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 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-606- 4.49% |
$15.8K - $18.2K
|
12.9K
$336K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-500- 4.3% |
$13K - $15K
|
11.1K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-487- 95.3% |
$12.7K - $14.6K
|
24
$627
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-24- 0.06% |
$626 - $719
|
39.1K
$1.02M
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-59.8K- 88.23% |
$1.75M - $1.88M
|
7.97K
$208K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-59.7K- 33.08% |
$1.74M - $1.88M
|
121K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-27.1K- 78.31% |
$793K - $854K
|
7.51K
$196K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-6.9K- 32.09% |
$202K - $217K
|
14.6K
$381K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-4.17K- 9.76% |
$122K - $131K
|
38.5K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-759- 13.2% |
$22.2K - $23.9K
|
4.99K
$130K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-497- 6.64% |
$14.5K - $15.7K
|
6.99K
$182K
|
|
| Q1 2023 | |||||||
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-109KClosed |
$3.15M - $3.43M
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-60.1K- 72.88% |
$1.74M - $1.89M
|
22.4K
$584K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.54K- 60.23% |
$73.4K - $80.1K
|
1.68K
$43.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-140- 20.14% |
$4.04K - $4.41K
|
555
$14.5K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-79- 50.97% |
$2.28K - $2.49K
|
76
$1.98K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-317K- 96.44% |
$8.57M - $10M
|
11.7K
$306K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-164K- 37.17% |
$4.45M - $5.19M
|
278K
$7.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.87K- 17.38% |
$50.6K - $59K
|
8.89K
$232K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.33K- 13.31% |
$35.9K - $41.9K
|
8.66K
$226K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-354- 31.03% |
$9.57K - $11.2K
|
787
$20.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-115- 58.08% |
$3.11K - $3.63K
|
83
$2.17K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-57- 86.36% |
$1.54K - $1.8K
|
9
$235
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.1K- 10.17% |
$557K - $659K
|
169K
$4.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.96K- 41.94% |
$174K - $206K
|
8.24K
$215K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 20.31% |
$64.8K - $76.6K
|
8.71K
$227K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-386- 2.06% |
$11.3K - $13.3K
|
18.4K
$480K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-382Closed |
$11.2K - $13.2K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-334- 25.0% |
$9.75K - $11.5K
|
1K
$26.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-81- 1.17% |
$2.37K - $2.8K
|
6.85K
$179K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-667KClosed |
$20.9M - $25.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-464KClosed |
$14.5M - $17.5M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-390KClosed |
$12.2M - $14.7M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-257KClosed |
$8.07M - $9.71M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-111KClosed |
$3.49M - $4.2M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-108KClosed |
$3.4M - $4.1M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-80.2KClosed |
$2.52M - $3.03M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-74KClosed |
$2.32M - $2.79M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-64.5KClosed |
$2.02M - $2.44M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-37.4K- 20.88% |
$1.17M - $1.41M
|
142K
$3.7M
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-21.5KClosed |
$675K - $813K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-9.53KClosed |
$299K - $360K
|
0
$0
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.53KClosed |
$299K - $360K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.1KClosed |
$254K - $306K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.18KClosed |
$99.7K - $120K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.03K- 28.24% |
$94.9K - $114K
|
7.69K
$201K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1.16KClosed |
$36.4K - $43.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-890Closed |
$27.9K - $33.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-589Closed |
$18.5K - $22.3K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-316Closed |
$9.92K - $11.9K
|
0
$0
|
|