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 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-2.56K- 8.45% |
$65.3K - $71.2K
|
27.8K
$731K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.66K- 0.44% |
$67.7K - $73.8K
|
601K
$15.8M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6.85K- 71.7% |
$174K - $190K
|
2.7K
$71.1K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.88K- 39.04% |
$175K - $191K
|
10.8K
$283K
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-6.99K- 21.39% |
$178K - $194K
|
25.7K
$676K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9.05K- 12.44% |
$231K - $252K
|
63.7K
$1.68M
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-9.79K- 1.06% |
$249K - $272K
|
918K
$24.2M
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-10.1K- 42.04% |
$258K - $282K
|
14K
$368K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-16K- 28.32% |
$407K - $443K
|
40.4K
$1.06M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16.5K- 64.44% |
$419K - $457K
|
9.08K
$239K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.1K- 75.17% |
$717K - $782K
|
9.3K
$245K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-29.5K- 2.58% |
$752K - $819K
|
1.11M
$29.3M
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-83.6K- 28.07% |
$2.13M - $2.32M
|
214K
$5.64M
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-100K- 60.6% |
$2.56M - $2.79M
|
65.3K
$1.72M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-145K- 14.59% |
$3.69M - $4.03M
|
849K
$22.3M
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-152K- 61.97% |
$3.87M - $4.21M
|
93.1K
$2.45M
|