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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-10.1K- 42.04% |
$258K - $282K
|
14K
$368K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-29.5K- 2.58% |
$752K - $819K
|
1.11M
$29.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
9.69K+ 8.39% |
$247K - $269K
|
125K
$3.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4New |
$102 - $111
|
4
$105
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
706New |
$18K - $19.6K
|
706
$18.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.64K- 14.17% |
$41.8K - $45.5K
|
9.93K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.59K+ 17.85% |
$91.6K - $99.8K
|
23.7K
$625K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
213New |
$5.43K - $5.92K
|
213
$5.61K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16.5K- 64.44% |
$419K - $457K
|
9.08K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.1K- 75.17% |
$717K - $782K
|
9.3K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-280Closed |
$7.13K - $7.78K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.43K+ 32.01% |
$61.8K - $67.4K
|
10K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.5K- 6.99% |
$63.8K - $69.5K
|
33.3K
$877K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.41K+ 4.5% |
$86.9K - $94.8K
|
79.2K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
550New |
$14K - $15.3K
|
550
$14.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.6K+ 20.45% |
$91.8K - $100K
|
21.2K
$559K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.62K+ 3.04% |
$41.2K - $44.9K
|
54.8K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
106K+ 107.73% |
$2.7M - $2.95M
|
204K
$5.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6.85K- 71.7% |
$174K - $190K
|
2.7K
$71.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
717+ 4.74% |
$18.3K - $19.9K
|
15.9K
$417K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.42% |
$76.4 - $83.3
|
719
$18.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
69.2K+ 7.7% |
$1.76M - $1.92M
|
969K
$25.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-83.6K- 28.07% |
$2.13M - $2.32M
|
214K
$5.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11.8K+ 45.52% |
$300K - $327K
|
37.6K
$991K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
311K+ 4.57% |
$7.93M - $8.64M
|
7.11M
$187M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9.05K- 12.44% |
$231K - $252K
|
63.7K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99.8K+ 27.19% |
$2.54M - $2.77M
|
467K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
767+ 3.23% |
$19.5K - $21.3K
|
24.5K
$644K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
75.6K+ 21.01% |
$1.93M - $2.1M
|
436K
$11.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
19KNew |
$483K - $526K
|
19K
$499K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13K+ 43.31% |
$330K - $360K
|
42.9K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-152K- 61.97% |
$3.87M - $4.21M
|
93.1K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-100K- 60.6% |
$2.56M - $2.79M
|
65.3K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
18.5K+ 11.45% |
$471K - $514K
|
180K
$4.74M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-6.99K- 21.39% |
$178K - $194K
|
25.7K
$676K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-85- 1.03% |
$2.17K - $2.36K
|
8.21K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.88K- 39.04% |
$175K - $191K
|
10.8K
$283K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
239New |
$6.09K - $6.64K
|
239
$6.29K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
181K+ 58.99% |
$4.6M - $5.02M
|
487K
$12.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.9K+ 54.98% |
$534K - $582K
|
59K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19.4K+ 1232.45% |
$496K - $540K
|
21K
$553K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-145K- 14.59% |
$3.69M - $4.03M
|
849K
$22.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
63.1KNew |
$1.61M - $1.75M
|
63.1K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
98.5KNew |
$2.51M - $2.74M
|
98.5K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
15K+ 4.66% |
$383K - $417K
|
338K
$8.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26.4KNew |
$672K - $733K
|
26.4K
$694K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.4KNew |
$418K - $456K
|
16.4K
$432K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14.1KNew |
$359K - $391K
|
14.1K
$371K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-415- 0.37% |
$10.6K - $11.5K
|
111K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-9.79K- 1.06% |
$249K - $272K
|
918K
$24.2M
|