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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
9.28K+ 0.91% |
$237K - $258K
|
1.03M
$27.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.7K+ 11.2% |
$400K - $437K
|
156K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.33K+ 28.83% |
$59.3K - $64.6K
|
10.4K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
162New |
$4.13K - $4.5K
|
162
$4.39K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.36M- 96.14% |
$60.2M - $65.7M
|
95K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
88.7K+ 33.64% |
$2.26M - $2.46M
|
352K
$9.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-60.6K- 27.46% |
$1.54M - $1.68M
|
160K
$4.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
90.9KNew |
$2.32M - $2.52M
|
90.9K
$2.46M
|
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-37K- 8.35% |
$943K - $1.03M
|
406K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
338K+ 45.02% |
$8.62M - $9.4M
|
1.09M
$29.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.14% |
$535 - $583
|
14.9K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-28K- 5.27% |
$714K - $778K
|
504K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.33K- 18.39% |
$59.2K - $64.6K
|
10.3K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.9K- 3.68% |
$48.4K - $52.8K
|
49.7K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
11.3K+ 29.71% |
$288K - $314K
|
49.3K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.42K- 7.73% |
$36.3K - $39.5K
|
17K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-12.7K- 34.29% |
$324K - $353K
|
24.3K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
23.1K+ 23.26% |
$589K - $642K
|
122K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.61M+ 3.35% |
$41M - $44.7M
|
49.6M
$1.34B
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.3KNew |
$261K - $285K
|
10.3K
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.4K+ 50.69% |
$289K - $315K
|
33.8K
$915K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.52K- 11.82% |
$38.8K - $42.3K
|
11.3K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
7.61K+ 15.93% |
$194K - $211K
|
55.4K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.13K+ 11.76% |
$156K - $170K
|
58.3K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.4K- 10.62% |
$495K - $539K
|
163K
$4.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.44K+ 14.74% |
$164K - $179K
|
50.1K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-78.6K- 39.69% |
$2M - $2.18M
|
119K
$3.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.29M- 12.05% |
$32.8M - $35.7M
|
9.38M
$254M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.99K+ 75.87% |
$204K - $222K
|
18.5K
$502K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10K+ 8.34% |
$255K - $278K
|
130K
$3.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.6K+ 7.46% |
$449K - $490K
|
254K
$6.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.38K+ 176.84% |
$60.5K - $66K
|
3.72K
$101K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
134+ 3.39% |
$3.41K - $3.72K
|
4.08K
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
181New |
$4.61K - $5.03K
|
181
$4.91K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
84+ 58.74% |
$2.14K - $2.33K
|
227
$6.15K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-55.6K- 37.27% |
$1.42M - $1.54M
|
93.5K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
52.9K+ 7.48% |
$1.35M - $1.47M
|
760K
$20.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
109K+ 31492.17% |
$2.77M - $3.02M
|
109K
$2.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.78K- 22.64% |
$122K - $133K
|
16.3K
$443K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
99+ 22.35% |
$2.52K - $2.75K
|
542
$14.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-17.4K- 3.38% |
$444K - $484K
|
498K
$13.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
81.7K+ 8.37% |
$2.08M - $2.27M
|
1.06M
$28.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 4.4% |
$49K - $53.4K
|
41.8K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-59.3K- 8.66% |
$1.51M - $1.65M
|
626K
$17M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
121K+ 3.25% |
$3.08M - $3.36M
|
3.84M
$104M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
8.57K+ 68.03% |
$218K - $238K
|
21.2K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 0.9% |
$30.7K - $33.4K
|
133K
$3.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
241K+ 40.95% |
$6.14M - $6.69M
|
829K
$22.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
706New |
$18K - $19.6K
|
706
$19.1K
|