3KNew |
$688K - $732K
|
25.3K
$679K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
473K+ 26.33% |
$12.9M - $13.7M
|
2.27M
$61M
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.1K- 1.36% |
$29.9K - $31.8K
|
79.5K
$2.14M
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-37K- 19.64% |
$1.01M - $1.07M
|
151K
$4.07M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.21K- 20.2% |
$60.2K - $64K
|
8.72K
$234K
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
399K+ 29.0% |
$10.9M - $11.6M
|
1.77M
$47.7M
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
8.38KNew |
$228K - $243K
|
8.38K
$225K
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.17K- 20.75% |
$168K - $179K
|
23.6K
$633K
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
156+ 1.7% |
$4.25K - $4.52K
|
9.34K
$251K
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.78K- 9.91% |
$75.9K - $80.7K
|
25.3K
$680K
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-11.8K- 9.69% |
$321K - $341K
|
110K
$2.94M
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.86K+ 0.69% |
$50.8K - $54K
|
272K
$7.3M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
564K+ 57.09% |
$15.4M - $16.3M
|
1.55M
$41.7M
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
15.2K+ 35.87% |
$414K - $440K
|
57.5K
$1.55M
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.66K- 1.7% |
$154K - $164K
|
326K
$8.77M
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-211K- 42.97% |
$5.74M - $6.11M
|
280K
$7.51M
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11.5KNew |
$314K - $334K
|
11.5K
$310K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.9K+ 7.34% |
$459K - $489K
|
247K
$6.63M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.9K+ 218.1% |
$461K - $490K
|
24.7K
$663K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-701- 0.21% |
$19.1K - $20.3K
|
332K
$8.91M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 5.77% |
$569K - $606K
|
383K
$10.3M
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-5K- 7.96% |
$136K - $145K
|
57.9K
$1.55M
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8.53K+ 4.1% |
$233K - $247K
|
217K
$5.82M
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.94K+ 68.18% |
$80.2K - $85.3K
|
7.26K
$195K
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-511K- 98.53% |
$13.9M - $14.8M
|
7.62K
$205K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
49New |
$1.34K - $1.42K
|
49
$1.32K
|