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 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.05M+ 21.55% |
$27.3M - $30.5M
|
5.91M
$160M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
189K+ 9.08% |
$4.93M - $5.52M
|
2.28M
$61.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13K- 6.33% |
$338K - $378K
|
192K
$5.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.38K- 83.55% |
$35.8K - $40.1K
|
271
$7.35K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-389K- 71.44% |
$10.1M - $11.4M
|
156K
$4.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-14.4K- 18.09% |
$375K - $420K
|
65.2K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
320+ 2.86% |
$8.34K - $9.33K
|
11.5K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
120K+ 15.32% |
$3.12M - $3.49M
|
901K
$24.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
15.9K+ 3.77% |
$413K - $463K
|
437K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-5.12K- 2.64% |
$133K - $149K
|
189K
$5.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.22K+ 415.99% |
$31.9K - $35.7K
|
1.52K
$41.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-16.2K- 44.25% |
$422K - $472K
|
20.4K
$553K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6.36K+ 7.15% |
$166K - $185K
|
95.2K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 57.83% |
$357K - $399K
|
9.98K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.96K- 31.02% |
$233K - $261K
|
19.9K
$541K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-13.3K- 30.57% |
$345K - $387K
|
30.1K
$817K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
110K+ 171.22% |
$2.87M - $3.22M
|
175K
$4.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-933- 1.65% |
$24.3K - $27.2K
|
55.5K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.58M+ 38.1% |
$41.1M - $46M
|
5.72M
$155M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-9.27K- 9.74% |
$241K - $270K
|
85.9K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-175- 3.28% |
$4.56K - $5.1K
|
5.16K
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
122New |
$3.18K - $3.56K
|
122
$3.31K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-117- 0.88% |
$3.05K - $3.41K
|
13.1K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 6.52% |
$33.6K - $37.6K
|
18.5K
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
338+ 3380.0% |
$8.8K - $9.86K
|
348
$9.44K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.06K+ 12.33% |
$79.6K - $89.2K
|
27.8K
$755K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
530+ 2.33% |
$13.8K - $15.5K
|
23.3K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
12K+ 97.49% |
$312K - $350K
|
24.3K
$659K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
614New |
$16K - $17.9K
|
614
$16.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.38K- 38.26% |
$192K - $215K
|
11.9K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3K- 9.92% |
$78.3K - $87.6K
|
27.3K
$740K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.91K- 24.34% |
$232K - $260K
|
27.7K
$752K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
57New |
$1.48K - $1.66K
|
57
$1.55K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.13M+ 32995.19% |
$55.4M - $62.1M
|
2.13M
$57.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-40.9K- 49.72% |
$1.07M - $1.19M
|
41.4K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
6.48K+ 12.38% |
$169K - $189K
|
58.8K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
12K+ 66.28% |
$314K - $351K
|
30.2K
$819K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.79K- 18.58% |
$46.5K - $52.1K
|
7.82K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.57K- 1.55% |
$40.8K - $45.7K
|
99.7K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
17.4K+ 52.36% |
$454K - $508K
|
50.7K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8.03K+ 38.01% |
$209K - $234K
|
29.2K
$791K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.75K+ 7.16% |
$202K - $226K
|
116K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
13.6KNew |
$353K - $395K
|
13.6K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.06KNew |
$210K - $235K
|
8.06K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.9KNew |
$882K - $988K
|
33.9K
$919K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
13.7K+ 4.85% |
$356K - $399K
|
296K
$8.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.4KNew |
$922K - $1.03M
|
35.4K
$961K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 8.54% |
$411K - $460K
|
200K
$5.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
473K+ 27.11% |
$12.3M - $13.8M
|
2.22M
$60.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31.4K- 22.78% |
$817K - $915K
|
106K
$2.88M
|