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 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-13.5K- 21.02% |
$347K - $368K
|
50.7K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16K- 12.34% |
$412K - $436K
|
114K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-228- 1.03% |
$5.85K - $6.2K
|
22K
$589K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-27.6K- 5.54% |
$708K - $751K
|
471K
$12.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
14.9K+ 11.93% |
$383K - $406K
|
140K
$3.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-57.8K- 13.05% |
$1.48M - $1.57M
|
385K
$10.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
17.2K+ 80.34% |
$441K - $468K
|
38.6K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
92.1K+ 12.65% |
$2.36M - $2.51M
|
821K
$22M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.1K- 15.5% |
$362K - $384K
|
76.9K
$2.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
454KNew |
$11.6M - $12.3M
|
454K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-235- 60.41% |
$6.03K - $6.39K
|
154
$4.13K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
93+ 344.44% |
$2.39K - $2.53K
|
120
$3.22K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.36K- 24.22% |
$189K - $200K
|
23K
$618K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
976New |
$25.1K - $26.6K
|
976
$26.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.94% |
$25.7 - $27.2
|
107
$2.87K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-5.77K- 34.77% |
$148K - $157K
|
10.8K
$291K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
SELL
|
- |
-24.5K- 50.61% |
$629K - $667K
|
23.9K
$642K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.96K- 10.64% |
$256K - $271K
|
83.6K
$2.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.54K- 5.83% |
$39.6K - $42K
|
24.9K
$668K
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-181- 0.24% |
$4.65K - $4.93K
|
73.9K
$1.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.57M+ 30.94% |
$40.3M - $42.7M
|
6.64M
$178M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
183+ 1.78% |
$4.7K - $4.98K
|
10.4K
$280K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
448New |
$11.5K - $12.2K
|
448
$12K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-250- 9.25% |
$6.42K - $6.8K
|
2.45K
$65.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
332+ 3.62% |
$8.52K - $9.03K
|
9.49K
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.21K+ 11.78% |
$30.9K - $32.8K
|
11.4K
$307K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
34.4K+ 105.83% |
$883K - $936K
|
66.9K
$1.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.17K+ 16.31% |
$210K - $222K
|
58.3K
$1.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
62.5K+ 177.91% |
$1.6M - $1.7M
|
97.6K
$2.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.82K+ 7.44% |
$46.7K - $49.5K
|
26.3K
$706K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
949+ 5.21% |
$24.4K - $25.8K
|
19.2K
$514K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.14K+ 3.46% |
$132K - $140K
|
153K
$4.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
18.9KNew |
$485K - $514K
|
18.9K
$507K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.4K- 10.61% |
$35.9K - $38.1K
|
11.8K
$317K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-422- 4.25% |
$10.8K - $11.5K
|
9.51K
$255K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
168K+ 55.27% |
$4.31M - $4.57M
|
472K
$12.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 6.2% |
$269K - $285K
|
179K
$4.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.38K+ 1.25% |
$35.5K - $37.6K
|
112K
$3M
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.23K+ 4.07% |
$109K - $115K
|
108K
$2.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.67K+ 3.53% |
$146K - $154K
|
166K
$4.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.67K- 6.51% |
$68.5K - $72.6K
|
38.3K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
32.6K+ 0.68% |
$836K - $886K
|
4.81M
$129M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.8K- 9.49% |
$379K - $402K
|
141K
$3.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13.5K+ 1217.1% |
$347K - $368K
|
14.6K
$393K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
166KNew |
$4.27M - $4.52M
|
166K
$4.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
51+ 36.69% |
$1.31K - $1.39K
|
190
$5.1K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-3.85K- 14.99% |
$98.9K - $105K
|
21.8K
$586K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.4K- 19.8% |
$677K - $717K
|
107K
$2.87M
|
|
|
Nov 06, 2025
Q3 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-200K- 49.27% |
$5.14M - $5.45M
|
206K
$5.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-70.8K- 6.5% |
$1.82M - $1.93M
|
1.02M
$27.3M
|
|