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 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 57.8% |
$32.1K - $34.7K
|
917
$23.9K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.42K- 9.97% |
$36.3K - $39.2K
|
12.8K
$334K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.63K- 5.09% |
$41.5K - $44.9K
|
30.3K
$789K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.7K- 8.77% |
$43.3K - $46.9K
|
17.6K
$459K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.77K- 8.78% |
$45.3K - $49K
|
18.4K
$479K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.78K- 47.89% |
$45.5K - $49.2K
|
1.94K
$50.4K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.79K- 0.2% |
$45.7K - $49.4K
|
899K
$23.4M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.89K- 21.5% |
$48.2K - $52.2K
|
6.89K
$179K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.92K- 15.32% |
$48.9K - $53K
|
10.6K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.96K- 4.84% |
$50K - $54.1K
|
38.5K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.01K- 95.03% |
$51.3K - $55.5K
|
105
$2.73K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.08K- 16.58% |
$53.1K - $57.5K
|
10.5K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.1K- 7.7% |
$53.7K - $58.1K
|
25.2K
$655K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.29K- 4.13% |
$58.5K - $63.3K
|
53.2K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.31K- 23.38% |
$59.1K - $63.9K
|
7.58K
$197K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.43K- 84.29% |
$62.1K - $67.2K
|
453
$11.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.54K- 2.68% |
$64.7K - $70.1K
|
92K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.61K- 38.7% |
$66.5K - $72K
|
4.13K
$107K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-2.78K- 26.48% |
$71K - $76.8K
|
7.72K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.79K- 15.57% |
$71.3K - $77.2K
|
15.1K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.92K- 15.88% |
$74.6K - $80.8K
|
15.5K
$403K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.95K- 17.59% |
$75.2K - $81.4K
|
13.8K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.98K- 7.13% |
$76.2K - $82.5K
|
38.9K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.99K- 25.96% |
$76.4K - $82.7K
|
8.53K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-3.01K- 23.88% |
$76.8K - $83.2K
|
9.59K
$249K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 13.21% |
$77.6K - $84K
|
20K
$520K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.07K- 7.69% |
$78.3K - $84.8K
|
36.8K
$958K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.13K- 13.26% |
$79.9K - $86.4K
|
20.5K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.16K- 24.1% |
$80.7K - $87.4K
|
9.95K
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.28K- 27.33% |
$83.7K - $90.6K
|
8.72K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.39K- 0.51% |
$86.6K - $93.7K
|
657K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-3.72K- 10.58% |
$94.9K - $103K
|
31.4K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-3.9K- 34.67% |
$99.7K - $108K
|
7.36K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4.16K- 30.93% |
$106K - $115K
|
9.29K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-4.24K- 6.08% |
$108K - $117K
|
65.5K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.58K- 36.34% |
$117K - $127K
|
8.02K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.64K- 13.13% |
$118K - $128K
|
30.7K
$798K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.68K- 4.04% |
$120K - $129K
|
111K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.7K- 51.62% |
$120K - $130K
|
4.41K
$115K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5K- 27.22% |
$128K - $138K
|
13.4K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-5.08K- 31.59% |
$130K - $140K
|
11K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-5.35K- 34.75% |
$137K - $148K
|
10K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-5.39K- 20.32% |
$138K - $149K
|
21.2K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.47K- 3.75% |
$140K - $151K
|
140K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.47K- 4.61% |
$165K - $179K
|
134K
$3.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-6.76K- 22.38% |
$173K - $187K
|
23.4K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-6.9K- 0.19% |
$176K - $191K
|
3.69M
$96.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.91K- 37.4% |
$176K - $191K
|
11.6K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-6.95K- 3.58% |
$178K - $192K
|
187K
$4.87M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.98K- 46.51% |
$178K - $193K
|
8.03K
$209K
|