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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-129- 35.93% |
$3.36K - $3.76K
|
230
$6.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
44.6KNew |
$1.16M - $1.3M
|
44.6K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
12.5KNew |
$326K - $365K
|
12.5K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
57New |
$1.48K - $1.66K
|
57
$1.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
390K+ 51.01% |
$10.2M - $11.4M
|
1.15M
$31.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
30.4K+ 7.27% |
$792K - $887K
|
449K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-568K- 49.74% |
$14.8M - $16.6M
|
574K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
24.5K+ 1.36% |
$639K - $715K
|
1.82M
$49.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.21K+ 57.6% |
$136K - $152K
|
14.2K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.19KNew |
$239K - $268K
|
9.19K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
85.5K+ 16.69% |
$2.23M - $2.49M
|
598K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6.7K+ 10.14% |
$175K - $195K
|
72.8K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-41.7K- 62.2% |
$1.09M - $1.22M
|
25.3K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.15K+ 37.21% |
$108K - $121K
|
15.3K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
20.2KNew |
$526K - $589K
|
20.2K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
114K+ 5.07% |
$2.96M - $3.31M
|
2.35M
$63.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
71.8K+ 187.86% |
$1.87M - $2.09M
|
110K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.8K- 9.99% |
$333K - $373K
|
115K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.2K- 74.08% |
$839K - $940K
|
11.3K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
101K+ 95.18% |
$2.63M - $2.95M
|
207K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
360K+ 802.72% |
$9.37M - $10.5M
|
404K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.4KNew |
$401K - $449K
|
15.4K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.04M- 30.49% |
$27.2M - $30.5M
|
2.38M
$64.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-61.8K- 58.1% |
$1.61M - $1.8M
|
44.6K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7- 0.17% |
$182 - $204
|
4.15K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.42K- 34.15% |
$219K - $246K
|
16.2K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-24- -0.0% |
$625 - $700
|
1.28M
$34.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-65- 1.65% |
$1.69K - $1.9K
|
3.88K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-14K- 3.5% |
$366K - $409K
|
387K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-533K- 74.13% |
$13.9M - $15.5M
|
186K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
119+ 1.5% |
$3.1K - $3.47K
|
8.04K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
52+ 192.59% |
$1.35K - $1.52K
|
79
$2.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
32.6K+ 30.66% |
$848K - $950K
|
139K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
20K+ 8.3% |
$520K - $582K
|
261K
$7.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
19.9KNew |
$518K - $580K
|
19.9K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
4.37K+ 21.63% |
$114K - $127K
|
24.5K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.85K- 51.26% |
$100K - $112K
|
3.66K
$99.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.19K+ 78.37% |
$83K - $93K
|
7.26K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.5K- 0.48% |
$325K - $364K
|
2.59M
$70.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-22.2K- 77.13% |
$579K - $649K
|
6.59K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
2+ 0.44% |
$52.1 - $58.3
|
457
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
52+ 192.59% |
$1.35K - $1.52K
|
79
$2.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3.72KNew |
$96.9K - $108K
|
3.72K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
37.9KNew |
$988K - $1.11M
|
37.9K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61K+ 7.75% |
$1.59M - $1.78M
|
848K
$23M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
151+ 1.22% |
$3.93K - $4.4K
|
12.5K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.7K- 44.2% |
$801K - $897K
|
38.8K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
82New |
$2.14K - $2.39K
|
82
$2.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
22.2K+ 3.33% |
$577K - $646K
|
688K
$18.7M
|