Purchases and Sales Made in Q1 2025 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO LONG TERM TREAS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
387K+ 17.44% |
$9.87M - $10.7M
|
2.6M
$70.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
287KNew |
$7.34M - $7.95M
|
287K
$7.77M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
31.1K+ 21.9% |
$795K - $861K
|
173K
$4.69M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
28.3K+ 101.21% |
$724K - $784K
|
56.4K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
16K+ 19.37% |
$408K - $441K
|
98.4K
$2.66M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.75K+ 25.95% |
$95.8K - $104K
|
18.2K
$492K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.69K+ 4.82% |
$68.6K - $74.2K
|
58.4K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.33K+ 0.65% |
$59.4K - $64.3K
|
360K
$9.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
849+ 4.54% |
$21.7K - $23.5K
|
19.6K
$529K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
842+ 114.4% |
$21.5K - $23.3K
|
1.58K
$42.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
513New |
$13.1K - $14.2K
|
513
$13.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
489New |
$12.5K - $13.5K
|
489
$13.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
218+ 14.17% |
$5.57K - $6.03K
|
1.76K
$47.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
136New |
$3.47K - $3.76K
|
136
$3.68K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
24New |
$613 - $663
|
24
$649
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.37% |
$25.5 - $27.6
|
74
$2K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-385- 3.92% |
$9.83K - $10.6K
|
9.43K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-634- 7.67% |
$16.2K - $17.5K
|
7.63K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.18K- 4.22% |
$30.2K - $32.7K
|
26.8K
$726K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 57.8% |
$32.1K - $34.7K
|
917
$24.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.63K- 5.09% |
$41.5K - $44.9K
|
30.3K
$820K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.7K- 8.77% |
$43.3K - $46.9K
|
17.6K
$477K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 13.21% |
$77.6K - $84K
|
20K
$540K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.28K- 27.33% |
$83.7K - $90.6K
|
8.72K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-4.24K- 6.08% |
$108K - $117K
|
65.5K
$1.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-17.2K- 19.1% |
$439K - $475K
|
72.8K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-30.9K- 23.42% |
$789K - $854K
|
101K
$2.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-194K- 24.36% |
$4.96M - $5.37M
|
603K
$16.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-288K- 79.16% |
$7.35M - $7.95M
|
75.8K
$2.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-464K- 46.92% |
$11.9M - $12.8M
|
525K
$14.2M
|