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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19.2K- 71.61% |
$490K - $530K
|
7.61K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10.5KNew |
$269K - $291K
|
10.5K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
111New |
$2.83K - $3.07K
|
111
$3.03K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
499+ 66.62% |
$12.7K - $13.8K
|
1.25K
$34.1K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
703+ 35150.0% |
$18K - $19.4K
|
705
$19.3K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-920- 99.03% |
$23.5K - $25.4K
|
9
$246
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-333K- 42.19% |
$8.49M - $9.19M
|
456K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
90New |
$2.3K - $2.49K
|
90
$2.46K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-459- 4.88% |
$11.7K - $12.7K
|
8.95K
$245K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.07M- 96.33% |
$78.4M - $84.8M
|
117K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.6KNew |
$296K - $320K
|
11.6K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
3.08K+ 29.01% |
$78.6K - $85K
|
13.7K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2KNew |
$261K - $283K
|
10.2K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
523KNew |
$13.3M - $14.4M
|
523K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.92K- 15.32% |
$48.9K - $53K
|
10.6K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
280+ 11.28% |
$7.15K - $7.74K
|
2.76K
$75.5K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-12.8K- 27.6% |
$327K - $354K
|
33.6K
$919K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-55- 0.1% |
$1.4K - $1.52K
|
56.6K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-9- 15.79% |
$230 - $249
|
48
$1.31K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18.8KNew |
$480K - $519K
|
18.8K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
62.1KNew |
$1.59M - $1.72M
|
62.1K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13New |
$332 - $359
|
13
$355
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-121- 96.03% |
$3.09K - $3.34K
|
5
$137
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.91K- 37.4% |
$176K - $191K
|
11.6K
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.02KNew |
$154K - $166K
|
6.02K
$164K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.4KNew |
$264K - $286K
|
10.4K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
800+ 20000.0% |
$20.4K - $22.1K
|
804
$22K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-20.6K- 98.27% |
$527K - $570K
|
364
$9.95K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
100New |
$2.55K - $2.76K
|
100
$2.73K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.34KNew |
$34.3K - $37.1K
|
1.34K
$36.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
582New |
$14.9K - $16.1K
|
582
$15.9K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-34- 5.54% |
$868 - $940
|
580
$15.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-71- 0.81% |
$1.81K - $1.96K
|
8.74K
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.16K- 8.3% |
$29.6K - $32K
|
12.8K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.07K- 7.69% |
$78.3K - $84.8K
|
36.8K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
11.2KNew |
$286K - $309K
|
11.2K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-358- 26.25% |
$9.14K - $9.9K
|
1.01K
$27.5K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
100+ 0.33% |
$2.55K - $2.76K
|
30.2K
$826K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-525K- 44.66% |
$13.4M - $14.5M
|
650K
$17.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
16.1K+ 8.76% |
$410K - $444K
|
199K
$5.45M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.98K- 7.13% |
$76.2K - $82.5K
|
38.9K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-855- 0.32% |
$21.8K - $23.6K
|
265K
$7.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
620+ 269.57% |
$15.8K - $17.1K
|
850
$23.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-3.01K- 23.88% |
$76.8K - $83.2K
|
9.59K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-5.08K- 31.59% |
$130K - $140K
|
11K
$300K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.43K- 84.29% |
$62.1K - $67.2K
|
453
$12.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.2K+ 34.03% |
$566K - $613K
|
87.3K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
96New |
$2.45K - $2.65K
|
96
$2.62K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-5.35K- 34.75% |
$137K - $148K
|
10K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
216KNew |
$5.51M - $5.96M
|
216K
$5.89M
|