Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.2K- 74.08% |
$839K - $940K
|
11.3K
$305K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31.4K- 22.78% |
$817K - $915K
|
106K
$2.87M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.7K- 44.2% |
$801K - $897K
|
38.8K
$1.05M
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-29.1K- 64.4% |
$757K - $848K
|
16.1K
$434K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-24.5K- 7.08% |
$638K - $715K
|
321K
$8.69M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-22.4K- 62.43% |
$583K - $653K
|
13.5K
$364K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-22.3K- 32.48% |
$582K - $652K
|
46.4K
$1.26M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-22.2K- 77.13% |
$579K - $649K
|
6.59K
$178K
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-21.7K- 51.18% |
$564K - $632K
|
20.7K
$559K
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-21.1K- 34.07% |
$549K - $614K
|
40.7K
$1.1M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 31.2% |
$488K - $546K
|
41.3K
$1.12M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17.7K- 0.7% |
$462K - $517K
|
2.51M
$67.8M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.2K- 45.46% |
$449K - $503K
|
20.7K
$559K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16.5K- 93.61% |
$429K - $480K
|
1.13K
$30.4K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-16.2K- 44.25% |
$422K - $472K
|
20.4K
$551K
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.6K- 9.13% |
$381K - $427K
|
146K
$3.94M
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.4K- 18.09% |
$375K - $420K
|
65.2K
$1.76M
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-14K- 3.5% |
$366K - $409K
|
387K
$10.5M
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 57.83% |
$357K - $399K
|
9.98K
$270K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-13.3K- 30.57% |
$345K - $387K
|
30.1K
$814K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13K- 6.33% |
$338K - $378K
|
192K
$5.19M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.8K- 9.99% |
$333K - $373K
|
115K
$3.11M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.5K- 0.48% |
$325K - $364K
|
2.59M
$70M
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-10.8K- 15.33% |
$281K - $315K
|
59.6K
$1.61M
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-10.7K- 19.77% |
$278K - $311K
|
43.3K
$1.17M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10K- 9.91% |
$261K - $292K
|
90.9K
$2.46M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.77K- 7.12% |
$255K - $285K
|
128K
$3.45M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.66K- 21.75% |
$252K - $282K
|
34.8K
$940K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-9.27K- 9.74% |
$241K - $270K
|
85.9K
$2.32M
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-9K- 33.66% |
$235K - $263K
|
17.7K
$480K
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.96K- 31.02% |
$233K - $261K
|
19.9K
$539K
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.91K- 24.34% |
$232K - $260K
|
27.7K
$749K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.52K- 6.35% |
$222K - $248K
|
126K
$3.39M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.43K- 5.62% |
$219K - $246K
|
142K
$3.83M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.42K- 34.15% |
$219K - $246K
|
16.2K
$439K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.38K- 38.26% |
$192K - $215K
|
11.9K
$322K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.3K- 21.42% |
$190K - $213K
|
26.8K
$724K
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.96K- 4.16% |
$155K - $174K
|
137K
$3.71M
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5.53K- 7.21% |
$144K - $161K
|
71.1K
$1.92M
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-5.53K- 7.21% |
$144K - $161K
|
71.1K
$1.92M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-5.12K- 2.64% |
$133K - $149K
|
189K
$5.1M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.97K- 21.7% |
$129K - $145K
|
17.9K
$485K
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.76K- 2.39% |
$124K - $139K
|
194K
$5.25M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.63K- 3.19% |
$121K - $135K
|
140K
$3.79M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.43K- 10.0% |
$115K - $129K
|
39.9K
$1.08M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.23K- 18.7% |
$110K - $123K
|
18.4K
$498K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.21K- 26.71% |
$110K - $123K
|
11.6K
$313K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.13K- 0.83% |
$108K - $120K
|
496K
$13.4M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.06K- 12.12% |
$106K - $119K
|
29.5K
$797K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.91K- 4.09% |
$102K - $114K
|
91.7K
$2.48M
|