Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-7Closed |
$191 - $203
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2Closed |
$54.5 - $58
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-58.4K- 6.93% |
$1.43M - $1.72M
|
784K
$21.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-48.5K- 29.23% |
$1.19M - $1.43M
|
117K
$3.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 63.42% |
$394K - $473K
|
9.27K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-916- 10.24% |
$22.5K - $27K
|
8.03K
$215K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-901- 4.09% |
$22.1K - $26.5K
|
21.2K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-840- 6.94% |
$20.6K - $24.7K
|
11.3K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-719- 1.1% |
$17.7K - $21.2K
|
64.7K
$1.74M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-315Closed |
$7.73K - $9.27K
|
0
$0
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-271- 77.43% |
$6.65K - $7.98K
|
79
$2.12K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-41- 2.85% |
$1.01K - $1.21K
|
1.4K
$37.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-25Closed |
$614 - $736
|
0
$0
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-226K- 88.41% |
$5.9M - $6.78M
|
29.7K
$796K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-168KClosed |
$4.38M - $5.03M
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-113K- 63.45% |
$2.95M - $3.38M
|
65K
$1.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-46.2K- 14.9% |
$1.21M - $1.38M
|
264K
$7.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-4.04K- 3.24% |
$105K - $121K
|
121K
$3.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.29K- 1.36% |
$85.8K - $98.5K
|
238K
$6.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.17K- 17.45% |
$56.7K - $65.1K
|
10.3K
$276K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-992- 6.41% |
$25.9K - $29.7K
|
14.5K
$389K
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-606- 4.49% |
$15.8K - $18.2K
|
12.9K
$346K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-500- 4.3% |
$13K - $15K
|
11.1K
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-487- 95.3% |
$12.7K - $14.6K
|
24
$644
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-24- 0.06% |
$626 - $719
|
39.1K
$1.05M
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-59.8K- 88.23% |
$1.75M - $1.88M
|
7.97K
$214K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-59.7K- 33.08% |
$1.74M - $1.88M
|
121K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-27.1K- 78.31% |
$793K - $854K
|
7.51K
$202K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-6.9K- 32.09% |
$202K - $217K
|
14.6K
$392K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-4.17K- 9.76% |
$122K - $131K
|
38.5K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-759- 13.2% |
$22.2K - $23.9K
|
4.99K
$134K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-497- 6.64% |
$14.5K - $15.7K
|
6.99K
$187K
|
|
| Q1 2023 | |||||||
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-109KClosed |
$3.15M - $3.43M
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-60.1K- 72.88% |
$1.74M - $1.89M
|
22.4K
$600K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-140- 20.14% |
$4.04K - $4.41K
|
555
$14.9K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-79- 50.97% |
$2.28K - $2.49K
|
76
$2.04K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-317K- 96.44% |
$8.57M - $10M
|
11.7K
$314K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-164K- 37.17% |
$4.45M - $5.19M
|
278K
$7.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.87K- 17.38% |
$50.6K - $59K
|
8.89K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.33K- 13.31% |
$35.9K - $41.9K
|
8.66K
$232K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-354- 31.03% |
$9.57K - $11.2K
|
787
$21.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-115- 58.08% |
$3.11K - $3.63K
|
83
$2.23K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-57- 86.36% |
$1.54K - $1.8K
|
9
$242
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.1K- 10.17% |
$557K - $659K
|
169K
$4.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.96K- 41.94% |
$174K - $206K
|
8.24K
$221K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 20.31% |
$64.8K - $76.6K
|
8.71K
$234K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-386- 2.06% |
$11.3K - $13.3K
|
18.4K
$493K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-382Closed |
$11.2K - $13.2K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-334- 25.0% |
$9.75K - $11.5K
|
1K
$26.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-81- 1.17% |
$2.37K - $2.8K
|
6.85K
$184K
|
|