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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.57K- 1.55% |
$40.8K - $45.7K
|
99.7K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.79K- 18.58% |
$46.5K - $52.1K
|
7.82K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.48K+ 12.38% |
$169K - $189K
|
58.8K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-40.9K- 49.72% |
$1.07M - $1.19M
|
41.4K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.4KNew |
$922K - $1.03M
|
35.4K
$922K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.9KNew |
$882K - $988K
|
33.9K
$882K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.06KNew |
$210K - $235K
|
8.06K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
13.6KNew |
$353K - $395K
|
13.6K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31.4K- 22.78% |
$817K - $915K
|
106K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
993+ 49.72% |
$25.9K - $29K
|
2.99K
$77.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.71K- 28.94% |
$96.7K - $108K
|
9.11K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24.5K- 7.08% |
$638K - $715K
|
321K
$8.37M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-5.53K- 7.21% |
$144K - $161K
|
71.1K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.08K- 2.26% |
$28.2K - $31.6K
|
46.8K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$782 - $875
|
30
$782
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-152K- 32.6% |
$3.95M - $4.42M
|
313K
$8.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16.5K- 93.61% |
$429K - $480K
|
1.13K
$29.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.19MNew |
$31M - $34.7M
|
1.19M
$31M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
200K+ 93.06% |
$5.21M - $5.84M
|
415K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
415KNew |
$10.8M - $12.1M
|
415K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
237+ 61.24% |
$6.17K - $6.91K
|
624
$16.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.23K- 18.7% |
$110K - $123K
|
18.4K
$479K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.6K- 12.42% |
$67.8K - $75.9K
|
18.4K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.36K- 96.79% |
$35.4K - $39.6K
|
45
$1.17K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10K- 9.91% |
$261K - $292K
|
90.9K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-22.4K- 62.43% |
$583K - $653K
|
13.5K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-486- 64.71% |
$12.7K - $14.2K
|
265
$6.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.21K- 26.71% |
$110K - $123K
|
11.6K
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-42- 2.43% |
$1.09K - $1.23K
|
1.68K
$43.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-142- 21.26% |
$3.7K - $4.14K
|
526
$13.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
68New |
$1.77K - $1.98K
|
68
$1.77K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.68K+ 16.34% |
$98.3K - $110K
|
26.2K
$683K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-13.8K- 9.58% |
$368K - $412K
|
130K
$3.39M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
223New |
$5.95K - $6.66K
|
223
$5.81K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5New |
$133 - $149
|
5
$130
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
116+ 0.12% |
$3.1K - $3.46K
|
98.2K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.2KNew |
$192K - $215K
|
7.2K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.97KNew |
$239K - $268K
|
8.97K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
39.5KNew |
$1.05M - $1.18M
|
39.5K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.22K+ 4.37% |
$85.9K - $96.2K
|
76.9K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
330KNew |
$8.81M - $9.86M
|
330K
$8.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
63.1KNew |
$1.69M - $1.89M
|
63.1K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
72.4KNew |
$1.93M - $2.16M
|
72.4K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.76K+ 12.35% |
$46.8K - $52.4K
|
16K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.81K- 72.58% |
$48.3K - $54K
|
683
$17.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.9K- 18.2% |
$557K - $623K
|
93.7K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
224KNew |
$5.98M - $6.69M
|
224K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.8K+ 316.67% |
$101K - $114K
|
5K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$133 - $149
|
5
$130
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
143KNew |
$3.82M - $4.28M
|
143K
$3.73M
|
|