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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
2.01KNew |
$52.4K - $58.7K
|
2.01K
$54.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.52K+ 3.51% |
$39.6K - $44.3K
|
44.9K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
993+ 49.72% |
$25.9K - $29K
|
2.99K
$81K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
721+ 1.56% |
$18.8K - $21K
|
46.8K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
538New |
$14K - $15.7K
|
538
$14.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
444New |
$11.6K - $13K
|
444
$12K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
425New |
$11.1K - $12.4K
|
425
$11.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
390New |
$10.2K - $11.4K
|
390
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
371New |
$9.66K - $10.8K
|
371
$10.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
320+ 2.86% |
$8.34K - $9.33K
|
11.5K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
237+ 61.24% |
$6.17K - $6.91K
|
624
$16.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
202New |
$5.26K - $5.89K
|
202
$5.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
122New |
$3.18K - $3.56K
|
122
$3.31K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
68New |
$1.77K - $1.98K
|
68
$1.84K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
57New |
$1.48K - $1.66K
|
57
$1.54K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
55New |
$1.43K - $1.6K
|
55
$1.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
52+ 192.59% |
$1.35K - $1.52K
|
79
$2.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
52+ 192.59% |
$1.35K - $1.52K
|
79
$2.14K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$782 - $875
|
30
$813
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
27New |
$703 - $788
|
27
$732
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
22New |
$573 - $642
|
22
$596
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
14New |
$365 - $408
|
14
$379
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8New |
$208 - $233
|
8
$217
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$130 - $146
|
5
$136
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 1.12% |
$78.2 - $87.5
|
270
$7.32K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 100.0% |
$26.1 - $29.2
|
2
$54.2
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
1New |
$26.1 - $29.2
|
1
$27.1
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
596KNew |
$15.9M - $17.8M
|
596K
$16.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
299K+ 51.2% |
$7.99M - $8.94M
|
884K
$23.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
225K+ 38.56% |
$6M - $6.72M
|
808K
$21.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
206K+ 267.55% |
$5.49M - $6.15M
|
283K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
72.4KNew |
$1.93M - $2.16M
|
72.4K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
46.9KNew |
$1.25M - $1.4M
|
46.9K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
43.8K+ 45.96% |
$1.17M - $1.31M
|
139K
$3.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
26.4K+ 20.6% |
$704K - $787K
|
154K
$4.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.1K+ 945.33% |
$535K - $599K
|
22.2K
$601K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
17.2K+ 5.95% |
$458K - $513K
|
306K
$8.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14KNew |
$373K - $417K
|
14K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14KNew |
$373K - $417K
|
14K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.13KNew |
$244K - $273K
|
9.13K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.97KNew |
$239K - $268K
|
8.97K
$243K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.36KNew |
$196K - $220K
|
7.36K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.2KNew |
$192K - $215K
|
7.2K
$195K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
6.26K+ 7.75% |
$167K - $187K
|
86.9K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.22K+ 4.37% |
$85.9K - $96.2K
|
76.9K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.76K+ 12.35% |
$46.8K - $52.4K
|
16K
$433K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.6KNew |
$42.7K - $47.7K
|
1.6K
$43.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.32K+ 14.43% |
$35.2K - $39.3K
|
10.4K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.28K+ 5.0% |
$34.2K - $38.3K
|
26.9K
$730K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.26KNew |
$33.5K - $37.5K
|
1.26K
$34K
|
|