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 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.1K+ 46.38% |
$53.5K - $57.9K
|
6.61K
$172K
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.88K+ 10.07% |
$48K - $52K
|
20.6K
$535K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.82K+ 15.7% |
$46.4K - $50.2K
|
13.4K
$348K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.81KNew |
$46.2K - $50K
|
1.81K
$47.1K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 15.12% |
$43.5K - $47.1K
|
13K
$338K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.56K+ 8.33% |
$39.9K - $43.2K
|
20.3K
$528K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.36K+ 52.43% |
$34.7K - $37.5K
|
3.95K
$103K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.34KNew |
$34.3K - $37.1K
|
1.34K
$34.9K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
981New |
$25.1K - $27.1K
|
981
$25.5K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
927+ 8.93% |
$23.7K - $25.6K
|
11.3K
$294K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
914+ 3.1% |
$23.3K - $25.3K
|
30.4K
$790K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
871New |
$22.2K - $24.1K
|
871
$22.7K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
849+ 4.54% |
$21.7K - $23.5K
|
19.6K
$509K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
842+ 114.4% |
$21.5K - $23.3K
|
1.58K
$41K
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
801+ 9.28% |
$20.5K - $22.1K
|
9.43K
$245K
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
800+ 20000.0% |
$20.4K - $22.1K
|
804
$20.9K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
788+ 65.23% |
$20.1K - $21.8K
|
2K
$51.9K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
703+ 35150.0% |
$18K - $19.4K
|
705
$18.3K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
620+ 269.57% |
$15.8K - $17.1K
|
850
$22.1K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
582New |
$14.9K - $16.1K
|
582
$15.1K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
527New |
$13.5K - $14.6K
|
527
$13.7K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
513New |
$13.1K - $14.2K
|
513
$13.3K
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
513+ 2.57% |
$13.1K - $14.2K
|
20.4K
$532K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
499+ 66.62% |
$12.7K - $13.8K
|
1.25K
$32.5K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
489New |
$12.5K - $13.5K
|
489
$12.7K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
477+ 2.31% |
$12.2K - $13.2K
|
21.2K
$550K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
335+ 9.15% |
$8.56K - $9.26K
|
4K
$104K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
280+ 11.28% |
$7.15K - $7.74K
|
2.76K
$71.8K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
272+ 0.17% |
$6.95K - $7.52K
|
164K
$4.27M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
220+ 1.17% |
$5.62K - $6.08K
|
19K
$494K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
218+ 14.17% |
$5.57K - $6.03K
|
1.76K
$45.7K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
194New |
$4.95K - $5.36K
|
194
$5.05K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
185New |
$4.72K - $5.11K
|
185
$4.81K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
153+ 392.31% |
$3.91K - $4.23K
|
192
$4.99K
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
148+ 1.75% |
$3.78K - $4.09K
|
8.6K
$224K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
136New |
$3.47K - $3.76K
|
136
$3.54K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
135New |
$3.45K - $3.73K
|
135
$3.51K
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
120+ 0.06% |
$3.06K - $3.32K
|
194K
$5.06M
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
111New |
$2.83K - $3.07K
|
111
$2.89K
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
100+ 0.33% |
$2.55K - $2.76K
|
30.2K
$786K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
100New |
$2.55K - $2.76K
|
100
$2.6K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
96New |
$2.45K - $2.65K
|
96
$2.5K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
94+ 30.52% |
$2.4K - $2.6K
|
402
$10.5K
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
90New |
$2.3K - $2.49K
|
90
$2.34K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
81+ 0.21% |
$2.07K - $2.24K
|
38K
$989K
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
77+ 0.33% |
$1.97K - $2.13K
|
23.7K
$617K
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
74+ 0.3% |
$1.89K - $2.05K
|
24.6K
$640K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
58New |
$1.48K - $1.6K
|
58
$1.51K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
55New |
$1.4K - $1.52K
|
55
$1.43K
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
27+ 0.34% |
$690 - $746
|
8.07K
$210K
|