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 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
81+ 1.39% |
$2.08K - $2.2K
|
5.9K
$158K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
78+ 3.71% |
$2K - $2.12K
|
2.18K
$58.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
76+ 0.36% |
$1.95K - $2.07K
|
21.3K
$571K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
70New |
$1.8K - $1.9K
|
70
$1.88K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
62+ 21.09% |
$1.59K - $1.69K
|
356
$9.55K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
58New |
$1.49K - $1.58K
|
58
$1.56K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
55New |
$1.41K - $1.5K
|
55
$1.48K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29+ 14.95% |
$744 - $789
|
223
$5.98K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
26New |
$667 - $707
|
26
$698
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
19+ 0.07% |
$488 - $517
|
28.2K
$756K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.99% |
$103 - $109
|
409
$11K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.34% |
$51.3 - $54.4
|
582
$15.6K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 1.69% |
$25.7 - $27.2
|
60
$1.61K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-7- 0.04% |
$180 - $190
|
17.3K
$465K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-39- 40.63% |
$1K - $1.06K
|
57
$1.53K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-75- 98.68% |
$1.93K - $2.04K
|
1
$26.8
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-147- 0.48% |
$3.77K - $4K
|
30.4K
$816K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-230- 2.62% |
$5.9K - $6.26K
|
8.56K
$230K
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-294- 0.82% |
$7.55K - $8K
|
35.5K
$954K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-314- 0.37% |
$8.06K - $8.54K
|
83.7K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-321- 3.91% |
$8.24K - $8.73K
|
7.89K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-325- 12.07% |
$8.34K - $8.84K
|
2.37K
$63.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-393- 15.81% |
$10.1K - $10.7K
|
2.09K
$56.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-417- 37.67% |
$10.7K - $11.3K
|
690
$18.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-451- 0.38% |
$11.6K - $12.3K
|
119K
$3.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-572- 0.88% |
$14.7K - $15.6K
|
64.7K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
SELL
|
- |
-584- 0.18% |
$15K - $15.9K
|
332K
$8.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-687- 29.52% |
$17.6K - $18.7K
|
1.64K
$44K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-744- 16.05% |
$19.1K - $20.2K
|
3.89K
$104K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-815- 22.0% |
$20.9K - $22.2K
|
2.89K
$77.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-996- 0.46% |
$25.6K - $27.1K
|
213K
$5.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.04K- 4.44% |
$26.7K - $28.3K
|
22.4K
$601K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 14.34% |
$34.3K - $36.3K
|
7.98K
$214K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.35K- 2.0% |
$34.7K - $36.8K
|
66.1K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.45K- 2.45% |
$37.2K - $39.4K
|
57.7K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.61K- 2.77% |
$41.4K - $43.9K
|
56.6K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.13K- 2.73% |
$54.6K - $57.9K
|
75.9K
$2.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.69K- 1.9% |
$69.1K - $73.2K
|
139K
$3.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.74K- 5.96% |
$70.3K - $74.5K
|
43.2K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.88K- 8.5% |
$73.9K - $78.3K
|
31K
$831K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-3.01K- 14.33% |
$77.3K - $81.9K
|
18K
$483K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.4K- 18.25% |
$87.1K - $92.4K
|
15.2K
$408K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.43K- 36.33% |
$88K - $93.2K
|
6.01K
$161K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-4.21K- 9.92% |
$108K - $115K
|
38.3K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-5K- 20.79% |
$128K - $136K
|
19.1K
$511K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-5.35K- 19.27% |
$137K - $146K
|
22.4K
$601K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-5.45K- 22.37% |
$140K - $148K
|
18.9K
$507K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-5.75K- 5.89% |
$147K - $156K
|
91.8K
$2.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-6.07K- 36.56% |
$156K - $165K
|
10.5K
$283K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-6.52K- 1.0% |
$167K - $177K
|
644K
$17.3M
|