Latest Institutional Purchases of Spdr Portfolio Long Term Treas (SPTL)
This list provides information on the latest institutional transactions involving Spdr Portfolio Long Term Treas (SPTL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.7K+ 8.08% |
$500K - $559K
|
250K
$6.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.5KNew |
$493K - $552K
|
18.5K
$488K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
18.4K+ 1.66% |
$492K - $551K
|
1.13M
$29.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
18K+ 11.5% |
$479K - $536K
|
174K
$4.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.7K+ 5.41% |
$473K - $529K
|
345K
$9.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
17.2K+ 5.95% |
$458K - $513K
|
306K
$8.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
17.1K+ 12.22% |
$457K - $511K
|
157K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.9K+ 20.7% |
$452K - $506K
|
98.7K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16KNew |
$426K - $477K
|
16K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 52.31% |
$399K - $446K
|
43.5K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
14.9K+ 28.97% |
$397K - $444K
|
66.2K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.9K+ 1.92% |
$397K - $444K
|
787K
$20.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.7KNew |
$392K - $438K
|
14.7K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
14KNew |
$374K - $418K
|
14K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14KNew |
$373K - $417K
|
14K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14KNew |
$373K - $417K
|
14K
$369K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.1K+ 10.82% |
$348K - $390K
|
134K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.7K+ 340.33% |
$339K - $379K
|
16.4K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11.5KNew |
$307K - $344K
|
11.5K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 23.57% |
$305K - $342K
|
60K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.2KNew |
$299K - $334K
|
11.2K
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11K+ 15.45% |
$295K - $330K
|
82.6K
$2.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6K+ 11.28% |
$284K - $318K
|
105K
$2.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.6K+ 9.77% |
$283K - $317K
|
119K
$3.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.5K+ 2.08% |
$281K - $315K
|
517K
$13.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$279K - $312K
|
10.5K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.1K+ 36.12% |
$271K - $303K
|
38.2K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.1K+ 107.34% |
$269K - $301K
|
19.5K
$514K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.53K+ 3.03% |
$254K - $285K
|
324K
$8.56M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
9.46KNew |
$252K - $283K
|
9.46K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.44KNew |
$252K - $282K
|
9.44K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
9.33KNew |
$249K - $279K
|
9.33K
$246K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.2K+ 13.39% |
$246K - $275K
|
77.9K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.13KNew |
$244K - $273K
|
9.13K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.08K+ 5.62% |
$242K - $271K
|
171K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.97KNew |
$239K - $268K
|
8.97K
$237K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8.85K+ 4.27% |
$236K - $264K
|
216K
$5.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
8.81KNew |
$235K - $263K
|
8.81K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
8.36KNew |
$223K - $250K
|
8.36K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.34KNew |
$223K - $249K
|
8.34K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.04KNew |
$215K - $240K
|
8.04K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
8K+ 31.32% |
$213K - $239K
|
33.5K
$885K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.96K+ 16.79% |
$213K - $238K
|
55.4K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7.93KNew |
$212K - $237K
|
7.93K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.82K+ 98.3% |
$209K - $234K
|
15.8K
$416K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7.47K+ 110.62% |
$199K - $223K
|
14.2K
$375K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.36KNew |
$196K - $220K
|
7.36K
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
BUY
|
- |
7.29K+ 78.26% |
$195K - $218K
|
16.6K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.2KNew |
$192K - $215K
|
7.2K
$190K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.03K+ 1.53% |
$188K - $210K
|
465K
$12.3M
|