Goal Vest Advisory LLC Spdr Portfolio Long Term Treas Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Goal Vest Advisory LLC holds 30 shares of SPTL stock, worth $800. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$800

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$26.05 - $29.17 $781 - $875	30 New	30 $0
Q2 2023 Jul 10, 2023	BUY	$29.25 - $31.5 $0 - $0	0 New	0 $0
Q1 2023 Apr 03, 2023	BUY	$28.88 - $31.49 $0 - $0	0 New	0 $0

Others Institutions Holding SPTL

# of Institutions

479

Shares Held

364M

Call Options Held

40.7K

Put Options Held

12.7K

State Street Corp Boston, MA

57.8M
Shares

$1.54 Billion
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

51.2M
Shares

$1.37 Billion
0.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

46.7M
Shares

$1.25 Billion
2.58% of portfolio
Envestnet Asset Management Inc

14.9M
Shares

$397 Million
0.13% of portfolio
Bank Of America Corp Charlotte, NC

12.3M
Shares

$328 Million
0.03% of portfolio

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
Sector ETFs
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Goal Vest Advisory LLC Spdr Portfolio Long Term Treas Transaction History