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 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
22K+ 12.75% |
$572K - $641K
|
194K
$5.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.45K- 3.1% |
$89.9K - $101K
|
108K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
765K+ 23.44% |
$19.9M - $22.3M
|
4.03M
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.89KNew |
$258K - $289K
|
9.89K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5.53K- 7.21% |
$144K - $161K
|
71.1K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.21KNew |
$240K - $269K
|
9.21K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.53K+ 7.4% |
$144K - $161K
|
80.2K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.07MNew |
$80.1M - $89.6M
|
3.07M
$83.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-22.3K- 32.48% |
$582K - $652K
|
46.4K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.27M+ 6.82% |
$85.1M - $95.3M
|
51.2M
$1.39B
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-308- 2.43% |
$8.02K - $8.98K
|
12.4K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.31K- 33.62% |
$34.2K - $38.3K
|
2.59K
$70.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
4New |
$104 - $117
|
4
$109
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
20.9K+ 221.43% |
$544K - $609K
|
30.3K
$822K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
63.3K+ 30.64% |
$1.65M - $1.85M
|
270K
$7.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.06K- 12.12% |
$106K - $119K
|
29.5K
$800K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
114KNew |
$2.97M - $3.33M
|
114K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
892+ 2410.81% |
$23.2K - $26K
|
929
$25.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.65K+ 9.77% |
$95.1K - $107K
|
41K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-10.8K- 15.33% |
$281K - $315K
|
59.6K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16.7KNew |
$436K - $488K
|
16.7K
$454K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
20.3KNew |
$529K - $593K
|
20.3K
$551K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
280New |
$7.29K - $8.17K
|
280
$7.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-56- 0.3% |
$1.46K - $1.63K
|
18.8K
$510K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
328+ 37.27% |
$8.54K - $9.57K
|
1.21K
$32.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.57KNew |
$67K - $75K
|
2.57K
$69.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.05K- 3.46% |
$79.3K - $88.8K
|
85K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.02K+ 42.78% |
$183K - $205K
|
23.4K
$636K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.97K- 21.7% |
$129K - $145K
|
17.9K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-44.4K- 20.48% |
$1.16M - $1.3M
|
173K
$4.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
17.4K+ 221.57% |
$454K - $508K
|
25.3K
$686K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
219K+ 10.85% |
$5.71M - $6.39M
|
2.24M
$60.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
38+ 14.07% |
$990 - $1.11K
|
308
$8.36K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
11.6K+ 17.46% |
$301K - $337K
|
77.7K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-9K- 33.66% |
$235K - $263K
|
17.7K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.83K- 33.23% |
$99.7K - $112K
|
7.69K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
141K+ 113.01% |
$3.68M - $4.12M
|
266K
$7.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
496KNew |
$12.9M - $14.5M
|
496K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
562K+ 184.25% |
$14.6M - $16.4M
|
867K
$23.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
26.2KNew |
$682K - $763K
|
26.2K
$710K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
43.2KNew |
$1.13M - $1.26M
|
43.2K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
202New |
$5.26K - $5.89K
|
202
$5.48K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
5.95K+ 31.48% |
$155K - $173K
|
24.8K
$674K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
244K+ 13.8% |
$6.35M - $7.11M
|
2.01M
$54.5M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.91K- 4.09% |
$102K - $114K
|
91.7K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.33K- 11.04% |
$60.6K - $67.9K
|
18.8K
$509K
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
23.3K+ 24.32% |
$607K - $680K
|
119K
$3.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
721+ 1.56% |
$18.8K - $21K
|
46.8K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-29.1K- 64.4% |
$757K - $848K
|
16.1K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
333+ 3.94% |
$8.67K - $9.71K
|
8.78K
$238K
|