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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.18K+ 2.88% |
$30.3K - $32.1K
|
42.1K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
556New |
$14.3K - $15.1K
|
556
$15.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.46KNew |
$37.4K - $39.6K
|
1.46K
$39.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
87.7K+ 2.26% |
$2.25M - $2.39M
|
3.96M
$108M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.34K+ 34.97% |
$240K - $254K
|
36.1K
$986K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
190K+ 4.96% |
$4.89M - $5.18M
|
4.03M
$110M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-7- 0.04% |
$180 - $190
|
17.3K
$473K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
77.5K+ 9.35% |
$1.99M - $2.11M
|
906K
$24.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
130New |
$3.34K - $3.54K
|
130
$3.55K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13K+ 5.46% |
$334K - $354K
|
252K
$6.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
490New |
$12.6K - $13.3K
|
490
$13.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-22K- 15.43% |
$566K - $600K
|
121K
$3.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-5.75K- 5.89% |
$147K - $156K
|
91.8K
$2.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-73.1K- 44.09% |
$1.88M - $1.99M
|
92.7K
$2.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
46.3K+ 24.44% |
$1.19M - $1.26M
|
236K
$6.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.9K+ 10.77% |
$382K - $405K
|
153K
$4.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
76+ 0.36% |
$1.95K - $2.07K
|
21.3K
$582K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
26New |
$667 - $707
|
26
$711
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
7.26K+ 2.06% |
$186K - $197K
|
360K
$9.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-581K- 68.45% |
$14.9M - $15.8M
|
268K
$7.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
8.23K+ 14.79% |
$211K - $224K
|
63.8K
$1.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.31K+ 13.82% |
$111K - $117K
|
35.5K
$969K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
96.3K+ 11.35% |
$2.47M - $2.62M
|
945K
$25.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
237New |
$6.08K - $6.45K
|
237
$6.48K
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-294- 0.82% |
$7.55K - $8K
|
35.5K
$972K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-451- 0.38% |
$11.6K - $12.3K
|
119K
$3.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.84K+ 1.12% |
$47.3K - $50.1K
|
166K
$4.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.04K- 4.44% |
$26.7K - $28.3K
|
22.4K
$612K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
341New |
$8.75K - $9.28K
|
341
$9.32K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
67.9K+ 7.01% |
$1.74M - $1.85M
|
1.04M
$28.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-277K- 40.24% |
$7.11M - $7.54M
|
411K
$11.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-75- 98.68% |
$1.93K - $2.04K
|
1
$27.3
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.43K- 36.33% |
$88K - $93.2K
|
6.01K
$164K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29+ 14.95% |
$744 - $789
|
223
$6.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
70New |
$1.8K - $1.9K
|
70
$1.91K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-5.35K- 19.27% |
$137K - $146K
|
22.4K
$613K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
539+ 2.54% |
$13.8K - $14.7K
|
21.7K
$594K
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-103K- 33.59% |
$2.63M - $2.79M
|
203K
$5.55M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 1.69% |
$25.7 - $27.2
|
60
$1.64K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-393- 15.81% |
$10.1K - $10.7K
|
2.09K
$57.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-36.6K- 39.17% |
$941K - $997K
|
56.9K
$1.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.64K+ 66.55% |
$145K - $153K
|
14.1K
$386K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
41.8K+ 336.2% |
$1.07M - $1.14M
|
54.3K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.02K+ 10.59% |
$180K - $191K
|
73.3K
$2M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
295K+ 11.19% |
$7.57M - $8.02M
|
2.93M
$80.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.18K+ 11.27% |
$55.9K - $59.2K
|
21.5K
$587K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
2.41K+ 5.97% |
$61.9K - $65.7K
|
42.8K
$1.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
29.6K+ 6.22% |
$760K - $805K
|
506K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.51K- 13.36% |
$219K - $232K
|
55.2K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
44.7KNew |
$1.15M - $1.22M
|
44.7K
$1.22M
|