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
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-130K- 93.58% |
$3.32M - $3.59M
|
8.91K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
125K+ 456.7% |
$3.18M - $3.45M
|
152K
$4M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-73- 0.36% |
$1.86K - $2.02K
|
20.2K
$533K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.11M+ 28.04% |
$28.4M - $30.7M
|
5.07M
$133M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.08K- 16.58% |
$53.1K - $57.5K
|
10.5K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
7New |
$179 - $193
|
7
$184
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
67.4K+ 32.52% |
$1.72M - $1.86M
|
275K
$7.23M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
267K+ 82.93% |
$6.81M - $7.37M
|
588K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-21K- 48.56% |
$536K - $580K
|
22.2K
$585K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.36K+ 52.43% |
$34.7K - $37.5K
|
3.95K
$104K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-410- 19.91% |
$10.5K - $11.3K
|
1.65K
$43.4K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.15M- 98.92% |
$29.5M - $31.9M
|
12.6K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.3M+ 2.77% |
$33.1M - $35.8M
|
48M
$1.26B
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.3K+ 12.22% |
$58.7K - $63.5K
|
21.1K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19.2K- 71.61% |
$490K - $530K
|
7.61K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
191K+ 8.39% |
$4.87M - $5.27M
|
2.47M
$64.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.74K+ 5.28% |
$172K - $186K
|
134K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.3K+ 34.93% |
$58.8K - $63.7K
|
8.9K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.75K+ 6.49% |
$70.3K - $76.1K
|
45.2K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79.4K- 46.31% |
$2.03M - $2.19M
|
92.1K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-949- 14.93% |
$24.2K - $26.2K
|
5.41K
$142K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.1K+ 46.38% |
$53.5K - $57.9K
|
6.61K
$174K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.45K+ 1.56% |
$62.4K - $67.6K
|
160K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.08% |
$76.6 - $82.9
|
3.88K
$102K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 15.12% |
$43.5K - $47.1K
|
13K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
9.81K+ 17.76% |
$251K - $271K
|
65.1K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.5K- 7.95% |
$574K - $621K
|
260K
$6.85M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10.5KNew |
$269K - $291K
|
10.5K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.77K- 8.78% |
$45.3K - $49K
|
18.4K
$484K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$299K - $324K
|
11.7K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-209K- 2.61% |
$5.35M - $5.79M
|
7.8M
$205M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-235K- 89.72% |
$6.01M - $6.5M
|
26.9K
$709K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-24.7K- 3.77% |
$630K - $682K
|
629K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.1K- 7.7% |
$53.7K - $58.1K
|
25.2K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
111New |
$2.83K - $3.07K
|
111
$2.92K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-979- 1.62% |
$25K - $27.1K
|
59.3K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-216K- 21.34% |
$5.53M - $5.98M
|
798K
$21M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.2K- 98.62% |
$312K - $337K
|
171
$4.5K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
499+ 66.62% |
$12.7K - $13.8K
|
1.25K
$32.8K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
108K+ 3.98% |
$2.75M - $2.98M
|
2.81M
$74.1M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
703+ 35150.0% |
$18K - $19.4K
|
705
$18.6K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
194New |
$4.95K - $5.36K
|
194
$5.11K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.7K+ 7.02% |
$68.9K - $74.5K
|
41.1K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.52K+ 15.66% |
$89.9K - $97.3K
|
26K
$684K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-62.6K- 48.08% |
$1.6M - $1.73M
|
67.6K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
27+ 0.34% |
$690 - $746
|
8.07K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-920- 99.03% |
$23.5K - $25.4K
|
9
$237
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.64K- 13.13% |
$118K - $128K
|
30.7K
$808K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.22K+ 1.72% |
$184K - $200K
|
426K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-333K- 42.19% |
$8.49M - $9.19M
|
456K
$12M
|