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 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-56- 0.1% |
$1.46K - $1.63K
|
55.7K
$1.51M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.88K- 84.04% |
$101K - $113K
|
736
$20K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
225+ 1.22% |
$5.86K - $6.56K
|
18.7K
$507K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-460- 3.69% |
$12K - $13.4K
|
12K
$325K
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-35.9K- 30.33% |
$935K - $1.05M
|
82.5K
$2.24M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-142- 21.26% |
$3.7K - $4.14K
|
526
$14.3K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.26K- 0.07% |
$58.8K - $65.8K
|
3.14M
$85.1M
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.64K- 44.56% |
$173K - $194K
|
8.27K
$224K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.06K+ 12.39% |
$53.6K - $60K
|
18.7K
$507K
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
8.48K+ 13.85% |
$221K - $247K
|
69.7K
$1.89M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.11K+ 8.32% |
$28.9K - $32.4K
|
14.5K
$392K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
68New |
$1.77K - $1.98K
|
68
$1.84K
|
|
Q3 2024 | |||||||
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-13.8K- 9.58% |
$368K - $412K
|
130K
$3.53M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
223New |
$5.95K - $6.66K
|
223
$6.05K
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
116+ 0.12% |
$3.1K - $3.46K
|
98.2K
$2.66M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5New |
$133 - $149
|
5
$136
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.2KNew |
$192K - $215K
|
7.2K
$195K
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.97KNew |
$239K - $268K
|
8.97K
$243K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
39.5KNew |
$1.05M - $1.18M
|
39.5K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.22K+ 4.37% |
$85.9K - $96.2K
|
76.9K
$2.09M
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
330KNew |
$8.81M - $9.86M
|
330K
$8.96M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
63.1KNew |
$1.69M - $1.89M
|
63.1K
$1.71M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
72.4KNew |
$1.93M - $2.16M
|
72.4K
$1.96M
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-608- 2.64% |
$16.2K - $18.2K
|
22.4K
$609K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.76K+ 12.35% |
$46.8K - $52.4K
|
16K
$433K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
46.9KNew |
$1.25M - $1.4M
|
46.9K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
143KNew |
$3.82M - $4.28M
|
143K
$3.89M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$133 - $149
|
5
$136
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.8K+ 316.67% |
$101K - $114K
|
5K
$136K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
224KNew |
$5.98M - $6.69M
|
224K
$6.07M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.9K- 18.2% |
$557K - $623K
|
93.7K
$2.54M
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.81K- 72.58% |
$48.3K - $54K
|
683
$18.5K
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
26.4K+ 20.6% |
$704K - $787K
|
154K
$4.19M
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
8.36KNew |
$223K - $250K
|
8.36K
$227K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
256+ 2.99% |
$6.83K - $7.65K
|
8.83K
$240K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
403New |
$10.8K - $12K
|
403
$10.9K
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
206K+ 267.55% |
$5.49M - $6.15M
|
283K
$7.67M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-656- 1.65% |
$17.5K - $19.6K
|
39.1K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-58.6K- 85.14% |
$1.56M - $1.75M
|
10.2K
$277K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
27New |
$721 - $806
|
27
$733
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-18.8K- 6.32% |
$502K - $561K
|
278K
$7.55M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
22.2KNew |
$593K - $664K
|
22.2K
$603K
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
52.5KNew |
$1.4M - $1.57M
|
52.5K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14KNew |
$373K - $417K
|
14K
$379K
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
596KNew |
$15.9M - $17.8M
|
596K
$16.2M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-41- 40.2% |
$1.09K - $1.22K
|
61
$1.65K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14KNew |
$373K - $417K
|
14K
$379K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
691+ 125.41% |
$18.4K - $20.6K
|
1.24K
$33.7K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 45.0% |
$240 - $269
|
11
$298
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.34KNew |
$223K - $249K
|
8.34K
$226K
|