Latest Institutional Transactions on Spdr Portfolio Long Term Treas (SPTL)
This table provides information on the latest institutional transactions involving Spdr Portfolio Long Term Treas (SPTL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-12Closed |
$533 - $561
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
93New |
$4.13K - $4.35K
|
93
$2.52K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
13.4KNew |
$596K - $627K
|
13.4K
$364K
|
|
| Q3 2020 | |||||||
|
Mar 28, 2023
Q3 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-14.1K- 65.54% |
$650K - $690K
|
7.41K
$201K
|
|
|
Nov 16, 2020
Q3 2020
|
Astor Investment Management LLC
|
SELL
|
- |
-455KClosed |
$21M - $22.3M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Bts Asset Management, Inc.
|
SELL
|
- |
-65.6KClosed |
$3.03M - $3.21M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
189New |
$8.72K - $9.26K
|
189
$5.13K
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-50Closed |
$2.31K - $2.45K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-131Closed |
$6.05K - $6.42K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8.43KClosed |
$389K - $413K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-154Closed |
$7.11K - $7.54K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Executive Wealth Management, LLC
|
SELL
|
- |
-39.9KClosed |
$1.84M - $1.96M
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-522Closed |
$24.1K - $25.6K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-5.65KClosed |
$261K - $277K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-179Closed |
$8.26K - $8.77K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-99Closed |
$4.57K - $4.85K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.5K+ 2.59% |
$112K - $122K
|
98.7K
$2.68M
|
|
|
Sep 08, 2021
Q2 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-201Closed |
$9K - $9.82K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
140KNew |
$6.28M - $6.86M
|
140K
$3.81M
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-813Closed |
$36.4K - $39.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.78KClosed |
$124K - $136K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-137KClosed |
$6.12M - $6.68M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-9.54KClosed |
$427K - $466K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-618Closed |
$27.7K - $30.2K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-59Closed |
$2.64K - $2.88K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-1.31KClosed |
$58.6K - $63.9K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-34KClosed |
$1.52M - $1.66M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.65KClosed |
$208K - $227K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
24New |
$1.07K - $1.17K
|
24
$651
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-35.6KClosed |
$1.59M - $1.74M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-187KClosed |
$7.36M - $9.23M
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-70- 82.35% |
$2.75K - $3.45K
|
15
$407
|
|
|
May 15, 2020
Q1 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-10.4KClosed |
$407K - $511K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-35.7KClosed |
$1.4M - $1.76M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-9.96KClosed |
$391K - $491K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4Closed |
$157 - $197
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-70.2KClosed |
$2.76M - $3.46M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-337KClosed |
$13.2M - $16.6M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10Closed |
$393 - $493
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-39Closed |
$1.53K - $1.92K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-300Closed |
$11.8K - $14.8K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-32.7KClosed |
$1.28M - $1.61M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.01KClosed |
$236K - $296K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-146KClosed |
$5.74M - $7.2M
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-5.34KClosed |
$210K - $263K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 11, 2020
Q4 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.18KClosed |
$45.7K - $49.4K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
78New |
$3.02K - $3.27K
|
78
$2.12K
|
|
|
Feb 13, 2020
Q4 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.2KClosed |
$357K - $385K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-5Closed |
$194 - $209
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.52KClosed |
$214K - $231K
|
0
$0
|
|