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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.99K- 23.66% |
$205K - $217K
|
25.8K
$691K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.51K- 13.36% |
$219K - $232K
|
55.2K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.36K- 10.68% |
$240K - $255K
|
78.3K
$2.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.2K- 0.14% |
$313K - $332K
|
8.79M
$236M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-13.3K- 53.91% |
$341K - $361K
|
11.4K
$305K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14.4K- 7.71% |
$369K - $391K
|
172K
$4.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-19.9K- 14.08% |
$511K - $541K
|
121K
$3.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-20.4K- 2.79% |
$523K - $555K
|
711K
$19.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-22K- 15.43% |
$566K - $600K
|
121K
$3.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-23.2K- 97.83% |
$596K - $632K
|
515
$13.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-25.3K- 49.64% |
$649K - $688K
|
25.6K
$688K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-36.6K- 39.17% |
$941K - $997K
|
56.9K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-41K- 14.45% |
$1.05M - $1.12M
|
243K
$6.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-44.8K- 0.85% |
$1.15M - $1.22M
|
5.24M
$141M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-47.3K- 96.27% |
$1.21M - $1.29M
|
1.83K
$49.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-47.6K- 4.28% |
$1.22M - $1.29M
|
1.06M
$28.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.3K- 69.31% |
$1.24M - $1.31M
|
21.4K
$574K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-50.8K- 0.76% |
$1.3M - $1.38M
|
6.67M
$179M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-53K- 76.34% |
$1.36M - $1.44M
|
16.4K
$441K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-73.1K- 44.09% |
$1.88M - $1.99M
|
92.7K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-89.8K- 21.41% |
$2.31M - $2.44M
|
330K
$8.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-90.3K- 25.09% |
$2.32M - $2.46M
|
270K
$7.23M
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-103K- 33.59% |
$2.63M - $2.79M
|
203K
$5.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-200K- 95.49% |
$5.13M - $5.43M
|
9.43K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-277K- 40.24% |
$7.11M - $7.54M
|
411K
$11M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-581K- 68.45% |
$14.9M - $15.8M
|
268K
$7.19M
|