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 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
8.76K+ 18.3% |
$228K - $255K
|
56.6K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17.7K- 0.7% |
$462K - $517K
|
2.51M
$68M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-622K- 5.65% |
$16.2M - $18.2M
|
10.4M
$282M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
443K+ 55.17% |
$11.5M - $12.9M
|
1.25M
$33.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.9K+ 66.35% |
$727K - $814K
|
70K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
122K+ 87.3% |
$3.18M - $3.56M
|
262K
$7.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.26K+ 1664.45% |
$111K - $124K
|
4.52K
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.99KNew |
$77.9K - $87.2K
|
2.99K
$81.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.76K- 2.39% |
$124K - $139K
|
194K
$5.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-1.07M- 8.41% |
$28M - $31.3M
|
11.7M
$317M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
1New |
$26.1 - $29.2
|
1
$27.1
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
194KNew |
$5.06M - $5.67M
|
194K
$5.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-910- 0.53% |
$23.7K - $26.5K
|
171K
$4.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-10- 0.97% |
$261 - $292
|
1.02K
$27.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.95K+ 9.1% |
$76.8K - $86K
|
35.3K
$958K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
203+ 1.48% |
$5.29K - $5.92K
|
14K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
40.9K+ 4.93% |
$1.06M - $1.19M
|
871K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-154- 0.19% |
$4.01K - $4.49K
|
81.6K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.04KNew |
$27.1K - $30.3K
|
1.04K
$28.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-14.9K- 87.24% |
$387K - $433K
|
2.17K
$59K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
401New |
$10.4K - $11.7K
|
401
$10.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
72.7K+ 6.15% |
$1.89M - $2.12M
|
1.26M
$34.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.36KNew |
$35.5K - $39.8K
|
1.36K
$37K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.42M+ 4803.22% |
$141M - $158M
|
5.54M
$150M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
169+ 6.36% |
$4.4K - $4.93K
|
2.83K
$76.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-429K- 30.13% |
$11.2M - $12.5M
|
996K
$27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.66K- 21.75% |
$252K - $282K
|
34.8K
$943K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.51K- 1.82% |
$91.5K - $103K
|
190K
$5.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-205K- 12.87% |
$5.33M - $5.97M
|
1.39M
$37.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-87.8K- 59.29% |
$2.29M - $2.56M
|
60.3K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
358KNew |
$9.32M - $10.4M
|
358K
$9.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
331+ 2.26% |
$8.62K - $9.66K
|
15K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-192- 0.45% |
$5K - $5.6K
|
42.4K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13.5KNew |
$351K - $393K
|
13.5K
$365K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$130 - $146
|
5
$136
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
15.1KNew |
$394K - $441K
|
15.1K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
160K+ 4.39% |
$4.17M - $4.67M
|
3.81M
$103M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
95+ 11.43% |
$2.47K - $2.77K
|
926
$25.1K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.77K- 7.12% |
$255K - $285K
|
128K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
63.1K+ 1.78% |
$1.64M - $1.84M
|
3.61M
$97.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
24.3K+ 7.74% |
$632K - $708K
|
338K
$9.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.16M+ 14404.09% |
$30.2M - $33.8M
|
1.17M
$31.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.64K- 5.9% |
$68.7K - $76.9K
|
42.1K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
152K+ 181.09% |
$3.96M - $4.43M
|
236K
$6.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
22New |
$573 - $642
|
22
$597
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-403K- 65.58% |
$10.5M - $11.8M
|
212K
$5.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
21KNew |
$547K - $613K
|
21K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
67+ 0.01% |
$1.75K - $1.95K
|
1.01M
$27.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.66K+ 5.07% |
$226K - $253K
|
179K
$4.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.96K- 4.16% |
$155K - $174K
|
137K
$3.72M
|