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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-785- 1.81% |
$20K - $21.8K
|
42.5K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
119New |
$3.03K - $3.31K
|
119
$3.25K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9.16KNew |
$233K - $254K
|
9.16K
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
6.6K+ 43.46% |
$168K - $183K
|
21.8K
$596K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-564K- 43.04% |
$14.4M - $15.7M
|
746K
$20.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
141KNew |
$3.6M - $3.92M
|
141K
$3.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
225K+ 275.21% |
$5.73M - $6.25M
|
307K
$8.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
405New |
$10.3K - $11.3K
|
405
$11.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
100New |
$2.55K - $2.78K
|
100
$2.73K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
6.04K+ 20.07% |
$154K - $168K
|
36.1K
$987K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.1K- 79.98% |
$437K - $476K
|
4.29K
$117K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.94K- 97.9% |
$74.9K - $81.6K
|
63
$1.72K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-986- 0.72% |
$25.1K - $27.4K
|
137K
$3.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
78.7KNew |
$2.01M - $2.19M
|
78.7K
$2.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
16.8K+ 18.98% |
$427K - $466K
|
105K
$2.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
16.4K+ 11.4% |
$419K - $457K
|
161K
$4.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-335- 2.63% |
$8.54K - $9.31K
|
12.4K
$339K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29K- 12.76% |
$738K - $804K
|
198K
$5.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
450K+ 10.4% |
$11.5M - $12.5M
|
4.77M
$131M
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.25M- 15.13% |
$57.4M - $62.5M
|
12.6M
$345M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
258+ 74.14% |
$6.57K - $7.17K
|
606
$16.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-24.2K- 3.59% |
$618K - $674K
|
651K
$17.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.8K+ 18.04% |
$606K - $660K
|
156K
$4.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-13.9K- 6.93% |
$354K - $386K
|
186K
$5.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.34M- 94.73% |
$59.5M - $64.9M
|
130K
$3.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-35.5K- 8.33% |
$904K - $986K
|
391K
$10.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
143+ 5.71% |
$3.64K - $3.97K
|
2.65K
$72.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-20.5K- 14.77% |
$522K - $570K
|
118K
$3.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-151- 1.88% |
$3.85K - $4.19K
|
7.88K
$215K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-17.2K- 1.67% |
$439K - $479K
|
1.01M
$27.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.07K- 15.59% |
$27.4K - $29.8K
|
5.82K
$159K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-520- 0.7% |
$13.2K - $14.4K
|
74.1K
$2.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-247K- 76.88% |
$6.3M - $6.87M
|
74.4K
$2.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
76New |
$1.94K - $2.11K
|
76
$2.08K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-356K- 41.84% |
$9.07M - $9.89M
|
495K
$13.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-99.7K- 55.41% |
$2.54M - $2.77M
|
80.2K
$2.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
334+ 4.35% |
$8.51K - $9.28K
|
8.01K
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.9M- 47.29% |
$201M - $219M
|
8.8M
$241M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
708+ 8.23% |
$18K - $19.7K
|
9.31K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$464K - $506K
|
18.2K
$498K
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
2.67K+ 1.43% |
$68K - $74.1K
|
190K
$5.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
287New |
$7.31K - $7.97K
|
287
$7.85K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-29.7K- 19.61% |
$757K - $825K
|
122K
$3.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
686New |
$17.5K - $19.1K
|
686
$18.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-28.3K- 31.61% |
$722K - $787K
|
61.3K
$1.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-97.7K- 24.33% |
$2.49M - $2.71M
|
304K
$8.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.88K+ 2.97% |
$124K - $136K
|
169K
$4.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.57K- 6.73% |
$167K - $182K
|
91K
$2.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.6K+ 205.14% |
$602K - $656K
|
35.1K
$960K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.53M- 58.59% |
$38.9M - $42.4M
|
1.08M
$29.5M
|