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 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
116K+ 327.91% |
$2.97M - $3.21M
|
152K
$3.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
115K+ 394.18% |
$2.94M - $3.18M
|
144K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
108K+ 3.98% |
$2.75M - $2.98M
|
2.81M
$73.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
107K+ 2.96% |
$2.73M - $2.95M
|
3.72M
$96.7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
101KNew |
$2.58M - $2.79M
|
101K
$2.63M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
93.9K+ 88.34% |
$2.4M - $2.6M
|
200K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
90.4K+ 58.52% |
$2.31M - $2.5M
|
245K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
90.3K+ 21.56% |
$2.31M - $2.49M
|
509K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
82.6K+ 29.76% |
$2.11M - $2.28M
|
360K
$9.36M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
82.1KNew |
$2.1M - $2.27M
|
82.1K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
79.3K+ 55.99% |
$2.02M - $2.19M
|
221K
$5.74M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
78.2K+ 3.28% |
$2M - $2.16M
|
2.46M
$64M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70.6K+ 88.04% |
$1.8M - $1.95M
|
151K
$3.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70.4K+ 29.88% |
$1.8M - $1.95M
|
306K
$7.96M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
67.4K+ 32.52% |
$1.72M - $1.86M
|
275K
$7.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
65.4K+ 7.55% |
$1.67M - $1.81M
|
933K
$24.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
62.1KNew |
$1.59M - $1.72M
|
62.1K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
59.4K+ 72397.56% |
$1.52M - $1.64M
|
59.4K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
52.8K+ 62.14% |
$1.35M - $1.46M
|
138K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
51.6KNew |
$1.32M - $1.43M
|
51.6K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
49.8KNew |
$1.27M - $1.38M
|
49.8K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.5K+ 1.87% |
$1.24M - $1.34M
|
2.64M
$68.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
47.6K+ 25.21% |
$1.22M - $1.31M
|
236K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
46.7KNew |
$1.19M - $1.29M
|
46.7K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
45.9KNew |
$1.17M - $1.27M
|
45.9K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.3K+ 63.34% |
$1.13M - $1.23M
|
114K
$2.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
43KNew |
$1.1M - $1.19M
|
43K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
40.1K+ 36.41% |
$1.02M - $1.11M
|
150K
$3.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
40K+ 207.61% |
$1.02M - $1.11M
|
59.3K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
39.3K+ 27.32% |
$1M - $1.09M
|
183K
$4.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
38.6K+ 23.11% |
$987K - $1.07M
|
206K
$5.35M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
37.2K+ 13.04% |
$950K - $1.03M
|
322K
$8.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
37.1KNew |
$946K - $1.02M
|
37.1K
$964K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
36.8K+ 58.73% |
$939K - $1.02M
|
99.3K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
36.2K+ 26.35% |
$924K - $1M
|
173K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
35.8K+ 29.93% |
$915K - $990K
|
156K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
35.7K+ 84.73% |
$911K - $986K
|
77.7K
$2.02M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
31.1K+ 21.9% |
$795K - $861K
|
173K
$4.51M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
30.6K+ 11.34% |
$781K - $846K
|
300K
$7.81M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
30.1KNew |
$768K - $831K
|
30.1K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
28.4K+ 12.1% |
$726K - $785K
|
263K
$6.85M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
28.3K+ 101.21% |
$724K - $784K
|
56.4K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
28.3K+ 6.82% |
$723K - $783K
|
443K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
27.3K+ 2.13% |
$696K - $753K
|
1.31M
$34.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
26.7K+ 43.41% |
$683K - $739K
|
88.3K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
25.9KNew |
$661K - $715K
|
25.9K
$673K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
25.8K+ 145.51% |
$659K - $714K
|
43.6K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
25.5KNew |
$652K - $705K
|
25.5K
$664K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24K+ 22.26% |
$613K - $663K
|
132K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.3K+ 56.41% |
$595K - $644K
|
64.6K
$1.68M
|