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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-7.91K- 2.09% |
$211K - $236K
|
371K
$9.77M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.42K- 49.72% |
$198K - $222K
|
7.5K
$197K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.43K- 33.1% |
$91.5K - $102K
|
6.93K
$182K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.97K- 29.24% |
$79.2K - $88.6K
|
7.18K
$189K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.24K- 13.28% |
$59.7K - $66.8K
|
14.6K
$384K
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.81K- 72.58% |
$48.3K - $54K
|
683
$18K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.63K- 59.5% |
$43.6K - $48.7K
|
1.11K
$29.2K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-656- 1.65% |
$17.5K - $19.6K
|
39.1K
$1.03M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-500- 98.81% |
$13.3K - $14.9K
|
6
$158
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-455- 39.88% |
$12.1K - $13.6K
|
686
$18.1K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 45.0% |
$240 - $269
|
11
$290
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 20.0% |
$26.7 - $29.9
|
4
$105
|
|
Q2 2024 | |||||||
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-93.1K- 25.87% |
$2.43M - $2.6M
|
267K
$7.02M
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-9.76K- 54.97% |
$254K - $273K
|
8K
$211K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-9.14K- 98.27% |
$238K - $256K
|
161
$4.24K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.49K- 3.86% |
$91.1K - $97.7K
|
87.1K
$2.29M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.34K- 68.58% |
$61.1K - $65.5K
|
1.07K
$28.3K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.18K- 98.25% |
$30.8K - $33K
|
21
$553
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-762- 85.14% |
$19.9K - $21.3K
|
133
$3.5K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-647- 83.81% |
$16.9K - $18.1K
|
125
$3.29K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-12- 5.24% |
$313 - $336
|
217
$5.71K
|
|
Q1 2024 | |||||||
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-511K- 98.53% |
$13.9M - $14.8M
|
7.62K
$201K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58.2K- 4.49% |
$1.58M - $1.69M
|
1.24M
$32.6M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26K- 64.1% |
$708K - $753K
|
14.6K
$383K
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-23.8KClosed |
$648K - $689K
|
0
$0
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.97K- 3.25% |
$53.8K - $57.2K
|
58.7K
$1.55M
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-453- 5.5% |
$12.3K - $13.1K
|
7.78K
$205K
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-391- 4.03% |
$10.7K - $11.3K
|
9.31K
$245K
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-31- 26.05% |
$845 - $898
|
88
$2.32K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 0.43% |
$354 - $377
|
2.99K
$78.7K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-7Closed |
$191 - $203
|
0
$0
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2Closed |
$54.5 - $58
|
0
$0
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-58.4K- 6.93% |
$1.43M - $1.72M
|
784K
$20.6M
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-48.5K- 29.23% |
$1.19M - $1.43M
|
117K
$3.09M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 63.42% |
$394K - $473K
|
9.27K
$244K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-916- 10.24% |
$22.5K - $27K
|
8.03K
$211K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-901- 4.09% |
$22.1K - $26.5K
|
21.2K
$557K
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-840- 6.94% |
$20.6K - $24.7K
|
11.3K
$296K
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-719- 1.1% |
$17.7K - $21.2K
|
64.7K
$1.7M
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-315Closed |
$7.73K - $9.27K
|
0
$0
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-271- 77.43% |
$6.65K - $7.98K
|
79
$2.08K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-41- 2.85% |
$1.01K - $1.21K
|
1.4K
$36.8K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-25Closed |
$614 - $736
|
0
$0
|
|
Q3 2023 | |||||||
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-226K- 88.41% |
$5.9M - $6.78M
|
29.7K
$780K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-168KClosed |
$4.38M - $5.03M
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-113K- 63.45% |
$2.95M - $3.38M
|
65K
$1.71M
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-46.2K- 14.9% |
$1.21M - $1.38M
|
264K
$6.94M
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.04K- 3.24% |
$105K - $121K
|
121K
$3.18M
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.29K- 1.36% |
$85.8K - $98.5K
|
238K
$6.28M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.17K- 17.45% |
$56.7K - $65.1K
|
10.3K
$271K
|