Jacobson & Schmitt Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

Jacobson & Schmitt Advisors, LLC

  • $517 Million
  • Q4 2024

A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 119,188 shares of SPTL stock, worth $3.14 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
119,188
Previous 95,870 24.32%
Holding current value
$3.14 Million
Previous $2.79 Million 12.02%
% of portfolio
0.6%
Previous 0.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$26.05 - $29.17 $607,433 - $680,186
23,318 Added 24.32%
119,188 $3.12 Million
Q3 2024

Oct 28, 2024
BUY
$26.69 - $29.87 $883,385 - $988,637
33,098 Added 52.73%
95,870 $2.79 Million
Q2 2024

Aug 12, 2024
BUY
$26.06 - $27.96 $1.64 Million - $1.76 Million
62,772 New
62,772 $1.71 Million

Others Institutions Holding SPTL

# of Institutions
460
Shares Held
357M
Call Options Held
264K
Put Options Held
19K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
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