Latest Institutional Transactions on Spdr Portfolio Long Term Treas (SPTL)
This table provides information on the latest institutional transactions involving Spdr Portfolio Long Term Treas (SPTL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-288K- 79.16% |
$7.35M - $7.95M
|
75.8K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
287KNew |
$7.34M - $7.95M
|
287K
$7.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-4.24K- 6.08% |
$108K - $117K
|
65.5K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.37% |
$25.5 - $27.6
|
74
$2K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-30.9K- 23.42% |
$789K - $854K
|
101K
$2.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 13.21% |
$77.6K - $84K
|
20K
$540K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
16K+ 19.37% |
$408K - $441K
|
98.4K
$2.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.69K+ 4.82% |
$68.6K - $74.2K
|
58.4K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-634- 7.67% |
$16.2K - $17.5K
|
7.63K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
513New |
$13.1K - $14.2K
|
513
$13.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-194K- 24.36% |
$4.96M - $5.37M
|
603K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.63K- 5.09% |
$41.5K - $44.9K
|
30.3K
$820K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-385- 3.92% |
$9.83K - $10.6K
|
9.43K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.18K- 4.22% |
$30.2K - $32.7K
|
26.8K
$726K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
387K+ 17.44% |
$9.87M - $10.7M
|
2.6M
$70.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
136New |
$3.47K - $3.76K
|
136
$3.68K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-464K- 46.92% |
$11.9M - $12.8M
|
525K
$14.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.28K- 27.33% |
$83.7K - $90.6K
|
8.72K
$236K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
842+ 114.4% |
$21.5K - $23.3K
|
1.58K
$42.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 57.8% |
$32.1K - $34.7K
|
917
$24.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
218+ 14.17% |
$5.57K - $6.03K
|
1.76K
$47.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
24New |
$613 - $663
|
24
$649
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
489New |
$12.5K - $13.5K
|
489
$13.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.75K+ 25.95% |
$95.8K - $104K
|
18.2K
$492K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
31.1K+ 21.9% |
$795K - $861K
|
173K
$4.69M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
12.2KNew |
$318K - $356K
|
12.2K
$330K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
247New |
$6.43K - $7.2K
|
247
$6.68K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
12.6KNew |
$328K - $368K
|
12.6K
$341K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.12M- 67.69% |
$55.3M - $61.9M
|
1.01M
$27.4M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
12.1KNew |
$316K - $354K
|
12.1K
$328K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
143New |
$3.73K - $4.17K
|
143
$3.87K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-50Closed |
$1.3K - $1.46K
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
40.3KNew |
$1.05M - $1.18M
|
40.3K
$1.09M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.73K- 2.21% |
$44.9K - $50.3K
|
76.2K
$2.06M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
288K+ 11.91% |
$7.51M - $8.41M
|
2.71M
$73.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.46KNew |
$64.1K - $71.8K
|
2.46K
$66.5K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
30.1KNew |
$783K - $877K
|
30.1K
$813K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-10.7K- 19.77% |
$278K - $311K
|
43.3K
$1.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8New |
$208 - $233
|
8
$216
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
26.1KNew |
$680K - $762K
|
26.1K
$706K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-167K- 29.69% |
$4.36M - $4.89M
|
397K
$10.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
61.6KNew |
$1.6M - $1.8M
|
61.6K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12- -0.0% |
$313 - $350
|
602K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-109K- 3.62% |
$2.85M - $3.19M
|
2.91M
$78.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.23K+ 1.26% |
$136K - $153K
|
419K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2.15K+ 0.09% |
$56.1K - $62.8K
|
2.47M
$66.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
23.6KNew |
$614K - $688K
|
23.6K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.43K- 5.62% |
$219K - $246K
|
142K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37.8K+ 31.7% |
$985K - $1.1M
|
157K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
84.6K+ 207.16% |
$2.2M - $2.47M
|
125K
$3.39M
|
|