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 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
8.29KNew |
$212K - $229K
|
8.29K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7.88K+ 470.99% |
$201K - $218K
|
9.55K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.86KNew |
$201K - $217K
|
7.86K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.58KNew |
$194K - $209K
|
7.58K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.41K+ 14.63% |
$189K - $205K
|
58.1K
$1.51M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.41KNew |
$189K - $205K
|
7.41K
$193K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
7.39KNew |
$189K - $204K
|
7.39K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
7.24K+ 9.73% |
$185K - $200K
|
81.7K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.22K+ 1.72% |
$184K - $200K
|
426K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.17K+ 8.7% |
$183K - $198K
|
89.6K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.74K+ 5.28% |
$172K - $186K
|
134K
$3.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.68K+ 7.35% |
$171K - $185K
|
97.6K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.45K+ 36.31% |
$165K - $178K
|
24.2K
$630K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.02KNew |
$154K - $166K
|
6.02K
$156K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.8K+ 28.46% |
$148K - $160K
|
26.2K
$681K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
5.78K+ 3.31% |
$148K - $160K
|
180K
$4.69M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
5.55K+ 5.04% |
$142K - $153K
|
116K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.31K+ 19.38% |
$136K - $147K
|
32.7K
$850K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.11K+ 12.35% |
$131K - $141K
|
46.5K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.78K+ 4.15% |
$122K - $132K
|
120K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.77K+ 51.95% |
$122K - $132K
|
14K
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.58K+ 56.82% |
$117K - $127K
|
12.6K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.46K+ 14.84% |
$114K - $123K
|
34.5K
$898K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.3K+ 9.19% |
$110K - $119K
|
51.1K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.15K+ 48.36% |
$106K - $115K
|
12.7K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.99K+ 3.96% |
$102K - $110K
|
105K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.89K+ 75.36% |
$99.2K - $107K
|
9.04K
$235K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.75K+ 25.95% |
$95.8K - $104K
|
18.2K
$474K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.52K+ 15.66% |
$89.9K - $97.3K
|
26K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.5KNew |
$89.4K - $96.7K
|
3.5K
$91K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.43K+ 1.91% |
$87.5K - $94.7K
|
183K
$4.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.32K+ 9.55% |
$84.8K - $91.7K
|
38.1K
$991K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.2K+ 26.21% |
$81.6K - $88.3K
|
15.4K
$400K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.19K+ 18.57% |
$81.3K - $88K
|
20.3K
$529K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
3.08K+ 29.01% |
$78.6K - $85K
|
13.7K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.01K+ 31.38% |
$76.8K - $83.2K
|
12.6K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.94K+ 4665.08% |
$75.1K - $81.2K
|
3K
$78.1K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.75K+ 6.49% |
$70.3K - $76.1K
|
45.2K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.7K+ 7.02% |
$68.9K - $74.5K
|
41.1K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.69K+ 4.82% |
$68.6K - $74.2K
|
58.4K
$1.52M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.66K+ 6.47% |
$67.8K - $73.4K
|
43.7K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.45K+ 1.56% |
$62.4K - $67.6K
|
160K
$4.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 0.8% |
$60.4K - $65.3K
|
298K
$7.75M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.36K+ 10.26% |
$60.4K - $65.3K
|
25.4K
$661K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.33K+ 0.65% |
$59.4K - $64.3K
|
360K
$9.36M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.3K+ 34.93% |
$58.8K - $63.7K
|
8.9K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
2.3K+ 15.22% |
$58.8K - $63.6K
|
17.4K
$453K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.3K+ 12.22% |
$58.7K - $63.5K
|
21.1K
$549K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.27K+ 9.76% |
$58K - $62.7K
|
25.5K
$664K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.24K+ 8.07% |
$57.1K - $61.8K
|
29.9K
$779K
|