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 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
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.4K+ 160.51% |
$800K - $872K
|
50.9K
$1.34M
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
4.84K+ 7.39% |
$123K - $134K
|
70.3K
$1.85M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.66K- 0.44% |
$67.7K - $73.8K
|
601K
$15.8M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-112- 21.83% |
$2.85K - $3.11K
|
401
$10.6K
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-2.56K- 8.45% |
$65.3K - $71.2K
|
27.8K
$731K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-16K- 28.32% |
$407K - $443K
|
40.4K
$1.06M
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
454+ 2.21% |
$11.6K - $12.6K
|
21K
$553K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.09K+ 5.97% |
$27.7K - $30.2K
|
19.3K
$508K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 6.88% |
$35K - $38.2K
|
18.6K
$490K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
257+ 28.03% |
$6.55K - $7.14K
|
1.17K
$30.9K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-89- 0.69% |
$2.27K - $2.47K
|
12.8K
$337K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
10.7KNew |
$272K - $296K
|
10.7K
$281K
|
|
Q1 2025 | |||||||
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2.88K+ 6.95% |
$73.5K - $79.5K
|
44.3K
$1.17M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
76New |
$1.94K - $2.1K
|
76
$2K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.1K+ 2631.94% |
$514K - $556K
|
20.9K
$549K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.66K+ 6.47% |
$67.8K - $73.4K
|
43.7K
$1.15M
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
126K+ 64.11% |
$3.21M - $3.47M
|
322K
$8.47M
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
10.9KNew |
$279K - $302K
|
10.9K
$288K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-879- 19.94% |
$22.4K - $24.3K
|
3.53K
$92.9K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.41KNew |
$189K - $205K
|
7.41K
$195K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37.2K- 83.38% |
$949K - $1.03M
|
7.41K
$195K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
504K+ 95.91% |
$12.9M - $13.9M
|
1.03M
$27.1M
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.5KNew |
$89.4K - $96.7K
|
3.5K
$92.1K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
59.4K+ 72397.56% |
$1.52M - $1.64M
|
59.4K
$1.56M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 18.22% |
$303K - $328K
|
53.2K
$1.4M
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.36M+ 2.35% |
$34.6M - $37.5M
|
59.1M
$1.56B
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-3.9K- 34.67% |
$99.7K - $108K
|
7.36K
$194K
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.3K+ 46.76% |
$288K - $311K
|
35.3K
$930K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.8K+ 26.94% |
$378K - $410K
|
69.8K
$1.84M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
801+ 9.28% |
$20.5K - $22.1K
|
9.43K
$248K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-111K- 18.38% |
$2.83M - $3.06M
|
492K
$12.9M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-399K- 47.08% |
$10.2M - $11M
|
449K
$11.8M
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
7.24K+ 9.73% |
$185K - $200K
|
81.7K
$2.15M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-74.3K- 51.71% |
$1.9M - $2.05M
|
69.4K
$1.83M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 17.99% |
$260K - $281K
|
66.7K
$1.76M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.5M- 12.18% |
$38.3M - $41.4M
|
10.8M
$284M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-610K- 18.08% |
$15.6M - $16.9M
|
2.76M
$72.7M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.56K+ 8.33% |
$39.9K - $43.2K
|
20.3K
$535K
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
276KNew |
$7.05M - $7.63M
|
276K
$7.26M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-102K- 80.95% |
$2.6M - $2.81M
|
23.9K
$630K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
79.3K+ 55.99% |
$2.02M - $2.19M
|
221K
$5.81M
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.3K+ 9.19% |
$110K - $119K
|
51.1K
$1.34M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
82.1KNew |
$2.1M - $2.27M
|
82.1K
$2.16M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
49.8KNew |
$1.27M - $1.38M
|
49.8K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
220+ 1.17% |
$5.62K - $6.08K
|
19K
$500K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
491K+ 42.53% |
$12.5M - $13.6M
|
1.64M
$43.3M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.39K- 0.51% |
$86.6K - $93.7K
|
657K
$17.3M
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-36.1K- 1.98% |
$921K - $997K
|
1.79M
$47.1M
|