Avantax Advisory Services, Inc. Spdr Portfolio Long Term Treas Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,805,778 shares of SPTL stock, worth $99.1 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

3,805,778

Previous 3,645,792 4.39%

Holding current value

$99.1 Million

Previous $106 Million 5.95%

% of portfolio

0.64%

Previous 0.71%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$26.05 - $29.17 $4.17 Million - $4.67 Million	159,986 Added 4.39%	3,805,778 $99.7 Million
Q3 2024 Nov 13, 2024	BUY	$26.69 - $29.87 $93.3 Million - $104 Million	3,496,330 Added 2339.28%	3,645,792 $106 Million
Q2 2024 Aug 09, 2024	BUY	$26.06 - $27.96 $3.5 Million - $3.76 Million	134,477 Added 897.41%	149,462 $4.07 Million
Q1 2024 May 08, 2024	SELL	$27.25 - $28.98 $249,037 - $264,848	-9,139 Reduced 37.88%	14,985 $418,000
Q4 2023 Feb 07, 2024	SELL	$24.55 - $29.44 $1.54 Million - $1.85 Million	-62,882 Reduced 72.27%	24,124 $700,000
Q3 2023 Nov 07, 2023	BUY	$26.09 - $29.96 $1.07 Million - $1.23 Million	41,090 Added 89.49%	87,006 $2.28 Million
Q2 2023 Aug 11, 2023	SELL	$29.25 - $31.5 $27,729 - $29,862	-948 Reduced 2.02%	45,916 $1.37 Million
Q1 2023 Apr 28, 2023	SELL	$28.88 - $31.49 $159,821 - $174,265	-5,534 Reduced 10.56%	46,864 $1.45 Million
Q4 2022 Feb 13, 2023	SELL	$27.04 - $31.56 $76,198 - $88,936	-2,818 Reduced 5.1%	52,398 $1.52 Million
Q3 2022 Nov 01, 2022	SELL	$29.2 - $34.52 $1.53 Million - $1.81 Million	-52,347 Reduced 48.67%	55,216 $1.64 Million
Q2 2022 Aug 02, 2022	BUY	$31.38 - $37.78 $142,151 - $171,143	4,530 Added 4.4%	107,563 $3.56 Million
Q1 2022 Apr 27, 2022	BUY	$36.82 - $41.14 $672,296 - $751,175	18,259 Added 21.54%	103,033 $3.9 Million
Q4 2021 Jan 24, 2022	SELL	$40.52 - $43.72 $145,142 - $156,605	-3,582 Reduced 4.05%	84,774 $3.57 Million
Q3 2021 Oct 21, 2021	BUY	$41.23 - $43.27 $3.64 Million - $3.82 Million	88,356 New	88,356 $3.64 Million

Others Institutions Holding SPTL

# of Institutions

489

Shares Held

362M

Call Options Held

40.7K

Put Options Held

12.7K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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Avantax Advisory Services, Inc. Spdr Portfolio Long Term Treas Transaction History