Robertson Stephens Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Robertson Stephens Wealth Management, LLC

$3.21 Billion
Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 281,998 shares of SPTL stock, worth $7.57 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

281,998

Previous 335,882 16.04%

Holding current value

$7.57 Million

Previous $8.93 Million 14.88%

% of portfolio

0.24%

Previous 0.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$25.67 - $27.21 $1.38 Million - $1.47 Million	-53,884 Reduced 16.04%	281,998 $7.6 Million
Q2 2025 Jul 24, 2025	BUY	$25.48 - $27.78 $4.37 Million - $4.76 Million	171,507 Added 104.34%	335,882 $8.93 Million
Q1 2025 Apr 17, 2025	BUY	$25.54 - $27.64 $222,555 - $240,854	8,714 Added 5.6%	164,375 $4.44 Million
Q4 2024 Jan 27, 2025	SELL	$26.05 - $29.17 $10.1 Million - $11.4 Million	-389,319 Reduced 71.44%	155,661 $4.08 Million
Q3 2024 Nov 12, 2024	BUY	$26.69 - $29.87 $14.5 Million - $16.3 Million	544,980 New	544,980 $15.8 Million

Others Institutions Holding SPTL

# of Institutions

478

Shares Held

378M

Call Options Held

15.9K

Put Options Held

11.1K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
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Robertson Stephens Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History