Creative Planning Spdr Portfolio Long Term Treas Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Creative Planning holds 14,249 shares of SPTL stock, worth $393,129. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,249

Previous 9,041 57.6%

Holding current value

$393,129

Previous $262,000 42.37%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.05 - $29.17 $135,668 - $151,917	5,208 Added 57.6%	14,249 $373,000
Q3 2024 Oct 11, 2024	SELL	$26.69 - $29.87 $17,828 - $19,953	-668 Reduced 6.88%	9,041 $262,000
Q2 2024 Aug 15, 2024	BUY	$26.06 - $27.96 $52,484 - $56,311	2,014 Added 26.17%	9,709 $264,000
Q1 2024 May 10, 2024	SELL	$27.25 - $28.98 $29,266 - $31,124	-1,074 Reduced 12.25%	7,695 $214,000
Q4 2023 Feb 14, 2024	SELL	$24.55 - $29.44 $516,532 - $619,417	-21,040 Reduced 70.58%	8,769 $254,000
Q3 2023 Nov 16, 2023	BUY	$26.09 - $29.96 $777,716 - $893,077	29,809 New	29,809 $779,000
Q3 2022 Nov 03, 2022	SELL	$29.2 - $34.52 $229,307 - $271,085	-7,853 Reduced 52.4%	7,134 $211,000
Q2 2022 Aug 15, 2022	BUY	$31.38 - $37.78 $45,846 - $55,196	1,461 Added 10.8%	14,987 $496,000
Q1 2022 May 16, 2022	BUY	$36.82 - $41.14 $498,027 - $556,459	13,526 New	13,526 $512,000
Q4 2021 Feb 11, 2022	SELL	$40.52 - $43.72 $624,170 - $673,462	-15,404 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$41.23 - $43.27 $317,099 - $332,789	7,691 Added 99.71%	15,404 $636,000
Q2 2021 Aug 04, 2021	BUY	$38.98 - $41.66 $300,652 - $321,323	7,713 New	7,713 $319,000
Q3 2020 Nov 05, 2020	SELL	$46.15 - $48.99 $225,304 - $239,169	-4,882 Closed	0 $0
Q2 2020 Jul 23, 2020	SELL	$44.77 - $48.87 $18,803 - $20,525	-420 Reduced 7.92%	4,882 $229,000
Q1 2020 May 05, 2020	BUY	$39.27 - $49.27 $208,209 - $261,229	5,302 New	5,302 $250,000
Q4 2019 Jan 30, 2020	SELL	$38.76 - $41.87 $212,947 - $230,033	-5,494 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	$39.22 - $41.24 $215,474 - $226,572	5,494 New	5,494 $225,000

Others Institutions Holding SPTL

# of Institutions

481

Shares Held

365M

Call Options Held

40.7K

Put Options Held

12.7K

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Creative Planning Spdr Portfolio Long Term Treas Transaction History