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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.83K+ 5.21% |
$150K - $159K
|
118K
$3.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-47.6K- 4.28% |
$1.22M - $1.29M
|
1.06M
$29.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.99% |
$103 - $109
|
409
$11.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-50.8K- 0.76% |
$1.3M - $1.38M
|
6.67M
$182M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
502+ 12.93% |
$12.9K - $13.7K
|
4.38K
$120K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
398K+ 53.35% |
$10.2M - $10.8M
|
1.14M
$31.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-744- 16.05% |
$19.1K - $20.2K
|
3.89K
$106K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.3K- 69.31% |
$1.24M - $1.31M
|
21.4K
$585K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-39- 40.63% |
$1K - $1.06K
|
57
$1.56K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14.4K- 7.71% |
$369K - $391K
|
172K
$4.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12.2KNew |
$313K - $332K
|
12.2K
$333K
|
|
|
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
|