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 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
27New |
$663 - $795
|
27
$733
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25New |
$614 - $736
|
25
$678
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$246 - $294
|
10
$271
|
|
| Q3 2023 | |||||||
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
54.9K+ 30.22% |
$1.43M - $1.64M
|
237K
$6.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
24.3KNew |
$635K - $729K
|
24.3K
$660K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
21.8KNew |
$569K - $653K
|
21.8K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.8KNew |
$516K - $592K
|
19.8K
$536K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
17KNew |
$444K - $509K
|
17K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16KNew |
$417K - $479K
|
16K
$434K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.3K+ 67.35% |
$320K - $368K
|
30.5K
$827K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.85K+ 119.94% |
$257K - $295K
|
18.1K
$490K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.02KNew |
$235K - $270K
|
9.02K
$245K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.36K+ 3.37% |
$218K - $250K
|
256K
$6.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.33K+ 49.03% |
$139K - $160K
|
16.2K
$440K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.26K+ 21.74% |
$137K - $157K
|
29.4K
$798K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.65K+ 14.83% |
$121K - $139K
|
36K
$977K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.36K+ 15.74% |
$61.6K - $70.7K
|
17.4K
$471K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.06K+ 6.99% |
$27.6K - $31.6K
|
16.2K
$439K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
942New |
$24.6K - $28.2K
|
942
$25.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
627New |
$16.4K - $18.8K
|
627
$17K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
278New |
$7.25K - $8.33K
|
278
$7.54K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
165New |
$4.3K - $4.94K
|
165
$4.48K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
143New |
$3.73K - $4.28K
|
143
$3.88K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
67New |
$1.75K - $2.01K
|
67
$1.82K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32New |
$835 - $959
|
32
$868
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
31New |
$809 - $929
|
31
$841
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13New |
$339 - $389
|
13
$353
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2New |
$52.2 - $59.9
|
2
$54.3
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
75.9KNew |
$2.22M - $2.39M
|
75.9K
$2.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
62.1KNew |
$1.82M - $1.96M
|
62.1K
$1.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
42.6KNew |
$1.25M - $1.34M
|
42.6K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
20.6KNew |
$604K - $650K
|
20.6K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
20.1KNew |
$587K - $633K
|
20.1K
$545K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.5K+ 6.7% |
$481K - $518K
|
262K
$7.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.4K+ 45.77% |
$364K - $392K
|
39.6K
$1.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
9.34KNew |
$273K - $294K
|
9.34K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.48KNew |
$219K - $236K
|
7.48K
$203K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
5.08KNew |
$148K - $160K
|
5.08K
$138K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4KNew |
$117K - $126K
|
4K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.45K+ 6.6% |
$42.4K - $45.6K
|
23.4K
$635K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.29K+ 29.92% |
$37.8K - $40.7K
|
5.61K
$152K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
938New |
$27.4K - $29.5K
|
938
$25.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
581New |
$17K - $18.3K
|
581
$15.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
371New |
$10.9K - $11.7K
|
371
$10.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
313+ 1.21% |
$9.16K - $9.86K
|
26.3K
$713K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
230+ 0.52% |
$6.73K - $7.25K
|
44.7K
$1.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
224New |
$6.55K - $7.06K
|
224
$6.08K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
202+ 0.22% |
$5.91K - $6.36K
|
94K
$2.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
97New |
$2.84K - $3.06K
|
97
$2.63K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15New |
$439 - $473
|
15
$407
|
|