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 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
10.2KNew |
$261K - $282K
|
10.2K
$269K
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-101K- 1.83% |
$2.59M - $2.8M
|
5.44M
$143M
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
14.7K+ 6.78% |
$375K - $406K
|
231K
$6.08M
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
30.6K+ 11.34% |
$781K - $846K
|
300K
$7.91M
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
156K+ 40.23% |
$3.98M - $4.31M
|
543K
$14.3M
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
3.19M+ 27.29% |
$81.5M - $88.2M
|
14.9M
$392M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.11K+ 12.35% |
$131K - $141K
|
46.5K
$1.22M
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
90New |
$2.3K - $2.49K
|
90
$2.37K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
278K+ 2.67% |
$7.09M - $7.68M
|
10.7M
$281M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-459- 4.88% |
$11.7K - $12.7K
|
8.95K
$236K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
9.64K+ 12.4% |
$246K - $266K
|
87.4K
$2.3M
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.07M- 96.33% |
$78.4M - $84.8M
|
117K
$3.08M
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
8.32K+ 4.38% |
$212K - $230K
|
198K
$5.21M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.6KNew |
$296K - $320K
|
11.6K
$305K
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
130KNew |
$3.33M - $3.6M
|
130K
$3.43M
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
3.08K+ 29.01% |
$78.6K - $85K
|
13.7K
$360K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
58New |
$1.48K - $1.6K
|
58
$1.53K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-42.8K- 22.3% |
$1.09M - $1.18M
|
149K
$3.92M
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
273K+ 11.04% |
$6.97M - $7.55M
|
2.75M
$72.3M
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
5.55K+ 5.04% |
$142K - $153K
|
116K
$3.05M
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-6.95K- 3.58% |
$178K - $192K
|
187K
$4.93M
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
120+ 0.06% |
$3.06K - $3.32K
|
194K
$5.12M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.8K+ 28.46% |
$148K - $160K
|
26.2K
$689K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
27.3K+ 2.13% |
$696K - $753K
|
1.31M
$34.5M
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
30.1KNew |
$768K - $831K
|
30.1K
$791K
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.89K- 21.5% |
$48.2K - $52.2K
|
6.89K
$181K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
7.39KNew |
$189K - $204K
|
7.39K
$195K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
206K+ 5.42% |
$5.26M - $5.7M
|
4.01M
$106M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.5K+ 1.87% |
$1.24M - $1.34M
|
2.64M
$69.4M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
47.6K+ 25.21% |
$1.22M - $1.31M
|
236K
$6.22M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.98K- 46.51% |
$178K - $193K
|
8.03K
$211K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24K+ 22.26% |
$613K - $663K
|
132K
$3.47M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
297K+ 7.37% |
$7.58M - $8.2M
|
4.32M
$114M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.16K- 24.1% |
$80.7K - $87.4K
|
9.95K
$262K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.92K- 15.88% |
$74.6K - $80.8K
|
15.5K
$407K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
186K+ 37.3% |
$4.75M - $5.15M
|
685K
$18M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.15K+ 48.36% |
$106K - $115K
|
12.7K
$335K
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
93.9K+ 88.34% |
$2.4M - $2.6M
|
200K
$5.27M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2KNew |
$261K - $283K
|
10.2K
$269K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.19K+ 18.57% |
$81.3K - $88K
|
20.3K
$535K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$329K - $356K
|
12.9K
$339K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.5K- 73.14% |
$472K - $511K
|
6.79K
$179K
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
523KNew |
$13.3M - $14.4M
|
523K
$13.8M
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.92K- 15.32% |
$48.9K - $53K
|
10.6K
$279K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
16.1K+ 4.77% |
$412K - $446K
|
354K
$9.32M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
280+ 11.28% |
$7.15K - $7.74K
|
2.76K
$72.7K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 127.27% |
$358 - $387
|
25
$658
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-23.6K- 58.55% |
$603K - $652K
|
16.7K
$440K
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
18.7K+ 15.69% |
$478K - $517K
|
138K
$3.63M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-12.8K- 27.6% |
$327K - $354K
|
33.6K
$885K
|