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 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
287New |
$7.31K - $7.97K
|
287
$7.78K
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-29.7K- 19.61% |
$757K - $825K
|
122K
$3.3M
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
686New |
$17.5K - $19.1K
|
686
$18.6K
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.15K+ 19.82% |
$131K - $143K
|
31.1K
$844K
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-28.3K- 31.61% |
$722K - $787K
|
61.3K
$1.66M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.81K- 19.13% |
$148K - $162K
|
24.6K
$666K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-97.7K- 24.33% |
$2.49M - $2.71M
|
304K
$8.24M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.88K+ 2.97% |
$124K - $136K
|
169K
$4.58M
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-249- 2.28% |
$6.34K - $6.92K
|
10.7K
$289K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.57K- 6.73% |
$167K - $182K
|
91K
$2.47M
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-66.7K- 28.84% |
$1.7M - $1.85M
|
164K
$4.46M
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
28.2KNew |
$717K - $782K
|
28.2K
$763K
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
565KNew |
$14.4M - $15.7M
|
565K
$15.3M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.6K+ 205.14% |
$602K - $656K
|
35.1K
$952K
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-367- 12.86% |
$9.35K - $10.2K
|
2.49K
$67.4K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.53M- 58.59% |
$38.9M - $42.4M
|
1.08M
$29.2M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.7K+ 54.44% |
$426K - $464K
|
47.4K
$1.28M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
41.9K+ 12.79% |
$1.07M - $1.16M
|
370K
$10M
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
9.03KNew |
$230K - $251K
|
9.03K
$245K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.4KNew |
$317K - $346K
|
12.4K
$337K
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
158K+ 339.97% |
$4.03M - $4.39M
|
204K
$5.54M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8.82K- 0.36% |
$225K - $245K
|
2.46M
$66.6M
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-19.8K- 97.15% |
$503K - $549K
|
580
$15.7K
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
465+ 0.42% |
$11.8K - $12.9K
|
112K
$3.03M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-59.6K- 88.14% |
$1.52M - $1.66M
|
8.02K
$217K
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
75+ 18.66% |
$1.91K - $2.08K
|
477
$12.9K
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
18.9K+ 9.91% |
$480K - $524K
|
209K
$5.67M
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
13.9K+ 23.87% |
$355K - $387K
|
72.3K
$1.96M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-179K- 68.75% |
$4.56M - $4.97M
|
81.3K
$2.2M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-520K- 38.0% |
$13.3M - $14.5M
|
849K
$23M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-220- 4.07% |
$5.61K - $6.11K
|
5.19K
$141K
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
263K+ 73.93% |
$6.71M - $7.31M
|
619K
$16.8M
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
16.5K+ 18.91% |
$421K - $459K
|
104K
$2.82M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13.2K+ 195.05% |
$337K - $368K
|
20K
$543K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
172K+ 104.34% |
$4.37M - $4.76M
|
336K
$9.1M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.45K+ 1379.05% |
$36.9K - $40.2K
|
1.55K
$42.1K
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
32.5KNew |
$828K - $903K
|
32.5K
$881K
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-618K- 98.15% |
$15.7M - $17.2M
|
11.6K
$315K
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.57K+ 5.98% |
$39.9K - $43.5K
|
27.8K
$752K
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.36K- 5.33% |
$34.5K - $37.6K
|
24.1K
$652K
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
6.1K+ 26.01% |
$155K - $169K
|
29.5K
$801K
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
94.7K+ 52.5% |
$2.41M - $2.63M
|
275K
$7.45M
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-14K- 51.57% |
$358K - $390K
|
13.2K
$358K
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3+ 0.03% |
$76.4 - $83.3
|
9.43K
$256K
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
16.1K+ 9.27% |
$410K - $447K
|
190K
$5.14M
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-834- 1.69% |
$21.3K - $23.2K
|
48.4K
$1.31M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-65- 38.01% |
$1.66K - $1.81K
|
106
$2.87K
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-11.8K- 34.12% |
$299K - $326K
|
22.7K
$615K
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
750+ 55.43% |
$19.1K - $20.8K
|
2.1K
$57K
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
367+ 3.69% |
$9.35K - $10.2K
|
10.3K
$280K
|