Purchases and Sales Made in Q2 2025 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
474K+ 85.68% |
$12.1M - $13.2M
|
1.03M
$27M
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
435K+ 6.92% |
$11.1M - $12.1M
|
6.72M
$177M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
311K+ 4.57% |
$7.93M - $8.64M
|
7.11M
$187M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
181K+ 58.99% |
$4.6M - $5.02M
|
487K
$12.8M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
106K+ 107.73% |
$2.7M - $2.95M
|
204K
$5.38M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99.8K+ 27.19% |
$2.54M - $2.77M
|
467K
$12.3M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
98.5KNew |
$2.51M - $2.74M
|
98.5K
$2.59M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
75.6K+ 21.01% |
$1.93M - $2.1M
|
436K
$11.5M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
69.2K+ 7.7% |
$1.76M - $1.92M
|
969K
$25.5M
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
66.6K+ 10.72% |
$1.7M - $1.85M
|
688K
$18.1M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
63.1KNew |
$1.61M - $1.75M
|
63.1K
$1.66M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.4K+ 160.51% |
$800K - $872K
|
50.9K
$1.34M
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26.4KNew |
$672K - $733K
|
26.4K
$694K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.9K+ 54.98% |
$534K - $582K
|
59K
$1.55M
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19.4K+ 1232.45% |
$496K - $540K
|
21K
$553K
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
19KNew |
$483K - $526K
|
19K
$499K
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
18.5K+ 11.45% |
$471K - $514K
|
180K
$4.74M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.4KNew |
$418K - $456K
|
16.4K
$432K
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
15K+ 4.66% |
$383K - $417K
|
338K
$8.88M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14.1KNew |
$359K - $391K
|
14.1K
$371K
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13K+ 43.31% |
$330K - $360K
|
42.9K
$1.13M
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11.8K+ 45.52% |
$300K - $327K
|
37.6K
$991K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
10.7KNew |
$272K - $296K
|
10.7K
$281K
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
9.69K+ 8.39% |
$247K - $269K
|
125K
$3.29M
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
4.84K+ 7.39% |
$123K - $134K
|
70.3K
$1.85M
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.6K+ 20.45% |
$91.8K - $100K
|
21.2K
$559K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.59K+ 17.85% |
$91.6K - $99.8K
|
23.7K
$625K
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.41K+ 4.5% |
$86.9K - $94.8K
|
79.2K
$2.08M
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.43K+ 32.01% |
$61.8K - $67.4K
|
10K
$263K
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.62K+ 3.04% |
$41.2K - $44.9K
|
54.8K
$1.44M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.09K+ 5.97% |
$27.7K - $30.2K
|
19.3K
$508K
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
833+ 1.25% |
$21.2K - $23.1K
|
67.5K
$1.78M
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
767+ 3.23% |
$19.5K - $21.3K
|
24.5K
$644K
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
717+ 4.74% |
$18.3K - $19.9K
|
15.9K
$417K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
706New |
$18K - $19.6K
|
706
$18.6K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
550New |
$14K - $15.3K
|
550
$14.5K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
454+ 2.21% |
$11.6K - $12.6K
|
21K
$553K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
257+ 28.03% |
$6.55K - $7.14K
|
1.17K
$30.9K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
239New |
$6.09K - $6.64K
|
239
$6.29K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
213New |
$5.43K - $5.92K
|
213
$5.61K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
139New |
$3.54K - $3.86K
|
139
$3.66K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4New |
$102 - $111
|
4
$105
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.42% |
$76.4 - $83.3
|
719
$18.9K
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-85- 1.03% |
$2.17K - $2.36K
|
8.21K
$216K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-89- 0.69% |
$2.27K - $2.47K
|
12.8K
$337K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-112- 21.83% |
$2.85K - $3.11K
|
401
$10.6K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-280Closed |
$7.13K - $7.78K
|
0
$0
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-415- 0.37% |
$10.6K - $11.5K
|
111K
$2.91M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 6.88% |
$35K - $38.2K
|
18.6K
$490K
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.64K- 14.17% |
$41.8K - $45.5K
|
9.93K
$261K
|