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 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-136K- 17.08% |
$3.54M - $3.97M
|
660K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
134K+ 3.78% |
$3.48M - $3.9M
|
3.67M
$99.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.6K- 9.13% |
$381K - $427K
|
146K
$3.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-97.9K- 45.28% |
$2.55M - $2.86M
|
118K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
11.3KNew |
$293K - $329K
|
11.3K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.63K- 3.19% |
$121K - $135K
|
140K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
180+ 0.03% |
$4.69K - $5.25K
|
516K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.1K+ 4.18% |
$342K - $383K
|
327K
$8.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
23.6KNew |
$616K - $689K
|
23.6K
$641K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.52K+ 3.51% |
$39.6K - $44.3K
|
44.9K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-89.1K- 17.55% |
$2.32M - $2.6M
|
419K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-50K- 47.61% |
$1.3M - $1.46M
|
55K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
100KNew |
$2.61M - $2.92M
|
100K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
425New |
$11.1K - $12.4K
|
425
$11.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.03K+ 1838.11% |
$157K - $176K
|
6.36K
$172K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
88.7K+ 2.29% |
$2.31M - $2.59M
|
3.96M
$107M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-21.1K- 34.07% |
$549K - $614K
|
40.7K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-617- 13.55% |
$16.1K - $18K
|
3.94K
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.48K+ 3.39% |
$90.6K - $101K
|
106K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
110KNew |
$2.87M - $3.21M
|
110K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.69K+ 4.78% |
$44K - $49.2K
|
37K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.52K- 6.35% |
$222K - $248K
|
126K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.5K+ 0.26% |
$1M - $1.12M
|
14.9M
$403M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-226K- 15.43% |
$5.89M - $6.6M
|
1.24M
$33.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 31.2% |
$488K - $546K
|
41.3K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.4K+ 2.6% |
$36.5K - $40.9K
|
55.3K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-548- 89.69% |
$14.3K - $16K
|
63
$1.71K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
96+ 0.25% |
$2.5K - $2.8K
|
38.4K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.94K+ 20.67% |
$76.5K - $85.7K
|
17.2K
$465K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
18.8KNew |
$489K - $547K
|
18.8K
$509K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.9K- 95.66% |
$49.4K - $55.3K
|
86
$2.33K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$710K - $796K
|
27.3K
$740K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-45.3K- 22.71% |
$1.18M - $1.32M
|
154K
$4.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.13K- 35.33% |
$29.3K - $32.8K
|
2.06K
$55.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8.63KNew |
$225K - $252K
|
8.63K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-105- 0.09% |
$2.74K - $3.06K
|
115K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.89KNew |
$75.2K - $84.2K
|
2.89K
$78.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 100.0% |
$26.1 - $29.2
|
2
$54.3
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
287New |
$7.48K - $8.37K
|
287
$7.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-60- 3.42% |
$1.56K - $1.75K
|
1.69K
$45.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
186K+ 1896.78% |
$4.85M - $5.43M
|
196K
$5.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
10K+ 6.38% |
$261K - $293K
|
167K
$4.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.12M- 43.3% |
$159M - $179M
|
8.01M
$217M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-130- 0.16% |
$3.39K - $3.79K
|
82.4K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
55New |
$1.43K - $1.6K
|
55
$1.49K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.4KNew |
$270K - $303K
|
10.4K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.6M+ 8.35% |
$93.7M - $105M
|
46.7M
$1.27B
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.7KNew |
$278K - $311K
|
10.7K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
141K+ 21.72% |
$3.66M - $4.1M
|
788K
$21.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
390New |
$10.2K - $11.4K
|
390
$10.6K
|