Pensionmark Financial Group, LLC Spdr Portfolio Long Term Treas Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 329,775 shares of SPTL stock, worth $8.85 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

329,775

Previous 419,624 21.41%

Holding current value

$8.85 Million

Previous $11.2 Million 20.32%

% of portfolio

0.19%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$25.67 - $27.21 $2.31 Million - $2.44 Million	-89,849 Reduced 21.41%	329,775 $8.89 Million
Q2 2025 Aug 04, 2025	SELL	$25.48 - $27.78 $576,994 - $629,078	-22,645 Reduced 5.12%	419,624 $11.2 Million
Q1 2025 Apr 29, 2025	BUY	$25.54 - $27.64 $9.88 Million - $10.7 Million	386,978 Added 699.89%	442,269 $12.1 Million
Q4 2024 Feb 12, 2025	BUY	$26.05 - $29.17 $36,522 - $40,896	1,402 Added 2.6%	55,291 $1.45 Million
Q3 2024 Nov 25, 2024	SELL	$26.69 - $29.87 $1.12 Million - $1.25 Million	-41,993 Reduced 43.8%	53,889 $1.57 Million

Q3 2024 Nov 14, 2024	BUY	$26.69 - $29.87 $1.66 Million - $1.85 Million	62,040 Added 183.32%	95,882 $2.79 Million
Q2 2024 Aug 14, 2024	BUY	$26.06 - $27.96 $881,922 - $946,222	33,842 New	33,842 $921,000

Others Institutions Holding SPTL

# of Institutions

476

Shares Held

377M

Call Options Held

15.9K

Put Options Held

11.1K

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About SPDR PORTFOLIO LONG TERM TREAS

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Pensionmark Financial Group, LLC Spdr Portfolio Long Term Treas Transaction History