Shepherd Financial Partners LLC Spdr Portfolio Long Term Treas Transaction History

Shepherd Financial Partners LLC

  • $828 Million
  • Q4 2024

A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 379,590 shares of SPTL stock, worth $10.2 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
379,590
Previous 375,689 1.04%
Holding current value
$10.2 Million
Previous $10.9 Million 8.97%
% of portfolio
1.2%
Previous 1.32%

Shares

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

Jan 28, 2025
BUY
$26.05 - $29.17 $101,621 - $113,792
3,901 Added 1.04%
379,590 $9.94 Million
Q3 2024

Oct 28, 2024
BUY
$26.69 - $29.87 $24,955 - $27,928
935 Added 0.25%
375,689 $10.9 Million
Q2 2024

Aug 07, 2024
SELL
$26.06 - $27.96 $166,340 - $178,468
-6,383 Reduced 1.67%
374,754 $10.2 Million
Q1 2024

Apr 22, 2024
SELL
$27.25 - $28.98 $6.73 Million - $7.15 Million
-246,821 Reduced 39.31%
381,137 $10.6 Million
Q4 2023

Feb 12, 2024
BUY
$24.55 - $29.44 $15.4 Million - $18.5 Million
627,958 New
627,958 $18.2 Million

Others Institutions Holding SPTL

# of Institutions
482
Shares Held
365M
Call Options Held
40.7K
Put Options Held
12.7K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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