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 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-7.06K- 8.65% |
$180K - $195K
|
74.6K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-7.7K- 18.26% |
$197K - $213K
|
34.4K
$896K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.95K- 8.67% |
$203K - $220K
|
83.7K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-8.8K- 34.77% |
$225K - $243K
|
16.5K
$429K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-9.1K- 9.55% |
$232K - $251K
|
86.1K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 18.22% |
$303K - $328K
|
53.2K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.2K- 98.62% |
$312K - $337K
|
171
$4.45K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-12.8K- 27.6% |
$327K - $354K
|
33.6K
$875K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-13.9K- 24.29% |
$354K - $384K
|
43.3K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-16.2K- 14.25% |
$415K - $449K
|
97.8K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-16.3K- 58.45% |
$416K - $450K
|
11.6K
$301K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-17.2K- 19.1% |
$439K - $475K
|
72.8K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.5K- 73.14% |
$472K - $511K
|
6.79K
$177K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19.2K- 71.61% |
$490K - $530K
|
7.61K
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.9K- 1.97% |
$509K - $551K
|
994K
$25.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-20.6K- 98.27% |
$527K - $570K
|
364
$9.47K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-21K- 48.56% |
$536K - $580K
|
22.2K
$578K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.5K- 7.95% |
$574K - $621K
|
260K
$6.77M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-22.7K- 96.74% |
$579K - $627K
|
764
$19.9K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-23.6K- 58.55% |
$603K - $652K
|
16.7K
$435K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-24.7K- 3.77% |
$630K - $682K
|
629K
$16.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-26.9K- 90.89% |
$686K - $742K
|
2.69K
$70K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-28K- 75.72% |
$715K - $774K
|
8.97K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-30.9K- 23.42% |
$789K - $854K
|
101K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-34.8K- 17.36% |
$889K - $962K
|
166K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-36.1K- 1.98% |
$921K - $997K
|
1.79M
$46.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37.2K- 83.38% |
$949K - $1.03M
|
7.41K
$193K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-38.1K- 58.88% |
$972K - $1.05M
|
26.6K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-38.9K- 1.55% |
$993K - $1.08M
|
2.47M
$64.2M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-42.8K- 22.3% |
$1.09M - $1.18M
|
149K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-46.6K- 20.57% |
$1.19M - $1.29M
|
180K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-47.7K- 52.19% |
$1.22M - $1.32M
|
43.7K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-62.3K- 40.43% |
$1.59M - $1.72M
|
91.7K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-62.6K- 48.08% |
$1.6M - $1.73M
|
67.6K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-66.2K- 11.07% |
$1.69M - $1.83M
|
532K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-71.8K- 60.71% |
$1.83M - $1.98M
|
46.5K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-72.4K- 99.53% |
$1.85M - $2M
|
345
$8.97K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-73.7K- 42.71% |
$1.88M - $2.04M
|
98.9K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-74.3K- 51.71% |
$1.9M - $2.05M
|
69.4K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79.4K- 46.31% |
$2.03M - $2.19M
|
92.1K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-80.8K- 18.49% |
$2.06M - $2.23M
|
356K
$9.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-87.9K- 70.13% |
$2.24M - $2.43M
|
37.4K
$974K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-92.1K- 78.89% |
$2.35M - $2.55M
|
24.6K
$641K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-101K- 1.83% |
$2.59M - $2.8M
|
5.44M
$141M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-102K- 80.95% |
$2.6M - $2.81M
|
23.9K
$622K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-103K- 38.84% |
$2.62M - $2.84M
|
162K
$4.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-107K- 18.72% |
$2.74M - $2.97M
|
466K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-111K- 18.38% |
$2.83M - $3.06M
|
492K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-130K- 93.58% |
$3.32M - $3.59M
|
8.91K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-140K- 17.14% |
$3.57M - $3.86M
|
675K
$17.6M
|