Latest Institutional Purchases of Spdr Portfolio Long Term Treas (SPTL)
This list provides information on the latest institutional transactions involving Spdr Portfolio Long Term Treas (SPTL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
401New |
$10.4K - $11.7K
|
401
$10.9K
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
390New |
$10.2K - $11.4K
|
390
$10.6K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
371New |
$9.66K - $10.8K
|
371
$10.1K
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
353+ 3.73% |
$9.2K - $10.3K
|
9.81K
$266K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
338+ 3380.0% |
$8.8K - $9.86K
|
348
$9.44K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
333+ 3.94% |
$8.67K - $9.71K
|
8.78K
$238K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
331+ 2.26% |
$8.62K - $9.66K
|
15K
$407K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
328+ 37.27% |
$8.54K - $9.57K
|
1.21K
$32.8K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
320+ 2.86% |
$8.34K - $9.33K
|
11.5K
$312K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
287New |
$7.48K - $8.37K
|
287
$7.79K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
280New |
$7.29K - $8.17K
|
280
$7.6K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
237+ 61.24% |
$6.17K - $6.91K
|
624
$16.9K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
225+ 1.22% |
$5.86K - $6.56K
|
18.7K
$507K
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
203+ 1.48% |
$5.29K - $5.92K
|
14K
$379K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
202New |
$5.26K - $5.89K
|
202
$5.48K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
180+ 0.03% |
$4.69K - $5.25K
|
516K
$14M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
169+ 6.36% |
$4.4K - $4.93K
|
2.83K
$76.7K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
151+ 1.22% |
$3.93K - $4.4K
|
12.5K
$340K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
143New |
$3.73K - $4.17K
|
143
$3.88K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
122New |
$3.18K - $3.56K
|
122
$3.31K
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
119+ 1.5% |
$3.1K - $3.47K
|
8.04K
$218K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
96+ 0.25% |
$2.5K - $2.8K
|
38.4K
$1.04M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
95+ 11.43% |
$2.47K - $2.77K
|
926
$25.1K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
82New |
$2.14K - $2.39K
|
82
$2.22K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
68New |
$1.77K - $1.98K
|
68
$1.84K
|
|
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 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
57New |
$1.48K - $1.66K
|
57
$1.55K
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
57New |
$1.48K - $1.66K
|
57
$1.55K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
55New |
$1.43K - $1.6K
|
55
$1.49K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
52+ 192.59% |
$1.35K - $1.52K
|
79
$2.14K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
52+ 192.59% |
$1.35K - $1.52K
|
79
$2.14K
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
44+ 0.42% |
$1.15K - $1.28K
|
10.5K
$285K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
39New |
$1.02K - $1.14K
|
39
$1.06K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
38+ 14.07% |
$990 - $1.11K
|
308
$8.36K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$782 - $875
|
30
$814
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
27New |
$703 - $788
|
27
$733
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
22New |
$573 - $642
|
22
$597
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 14.68% |
$417 - $467
|
125
$3.39K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8New |
$208 - $233
|
8
$217
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5New |
$130 - $146
|
5
$136
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
4New |
$104 - $117
|
4
$109
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 1.12% |
$78.2 - $87.5
|
270
$7.33K
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
2+ 0.44% |
$52.1 - $58.3
|
457
$12.4K
|
|
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 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
1New |
$26.1 - $29.2
|
1
$27.1
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.39% |
$26.1 - $29.2
|
73
$1.98K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
596KNew |
$15.9M - $17.8M
|
596K
$16.2M
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
569KNew |
$15.2M - $17M
|
569K
$15.4M
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
330KNew |
$8.81M - $9.86M
|
330K
$8.96M
|