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
Aug 09, 2024 Q2 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
11.7K
New
$305K - $327K
11.7K $320K
Aug 14, 2024 Q2 2024
Wellington Wealth Strategies, Llc.

Indianapolis, IN
BUY
 -
9.57K
New
$249K - $267K
9.57K $262K
Jul 29, 2024 Q2 2024
Arjuna Capital

BUY
 -
4.2K
New
$110K - $117K
4.2K $115K
Aug 05, 2024 Q2 2024
Xr Securities LLC

BUY
 -
2.84K
+ 30.58%
$73.9K - $79.3K
12.1K $331K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
2.19K
New
$57.1K - $61.3K
2.19K $59.9K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.07K
New
$54K - $58K
2.07K $56.7K
Aug 13, 2024 Q2 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
844
+ 11.53%
$22K - $23.6K
8.17K $223K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
783
New
$20.4K - $21.9K
783 $21.4K
Aug 07, 2024 Q2 2024
Main Street Financial Solutions, LLC

BUY
 -
670
+ 5.42%
$17.5K - $18.7K
13K $356K
Aug 14, 2024 Q2 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
427
New
$11.1K - $11.9K
427 $11.7K
Aug 13, 2024 Q2 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
59
+ 0.39%
$1.54K - $1.65K
15.1K $412K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
52
New
$1.36K - $1.45K
52 $1.42K
Aug 14, 2024 Q2 2024
True Wealth Design, LLC

Akron, OH
BUY
 -
48
+ 0.23%
$1.25K - $1.34K
21.1K $578K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
23
New
$599 - $643
23 $629
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
3
New
$78.2 - $83.9
3 $82
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
3
New
$78.2 - $83.9
3 $82
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
228K
+ 208.55%
$6.23M - $6.62M
338K $9.24M
May 09, 2024 Q1 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
160K
New
$4.37M - $4.65M
160K $4.39M
Apr 18, 2024 Q1 2024
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
106K
+ 200.32%
$2.89M - $3.07M
159K $4.35M
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
47.9K
+ 100.24%
$1.31M - $1.39M
95.7K $2.62M
May 10, 2024 Q1 2024
Financial Advisory Group

Houston, TX
BUY
 -
45.7K
+ 8.94%
$1.25M - $1.32M
557K $15.2M
May 14, 2024 Q1 2024
Centaurus Financial, Inc.

BUY
 -
23.2K
New
$632K - $672K
23.2K $634K
Apr 15, 2024 Q1 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
19.5K
New
$530K - $564K
19.5K $532K
Apr 22, 2024 Q1 2024
Omni Star Financial Group, Inc.

BUY
 -
12.8K
New
$348K - $370K
12.8K $349K
May 07, 2024 Q1 2024
Significant Wealth Partners LLC

Cary, IL
BUY
 -
12.2K
New
$331K - $352K
12.2K $332K
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
10.2K
New
$277K - $295K
10.2K $278K
Apr 30, 2024 Q1 2024
Spider Rock Advisors, LLC

BUY
 -
8.62K
New
$235K - $250K
8.62K $236K
Apr 30, 2024 Q1 2024
Derbend Asset Management

BUY
 -
5.94K
+ 9.66%
$162K - $172K
67.5K $1.84M
May 01, 2024 Q1 2024
Vci Wealth Management LLC

St Louis, MO
BUY
 -
4.18K
+ 49.42%
$114K - $121K
12.6K $345K
May 03, 2024 Q1 2024
Rede Wealth, LLC

BUY
 -
2.93K
+ 8.21%
$79.8K - $84.9K
38.6K $1.06M
Jun 17, 2024 Q1 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
1.08K
New
$29.5K - $31.4K
1.08K $29.6K
May 06, 2024 Q1 2024
Addison Advisors LLC

BUY
 -
711
New
$19.4K - $20.6K
711 $19.4K
Apr 22, 2024 Q1 2024
First Purpose Wealth LLC

BUY
 -
609
+ 6.62%
$16.6K - $17.6K
9.81K $268K
May 10, 2024 Q1 2024
Esl Trust Services, LLC

BUY
 -
607
New
$16.5K - $17.6K
607 $16.6K
Apr 24, 2024 Q1 2024
Nbt Bank N A

BUY
 -
490
New
$13.4K - $14.2K
490 $13.4K
May 15, 2024 Q1 2024
Western Pacific Wealth Management, LP

BUY
 -
436
New
$11.9K - $12.6K
436 $11.9K
May 13, 2024 Q1 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
188
+ 895.24%
$5.12K - $5.45K
209 $5.71K
May 13, 2024 Q1 2024
Key F Inancial Inc

BUY
 -
175
+ 14.06%
$4.77K - $5.07K
1.42K $38.8K
May 09, 2024 Q1 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
57
New
$1.55K - $1.65K
57 $1.56K
May 06, 2024 Q1 2024
Nvwm, LLC

BUY
 -
8
New
$218 - $232
8 $219
Q4 2023
Jan 22, 2024 Q4 2023
Horizon Wealth Management, LLC

BUY
 -
925K
New
$22.7M - $27.2M
925K $25.3M
Nov 14, 2024 Q4 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
681K
New
$16.7M - $20M
681K $18.6M
Feb 08, 2024 Q4 2023
Prairieview Wealth Partners, LLC

Orland Park, IL
BUY
 -
358K
New
$8.79M - $10.5M
358K $9.79M
Feb 09, 2024 Q4 2023
First Trust Bank, Ltd.

Nassau, C5
BUY
 -
222K
New
$5.45M - $6.54M
222K $6.07M
Feb 07, 2024 Q4 2023
Strategic Advocates LLC

Logan, UT
BUY
 -
163K
New
$4.01M - $4.81M
163K $4.47M
Mar 12, 2024 Q4 2023
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
58.1K
+ 264159.09%
$1.43M - $1.71M
58.1K $1.59M
Jan 25, 2024 Q4 2023
American Asset Management Inc.

BUY
 -
17.9K
New
$438K - $526K
17.9K $488K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
17.6K
New
$433K - $519K
17.6K $482K
Feb 13, 2024 Q4 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
15K
New
$369K - $443K
15K $411K

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