Latest Institutional Purchases of Spdr Portfolio Long Term Treas (SPTL)

SPTL Quotes by TradingView

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
Nov 15, 2024 Q3 2024
Main Management LLC

San Francisco, CA
BUY
 -
116
+ 0.12%
$3.1K - $3.46K
98.2K $2.65M
Oct 21, 2024 Q3 2024
Eastern Bank

BUY
 -
78
New
$2.08K - $2.33K
78 $2.1K
Oct 21, 2024 Q3 2024
Oakworth Capital, Inc.

BUY
 -
76
+ 50.0%
$2.03K - $2.27K
228 $6.15K
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
53
New
$1.41K - $1.58K
53 $1.43K
Oct 25, 2024 Q3 2024
Farmers & Merchants Investments Inc

BUY
 -
30
New
$801 - $896
30 $809
Nov 13, 2024 Q3 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
27
New
$721 - $806
27 $728
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
16
New
$427 - $478
16 $432
Nov 04, 2024 Q3 2024
Apcm Wealth Management For Individuals

BUY
 -
15
+ 0.5%
$400 - $448
3.02K $81.5K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
14
New
$374 - $418
14 $378
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
13
New
$347 - $388
13 $351
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
5
New
$133 - $149
5 $135
Nov 01, 2024 Q3 2024
Covestor LTD

Boston, MA
BUY
 -
3
+ 30.0%
$80.1 - $89.6
13 $351
Q2 2024
Aug 15, 2024 Q2 2024
Mason Street Advisors, LLC

Milwaukee, WI
BUY
 -
3.7M
New
$96.4M - $103M
3.7M $99.8M
Aug 08, 2024 Q2 2024
Sykon Capital LLC

Harrison, NY
BUY
 -
389K
+ 3742.58%
$10.1M - $10.9M
399K $10.8M
Aug 05, 2024 Q2 2024
Prosperitas Financial LLC

Valencia, CA
BUY
 -
55.5K
New
$1.45M - $1.55M
55.5K $1.5M
Aug 12, 2024 Q2 2024
Girard Partners Ltd.

BUY
 -
41.4K
+ 5.47%
$1.08M - $1.16M
799K $21.6M
Aug 05, 2024 Q2 2024
River Front Investment Group, LLC

Richmond, VA
BUY
 -
39.5K
New
$1.03M - $1.1M
39.5K $1.07M
Aug 09, 2024 Q2 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
39.2K
New
$1.02M - $1.1M
39.2K $1.06M
Jul 17, 2024 Q2 2024
Charles Schwab Trust CO

BUY
 -
21.6K
+ 91.56%
$562K - $603K
45.1K $1.22M
Aug 01, 2024 Q2 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
20.6K
+ 4.59%
$537K - $577K
470K $12.7M
Aug 09, 2024 Q2 2024
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
14.1K
New
$368K - $394K
14.1K $380K
Aug 13, 2024 Q2 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
13.6K
New
$354K - $380K
13.6K $366K
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
13.3K
+ 4115.79%
$346K - $372K
13.6K $367K
Jul 18, 2024 Q2 2024
Outlook Wealth Advisors, LLC

BUY
 -
13K
New
$338K - $363K
13K $350K
Aug 09, 2024 Q2 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
11.7K
New
$305K - $327K
11.7K $316K
Aug 14, 2024 Q2 2024
Wellington Wealth Strategies, Llc.

Indianapolis, IN
BUY
 -
9.57K
New
$249K - $267K
9.57K $258K
Aug 13, 2024 Q2 2024
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
6.28K
+ 11.87%
$164K - $176K
59.2K $1.6M
Jul 29, 2024 Q2 2024
Arjuna Capital

BUY
 -
4.2K
New
$110K - $117K
4.2K $113K
Aug 01, 2024 Q2 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
3.7K
+ 1469.84%
$96.5K - $104K
3.96K $107K
Aug 05, 2024 Q2 2024
Xr Securities LLC

BUY
 -
2.84K
+ 30.58%
$73.9K - $79.3K
12.1K $327K
Jul 26, 2024 Q2 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
2.48K
New
$64.7K - $69.4K
2.48K $67K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
2.19K
New
$57.1K - $61.3K
2.19K $59.1K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.07K
New
$54K - $58K
2.07K $56K
Aug 13, 2024 Q2 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
844
+ 11.53%
$22K - $23.6K
8.17K $220K
Aug 01, 2024 Q2 2024
Chilton Capital Management LLC

Houston, TX
BUY
 -
800
New
$20.8K - $22.4K
800 $21.6K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
783
New
$20.4K - $21.9K
783 $21.1K
Aug 07, 2024 Q2 2024
Main Street Financial Solutions, LLC

BUY
 -
670
+ 5.42%
$17.5K - $18.7K
13K $352K
Jul 12, 2024 Q2 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
473
New
$12.3K - $13.2K
473 $12.8K
Aug 14, 2024 Q2 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
427
New
$11.1K - $11.9K
427 $11.5K
Jul 11, 2024 Q2 2024
Pacifica Partners Inc.

BUY
 -
144
New
$3.75K - $4.03K
144 $3.89K
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
126
New
$3.28K - $3.52K
126 $3.4K
Jul 30, 2024 Q2 2024
Morton Brown Family Wealth, LLC

BUY
 -
98
New
$2.55K - $2.74K
98 $2.64K
Aug 13, 2024 Q2 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
59
+ 0.39%
$1.54K - $1.65K
15.1K $407K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
52
New
$1.36K - $1.45K
52 $1.4K
Aug 14, 2024 Q2 2024
True Wealth Design, LLC

Akron, OH
BUY
 -
48
+ 0.23%
$1.25K - $1.34K
21.1K $570K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
23
New
$599 - $643
23 $621
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
3
New
$78.2 - $83.9
3 $80.9
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
3
New
$78.2 - $83.9
3 $80.9
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
2
New
$52.1 - $55.9
2 $54

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