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 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
8.29KNew |
$212K - $229K
|
8.29K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
950K+ 3630.9% |
$24.3M - $26.3M
|
976K
$25.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-5.08K- 31.59% |
$130K - $140K
|
11K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.43K- 84.29% |
$62.1K - $67.2K
|
453
$11.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.2K+ 34.03% |
$566K - $613K
|
87.3K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
96New |
$2.45K - $2.65K
|
96
$2.53K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
373K+ 37.49% |
$9.54M - $10.3M
|
1.37M
$36.1M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.46K+ 14.84% |
$114K - $123K
|
34.5K
$909K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-34.8K- 17.36% |
$889K - $962K
|
166K
$4.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.01K- 95.03% |
$51.3K - $55.5K
|
105
$2.76K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-5.35K- 34.75% |
$137K - $148K
|
10K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-3.72K- 10.58% |
$94.9K - $103K
|
31.4K
$827K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
216KNew |
$5.51M - $5.96M
|
216K
$5.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.02K- 99.9% |
$26K - $28.2K
|
1
$26.3
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
212K+ 42.67% |
$5.4M - $5.85M
|
707K
$18.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.4K+ 34.59% |
$342K - $370K
|
52.1K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
372K+ 97.95% |
$9.5M - $10.3M
|
751K
$19.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.54K- 2.68% |
$64.7K - $70.1K
|
92K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.58KNew |
$194K - $209K
|
7.58K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-747- 8.09% |
$19.1K - $20.6K
|
8.49K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
5.78K+ 3.31% |
$148K - $160K
|
180K
$4.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-87.9K- 70.13% |
$2.24M - $2.43M
|
37.4K
$986K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.32K+ 9.55% |
$84.8K - $91.7K
|
38.1K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.71K+ 5.6% |
$223K - $241K
|
164K
$4.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.9K- 1.97% |
$509K - $551K
|
994K
$26.2M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
37.2K+ 13.04% |
$950K - $1.03M
|
322K
$8.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-159- 0.65% |
$4.06K - $4.39K
|
24.1K
$635K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-7.7K- 18.26% |
$197K - $213K
|
34.4K
$907K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
13.9K+ 14.36% |
$356K - $385K
|
111K
$2.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
45.9KNew |
$1.17M - $1.27M
|
45.9K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 0.8% |
$60.4K - $65.3K
|
298K
$7.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-92.1K- 78.89% |
$2.35M - $2.55M
|
24.6K
$649K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-2.78K- 26.48% |
$71K - $76.8K
|
7.72K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
38.6K+ 23.11% |
$987K - $1.07M
|
206K
$5.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
7.88K+ 470.99% |
$201K - $218K
|
9.55K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-103K- 38.84% |
$2.62M - $2.84M
|
162K
$4.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
82.6K+ 29.76% |
$2.11M - $2.28M
|
360K
$9.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
15.2K+ 15.18% |
$389K - $420K
|
115K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.14K- 6.1% |
$29.2K - $31.6K
|
17.6K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-297- 0.44% |
$7.59K - $8.21K
|
66.7K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.05M- 96.24% |
$52.5M - $56.8M
|
80.2K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.88K+ 10.07% |
$48K - $52K
|
20.6K
$541K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.99K+ 3.96% |
$102K - $110K
|
105K
$2.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70.4K+ 29.88% |
$1.8M - $1.95M
|
306K
$8.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.96K- 4.84% |
$50K - $54.1K
|
38.5K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.31K+ 19.38% |
$136K - $147K
|
32.7K
$861K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
43KNew |
$1.1M - $1.19M
|
43K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.05K- 2.73% |
$26.7K - $28.9K
|
37.2K
$979K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
28.3K+ 101.21% |
$724K - $784K
|
56.4K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-17.2K- 19.1% |
$439K - $475K
|
72.8K
$1.92M
|