Financial Advocates Investment Management Spdr Portfolio Long Term Treas Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Financial Advocates Investment Management holds 11,490 shares of SPTL stock, worth $299,314. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,490

Previous 11,170 2.86%

Holding current value

$299,314

Previous $324,000 7.41%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$26.05 - $29.17 $8,336 - $9,334	320 Added 2.86%	11,490 $300,000
Q3 2024 Oct 25, 2024	SELL	$26.69 - $29.87 $10,542 - $11,798	-395 Reduced 3.42%	11,170 $324,000
Q2 2024 Jul 26, 2024	BUY	$26.06 - $27.96 $4,664 - $5,004	179 Added 1.57%	11,565 $314,000
Q1 2024 May 01, 2024	SELL	$27.25 - $28.98 $7,057 - $7,505	-259 Reduced 2.22%	11,386 $318,000
Q4 2023 Feb 08, 2024	BUY	$24.55 - $29.44 $15,147 - $18,164	617 Added 5.59%	11,645 $337,000
Q3 2023 Oct 27, 2023	SELL	$26.09 - $29.96 $6,418 - $7,370	-246 Reduced 2.18%	11,028 $288,000
Q2 2023 Aug 07, 2023	SELL	$29.25 - $31.5 $1.01 Million - $1.09 Million	-34,480 Reduced 75.36%	11,274 $337,000
Q1 2023 May 11, 2023	BUY	$28.88 - $31.49 $1.1 Million - $1.2 Million	37,979 Added 488.48%	45,754 $1.41 Million
Q4 2022 Feb 14, 2023	BUY	$27.04 - $31.56 $210,236 - $245,379	7,775 New	7,775 $225,000
Q1 2021 May 10, 2021	SELL	$38.5 - $45.06 $4.62 Million - $5.41 Million	-120,085 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$44.43 - $46.75 $5.32 Million - $5.6 Million	119,845 Added 49935.42%	120,085 $3.2 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-243 Reduced 50.31%	240 $0
Q3 2018 Nov 14, 2018	BUY	N/A	483 New	483 $0

Others Institutions Holding SPTL

# of Institutions

486

Shares Held

362M

Call Options Held

40.7K

Put Options Held

12.7K

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Financial Advocates Investment Management Spdr Portfolio Long Term Treas Transaction History