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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
134+ 3.39% |
$3.41K - $3.72K
|
4.08K
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
130New |
$3.31K - $3.61K
|
130
$3.49K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
119New |
$3.03K - $3.31K
|
119
$3.19K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
100New |
$2.55K - $2.78K
|
100
$2.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
99+ 22.35% |
$2.52K - $2.75K
|
542
$14.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
98New |
$2.5K - $2.72K
|
98
$2.63K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
84+ 58.74% |
$2.14K - $2.33K
|
227
$6.09K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
76+ 0.87% |
$1.94K - $2.11K
|
8.79K
$236K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
76New |
$1.94K - $2.11K
|
76
$2.04K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
75+ 7500.0% |
$1.91K - $2.08K
|
76
$2.04K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
75+ 18.66% |
$1.91K - $2.08K
|
477
$12.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
72+ 189.47% |
$1.83K - $2K
|
110
$2.95K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
70+ 0.2% |
$1.78K - $1.94K
|
35.8K
$962K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
54+ 771.43% |
$1.38K - $1.5K
|
61
$1.64K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33+ 0.16% |
$841 - $917
|
21.2K
$569K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
26+ 81.25% |
$662 - $722
|
58
$1.56K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.14% |
$535 - $583
|
14.9K
$401K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4New |
$102 - $111
|
4
$107
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4New |
$102 - $111
|
4
$107
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.42% |
$76.4 - $83.3
|
719
$19.3K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3+ 0.03% |
$76.4 - $83.3
|
9.43K
$253K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 1.72% |
$25.5 - $27.8
|
59
$1.58K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13- 52.0% |
$331 - $361
|
12
$322
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-15- 44.12% |
$382 - $417
|
19
$510
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-21- 0.51% |
$535 - $583
|
4.11K
$110K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-65- 38.01% |
$1.66K - $1.81K
|
106
$2.84K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-85- 1.03% |
$2.17K - $2.36K
|
8.21K
$220K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-89- 0.69% |
$2.27K - $2.47K
|
12.8K
$344K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-105- 0.6% |
$2.68K - $2.92K
|
17.3K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-111- 0.95% |
$2.83K - $3.08K
|
11.6K
$311K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-112- 21.83% |
$2.85K - $3.11K
|
401
$10.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-133- 0.46% |
$3.39K - $3.69K
|
28.8K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-137- 0.54% |
$3.49K - $3.81K
|
25K
$672K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-145- 0.24% |
$3.69K - $4.03K
|
59.2K
$1.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-151- 1.88% |
$3.85K - $4.19K
|
7.88K
$211K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-204- 0.5% |
$5.2K - $5.67K
|
40.9K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-220- 4.07% |
$5.61K - $6.11K
|
5.19K
$139K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-249- 2.28% |
$6.34K - $6.92K
|
10.7K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-280Closed |
$7.13K - $7.78K
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-335- 2.63% |
$8.54K - $9.31K
|
12.4K
$333K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-353- 1.59% |
$8.99K - $9.81K
|
21.9K
$587K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-367- 12.86% |
$9.35K - $10.2K
|
2.49K
$66.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-415- 0.37% |
$10.6K - $11.5K
|
111K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-420- 4.72% |
$10.7K - $11.7K
|
8.48K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-482- 91.46% |
$12.3K - $13.4K
|
45
$1.21K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-517- 6.09% |
$13.2K - $14.4K
|
7.97K
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-520- 0.7% |
$13.2K - $14.4K
|
74.1K
$1.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-547- 52.65% |
$13.9K - $15.2K
|
492
$13.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-785- 1.81% |
$20K - $21.8K
|
42.5K
$1.14M
|