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 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-834- 1.69% |
$21.3K - $23.2K
|
48.4K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-864- 2.75% |
$22K - $24K
|
30.5K
$819K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-962- 10.64% |
$24.5K - $26.7K
|
8.08K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-986- 0.72% |
$25.1K - $27.4K
|
137K
$3.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.07K- 15.59% |
$27.4K - $29.8K
|
5.82K
$156K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 0.9% |
$30.7K - $33.4K
|
133K
$3.57M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.36K- 5.33% |
$34.5K - $37.6K
|
24.1K
$645K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 6.88% |
$35K - $38.2K
|
18.6K
$499K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.42K- 7.73% |
$36.3K - $39.5K
|
17K
$456K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.52K- 11.82% |
$38.8K - $42.3K
|
11.3K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.53K- 8.08% |
$39.1K - $42.6K
|
17.4K
$468K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.64K- 14.17% |
$41.8K - $45.5K
|
9.93K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.72K- 1.15% |
$43.9K - $47.9K
|
148K
$3.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.86K- 13.93% |
$47.5K - $51.8K
|
11.5K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.88K- 14.04% |
$47.8K - $52.1K
|
11.5K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.9K- 3.68% |
$48.4K - $52.8K
|
49.7K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 4.4% |
$49K - $53.4K
|
41.8K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.25K- 91.46% |
$57.3K - $62.5K
|
210
$5.63K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.33K- 18.39% |
$59.2K - $64.6K
|
10.3K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.4K- 18.69% |
$61.1K - $66.6K
|
10.4K
$280K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.42K- 68.64% |
$61.7K - $67.3K
|
1.11K
$29.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.5K- 6.99% |
$63.8K - $69.5K
|
33.3K
$894K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-2.56K- 8.45% |
$65.3K - $71.2K
|
27.8K
$745K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.66K- 0.44% |
$67.7K - $73.8K
|
601K
$16.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.94K- 97.9% |
$74.9K - $81.6K
|
63
$1.69K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.2K- 2.39% |
$81.5K - $88.9K
|
131K
$3.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.58K- 54.08% |
$91.1K - $99.3K
|
3.04K
$81.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.73K- 10.94% |
$95K - $104K
|
30.4K
$815K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.96K- 0.85% |
$101K - $110K
|
463K
$12.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.4K- 4.78% |
$112K - $122K
|
87.7K
$2.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.65K- 12.07% |
$118K - $129K
|
33.9K
$909K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.78K- 22.64% |
$122K - $133K
|
16.3K
$438K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5.53K- 59.49% |
$141K - $154K
|
3.77K
$101K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.81K- 19.13% |
$148K - $162K
|
24.6K
$659K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.57K- 6.73% |
$167K - $182K
|
91K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6.71K- 8.63% |
$171K - $186K
|
71K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6.85K- 71.7% |
$174K - $190K
|
2.7K
$72.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.88K- 39.04% |
$175K - $191K
|
10.8K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-6.99K- 21.39% |
$178K - $194K
|
25.7K
$689K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.76K- 50.0% |
$198K - $216K
|
7.76K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.79K- 2.56% |
$198K - $216K
|
297K
$7.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8.1K- 9.41% |
$206K - $225K
|
78K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-8.29K- 50.23% |
$211K - $230K
|
8.22K
$220K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.4K- 10.23% |
$214K - $233K
|
73.7K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.52K- 6.16% |
$217K - $237K
|
130K
$3.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8.82K- 0.36% |
$225K - $245K
|
2.46M
$65.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9.05K- 12.44% |
$231K - $252K
|
63.7K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-9.79K- 1.06% |
$249K - $272K
|
918K
$24.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-10.1K- 42.04% |
$258K - $282K
|
14K
$375K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-11.8K- 34.12% |
$299K - $326K
|
22.7K
$609K
|