Purchases and Sales Made in Q3 2025 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.24K+ 8.8% |
$237K - $252K
|
114K
$3.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
8.23K+ 14.79% |
$211K - $224K
|
63.8K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
8.21K+ 33.4% |
$211K - $223K
|
32.8K
$880K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
7.26K+ 2.06% |
$186K - $197K
|
360K
$9.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.02K+ 10.59% |
$180K - $191K
|
73.3K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.01K+ 44.21% |
$180K - $191K
|
22.9K
$614K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.83K+ 5.21% |
$150K - $159K
|
118K
$3.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.64K+ 66.55% |
$145K - $153K
|
14.1K
$379K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.31K+ 13.82% |
$111K - $117K
|
35.5K
$951K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.25K+ 15.3% |
$109K - $116K
|
32K
$859K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
3.97K+ 7.64% |
$102K - $108K
|
56K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.94KNew |
$75.5K - $80K
|
2.94K
$78.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2.77K+ 25.97% |
$71.2K - $75.5K
|
13.5K
$361K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.6K+ 17.34% |
$66.7K - $70.7K
|
17.6K
$472K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
2.41K+ 5.97% |
$61.9K - $65.7K
|
42.8K
$1.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.32K+ 3.79% |
$59.6K - $63.2K
|
63.6K
$1.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.31K+ 4.32% |
$59.2K - $62.8K
|
55.8K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.18K+ 11.27% |
$55.9K - $59.2K
|
21.5K
$576K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.99KNew |
$51.1K - $54.2K
|
1.99K
$53.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.84K+ 1.12% |
$47.3K - $50.1K
|
166K
$4.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.71K+ 18.84% |
$43.9K - $46.6K
|
10.8K
$290K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.7K+ 2.42% |
$43.6K - $46.3K
|
72K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.58K+ 19.76% |
$40.5K - $42.9K
|
9.55K
$256K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.46KNew |
$37.4K - $39.6K
|
1.46K
$39.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.35K+ 9.05% |
$34.6K - $36.7K
|
16.3K
$436K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.25KNew |
$32K - $33.9K
|
1.25K
$33.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.18K+ 2.88% |
$30.3K - $32.1K
|
42.1K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
852New |
$21.9K - $23.2K
|
852
$22.9K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
793+ 8.41% |
$20.4K - $21.6K
|
10.2K
$274K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
725+ 0.26% |
$18.6K - $19.7K
|
276K
$7.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
691+ 4.21% |
$17.7K - $18.8K
|
17.1K
$459K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
641New |
$16.5K - $17.4K
|
641
$17.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
588New |
$15.1K - $16K
|
588
$15.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
556New |
$14.3K - $15.1K
|
556
$14.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
539+ 2.54% |
$13.8K - $14.7K
|
21.7K
$583K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
502+ 12.93% |
$12.9K - $13.7K
|
4.38K
$118K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
496+ 2.34% |
$12.7K - $13.5K
|
21.7K
$581K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
490New |
$12.6K - $13.3K
|
490
$13.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
354New |
$9.09K - $9.63K
|
354
$9.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
341New |
$8.75K - $9.28K
|
341
$9.15K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
331+ 4.1% |
$8.5K - $9.01K
|
8.41K
$226K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
293+ 2.08% |
$7.52K - $7.97K
|
14.4K
$386K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
266+ 17.13% |
$6.83K - $7.24K
|
1.82K
$48.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
264+ 123.94% |
$6.78K - $7.18K
|
477
$12.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
237New |
$6.08K - $6.45K
|
237
$6.36K
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
223+ 1.6% |
$5.72K - $6.07K
|
14.2K
$381K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
189New |
$4.85K - $5.14K
|
189
$5.07K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
151+ 1.31% |
$3.88K - $4.11K
|
11.7K
$313K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
130New |
$3.34K - $3.54K
|
130
$3.49K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
125New |
$3.21K - $3.4K
|
125
$3.35K
|