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 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-66.2K- 11.07% |
$1.69M - $1.83M
|
532K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
788+ 65.23% |
$20.1K - $21.8K
|
2K
$52.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
135New |
$3.45K - $3.73K
|
135
$3.55K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
35.7K+ 84.73% |
$911K - $986K
|
77.7K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
264KNew |
$6.73M - $7.29M
|
264K
$6.94M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
871New |
$22.2K - $24.1K
|
871
$22.9K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
74+ 0.3% |
$1.89K - $2.05K
|
24.6K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-28K- 75.72% |
$715K - $774K
|
8.97K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
40.1K+ 36.41% |
$1.02M - $1.11M
|
150K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
125K+ 321.88% |
$3.19M - $3.45M
|
164K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-144K- 32.13% |
$3.68M - $3.98M
|
304K
$8.01M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.47K- 4.61% |
$165K - $179K
|
134K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
9.3KNew |
$238K - $257K
|
9.3K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-5.39K- 20.32% |
$138K - $149K
|
21.2K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-8.8K- 34.77% |
$225K - $243K
|
16.5K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.78K+ 4.15% |
$122K - $132K
|
120K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-313K- 78.96% |
$8M - $8.66M
|
83.5K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.47K- 3.75% |
$140K - $151K
|
140K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
927+ 8.93% |
$23.7K - $25.6K
|
11.3K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.77K+ 51.95% |
$122K - $132K
|
14K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.23K- 47.78% |
$31.4K - $34K
|
1.34K
$35.3K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-72.4K- 99.53% |
$1.85M - $2M
|
345
$9.08K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-14- 3.06% |
$358 - $387
|
443
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.13K- 13.26% |
$79.9K - $86.4K
|
20.5K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70.6K+ 88.04% |
$1.8M - $1.95M
|
151K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.3K+ 415.8% |
$441K - $477K
|
21.4K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
101KNew |
$2.58M - $2.79M
|
101K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-537- 57.99% |
$13.7K - $14.8K
|
389
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
9.27K+ 60.58% |
$237K - $256K
|
24.6K
$647K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-172K- 13.91% |
$4.4M - $4.77M
|
1.07M
$28.1M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
39.3K+ 27.32% |
$1M - $1.09M
|
183K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
981New |
$25.1K - $27.1K
|
981
$25.8K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
335+ 9.15% |
$8.56K - $9.26K
|
4K
$105K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.5K+ 17172.13% |
$268K - $290K
|
10.5K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-150K- 45.76% |
$3.83M - $4.14M
|
178K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
55New |
$1.4K - $1.52K
|
55
$1.45K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.43K+ 1.91% |
$87.5K - $94.7K
|
183K
$4.81M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10- 0.07% |
$255 - $276
|
14.9K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
513+ 2.57% |
$13.1K - $14.2K
|
20.4K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-620K- 20.16% |
$15.8M - $17.1M
|
2.45M
$64.6M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-47.7K- 52.19% |
$1.22M - $1.32M
|
43.7K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-315K- 10.81% |
$8.03M - $8.7M
|
2.59M
$68.3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
17.4K+ 57.54% |
$445K - $482K
|
47.8K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-169K- 4.62% |
$4.33M - $4.68M
|
3.5M
$92M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
121KNew |
$3.08M - $3.33M
|
121K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-62- 0.01% |
$1.58K - $1.71K
|
516K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
78.2K+ 3.28% |
$2M - $2.16M
|
2.46M
$64.7M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
185New |
$4.72K - $5.11K
|
185
$4.87K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-52- 60.47% |
$1.33K - $1.44K
|
34
$895
|