Transamerica Financial Advisors, Inc. Spdr Portfolio Long Term Treas Transaction History

Transamerica Financial Advisors, Inc.

$1.01 Billion
Q4 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 140,330 shares of SPTL stock, worth $3.76 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

140,330

Previous 144,961 3.19%

Holding current value

$3.76 Million

Previous $4.21 Million 12.77%

% of portfolio

0.36%

Previous 0.41%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$26.05 - $29.17 $120,637 - $135,086	-4,631 Reduced 3.19%	140,330 $3.68 Million
Q3 2024 Nov 13, 2024	SELL	$26.69 - $29.87 $2.4 Million - $2.68 Million	-89,844 Reduced 38.26%	144,961 $4.21 Million
Q1 2024 May 15, 2024	BUY	$27.25 - $28.98 $4.69 Million - $4.99 Million	172,218 Added 275.17%	234,805 $6.56 Million
Q4 2023 Feb 12, 2024	BUY	$24.55 - $29.44 $1.53 Million - $1.84 Million	62,508 Added 79124.05%	62,587 $1.82 Million
Q2 2023 Aug 14, 2023	SELL	$29.25 - $31.5 $32,175 - $34,650	-1,100 Reduced 93.3%	79 $3,000
Q1 2023 May 15, 2023	SELL	$28.88 - $31.49 $2.47 Million - $2.69 Million	-85,433 Reduced 98.64%	1,179 $37,000
Q4 2022 Feb 14, 2023	BUY	$27.04 - $31.56 $2.34 Million - $2.73 Million	86,591 Added 412338.09%	86,612 $2.52 Million
Q3 2022 Nov 14, 2022	SELL	$29.2 - $34.52 $87 - $103	-3 Reduced 12.5%	21 $1,000
Q2 2022 Aug 15, 2022	BUY	$31.38 - $37.78 $753 - $906	24 New	24 $0
Q3 2020 Nov 12, 2020	SELL	$46.15 - $48.99 $4,015 - $4,262	-87 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$44.77 - $48.87 $34,428 - $37,581	-769 Reduced 89.84%	87 $5,000
Q1 2020 May 15, 2020	BUY	$39.27 - $49.27 $33,615 - $42,175	856 New	856 $41,000
Q4 2019 Feb 05, 2020	SELL	$38.76 - $41.87 $49,767 - $53,761	-1,284 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$39.22 - $41.24 $48,240 - $50,725	1,230 Added 2277.78%	1,284 $53,000
Q2 2019 Aug 21, 2019	BUY	N/A	54 New	54 $3,000
Q1 2019 May 14, 2019	SELL	N/A	-171 Closed	0 $0
Q4 2018 Feb 04, 2019	SELL	N/A	-39 Reduced 18.57%	171 $6,000
Q2 2018 Jul 25, 2018	BUY	N/A	1 Added 0.48%	210 $8,000
Q1 2018 May 09, 2018	SELL	N/A	-49 Reduced 18.99%	209 $8,000
Q4 2017 Feb 09, 2018	BUY	N/A	129 Added 100.0%	258 $10,000
Q3 2017 Nov 13, 2017	BUY	N/A	129	129 $10,000

Others Institutions Holding SPTL

# of Institutions

481

Shares Held

365M

Call Options Held

40.7K

Put Options Held

12.7K

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Transamerica Financial Advisors, Inc. Spdr Portfolio Long Term Treas Transaction History