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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.16KClosed |
$201K - $215K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-147Closed |
$5.73K - $6.12K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-125Closed |
$4.87K - $5.21K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-44Closed |
$1.72K - $1.83K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-28Closed |
$1.09K - $1.17K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-637KClosed |
$24.5M - $28.7M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-250KClosed |
$9.63M - $11.3M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-146KClosed |
$5.62M - $6.58M
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-65.5KClosed |
$2.52M - $2.95M
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-49.8KClosed |
$1.92M - $2.25M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-42.9KClosed |
$1.65M - $1.93M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-39.5KClosed |
$1.52M - $1.78M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-30.6KClosed |
$1.18M - $1.38M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-24.1KClosed |
$927K - $1.09M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-22.9KClosed |
$882K - $1.03M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-19.7KClosed |
$757K - $886K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-11KClosed |
$422K - $494K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-7.72KClosed |
$297K - $348K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.15KClosed |
$237K - $277K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.11KClosed |
$235K - $275K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-5.93KClosed |
$228K - $267K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-868Closed |
$33.4K - $39.1K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-479Closed |
$18.4K - $21.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-251Closed |
$9.66K - $11.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-190Closed |
$7.32K - $8.56K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-58Closed |
$2.23K - $2.61K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-34Closed |
$1.31K - $1.53K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-22Closed |
$847 - $991
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-12Closed |
$462 - $541
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-4Closed |
$154 - $180
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-75.1KClosed |
$3.34M - $3.51M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-63.4KClosed |
$2.82M - $2.96M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-8.35KClosed |
$371K - $390K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.76KClosed |
$78.2K - $82.2K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-246Closed |
$10.9K - $11.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-12Closed |
$533 - $561
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Astor Investment Management LLC
|
SELL
|
- |
-455KClosed |
$21M - $22.3M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Bts Asset Management, Inc.
|
SELL
|
- |
-65.6KClosed |
$3.03M - $3.21M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Executive Wealth Management, LLC
|
SELL
|
- |
-39.9KClosed |
$1.84M - $1.96M
|
0
$0
|
|
|
Mar 28, 2023
Q3 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-14.1K- 65.54% |
$650K - $690K
|
7.41K
$193K
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8.43KClosed |
$389K - $413K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-5.65KClosed |
$261K - $277K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-522Closed |
$24.1K - $25.6K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-179Closed |
$8.26K - $8.77K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-154Closed |
$7.11K - $7.54K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-131Closed |
$6.05K - $6.42K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-99Closed |
$4.57K - $4.85K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-50Closed |
$2.31K - $2.45K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-137KClosed |
$6.12M - $6.68M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-35.6KClosed |
$1.59M - $1.74M
|
0
$0
|
|