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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.56M+ 6.96% |
$90.9M - $98.4M
|
54.7M
$1.42B
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
3.19M+ 27.29% |
$81.5M - $88.2M
|
14.9M
$387M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.08M+ 2901.42% |
$78.7M - $85.1M
|
3.19M
$82.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.45M+ 196.68% |
$62.5M - $67.7M
|
3.69M
$96.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83M+ 12.32% |
$46.8M - $50.7M
|
16.7M
$434M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.36M+ 2.35% |
$34.6M - $37.5M
|
59.1M
$1.54B
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.3M+ 2.77% |
$33.1M - $35.8M
|
48M
$1.25B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.11M+ 28.04% |
$28.4M - $30.7M
|
5.07M
$132M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.09M+ 19.0% |
$27.7M - $30M
|
6.8M
$177M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
950K+ 3630.9% |
$24.3M - $26.3M
|
976K
$25.4M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
523KNew |
$13.3M - $14.4M
|
523K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
510K+ 1178.78% |
$13M - $14.1M
|
553K
$14.4M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
504K+ 95.91% |
$12.9M - $13.9M
|
1.03M
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
491K+ 42.53% |
$12.5M - $13.6M
|
1.64M
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
468KNew |
$12M - $12.9M
|
468K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
465K+ 68.83% |
$11.9M - $12.9M
|
1.14M
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
409KNew |
$10.4M - $11.3M
|
409K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
387K+ 699.89% |
$9.88M - $10.7M
|
442K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
387K+ 17.44% |
$9.87M - $10.7M
|
2.6M
$67.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
382K+ 6.47% |
$9.77M - $10.6M
|
6.29M
$164M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
373K+ 37.49% |
$9.54M - $10.3M
|
1.37M
$35.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
372K+ 97.95% |
$9.5M - $10.3M
|
751K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
331K+ 48.12% |
$8.45M - $9.15M
|
1.02M
$26.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
297K+ 7.37% |
$7.58M - $8.2M
|
4.32M
$112M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
287KNew |
$7.34M - $7.95M
|
287K
$7.48M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
278K+ 2.67% |
$7.09M - $7.68M
|
10.7M
$277M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
276KNew |
$7.05M - $7.63M
|
276K
$7.18M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
273K+ 11.04% |
$6.97M - $7.55M
|
2.75M
$71.5M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
267K+ 82.93% |
$6.81M - $7.37M
|
588K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
264KNew |
$6.73M - $7.29M
|
264K
$6.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
250K+ 165.73% |
$6.4M - $6.92M
|
402K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
233K+ 11.61% |
$5.96M - $6.45M
|
2.24M
$58.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
229K+ 10.22% |
$5.84M - $6.32M
|
2.47M
$64.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
228K+ 36.61% |
$5.82M - $6.3M
|
851K
$22.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
216KNew |
$5.51M - $5.96M
|
216K
$5.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
212K+ 42.67% |
$5.4M - $5.85M
|
707K
$18.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
206K+ 5.42% |
$5.26M - $5.7M
|
4.01M
$104M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
191K+ 8.39% |
$4.87M - $5.27M
|
2.47M
$64.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
190KNew |
$4.86M - $5.26M
|
190K
$4.95M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
186K+ 37.3% |
$4.75M - $5.15M
|
685K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
167KNew |
$4.26M - $4.61M
|
167K
$4.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
167K+ 83.21% |
$4.26M - $4.61M
|
367K
$9.55M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
156K+ 40.23% |
$3.98M - $4.31M
|
543K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
153KNew |
$3.9M - $4.22M
|
153K
$3.97M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
130KNew |
$3.33M - $3.6M
|
130K
$3.39M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
126K+ 64.11% |
$3.21M - $3.47M
|
322K
$8.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
125K+ 25.27% |
$3.2M - $3.47M
|
622K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
125K+ 321.88% |
$3.19M - $3.45M
|
164K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
125K+ 456.7% |
$3.18M - $3.45M
|
152K
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
121KNew |
$3.08M - $3.33M
|
121K
$3.14M
|