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 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-55- 0.1% |
$1.4K - $1.52K
|
56.6K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.06K- 3.52% |
$27K - $29.2K
|
29K
$762K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
52.8K+ 62.14% |
$1.35M - $1.46M
|
138K
$3.63M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-73.7K- 42.71% |
$1.88M - $2.04M
|
98.9K
$2.6M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
81+ 0.21% |
$2.07K - $2.24K
|
38K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-80.8K- 18.49% |
$2.06M - $2.23M
|
356K
$9.37M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.78K- 47.89% |
$45.5K - $49.2K
|
1.94K
$51K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
10.9K+ 44.01% |
$279K - $302K
|
35.8K
$941K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-478- 26.11% |
$12.2K - $13.2K
|
1.35K
$35.6K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
94+ 30.52% |
$2.4K - $2.6K
|
402
$10.6K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.95K- 8.67% |
$203K - $220K
|
83.7K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
229K+ 10.22% |
$5.84M - $6.32M
|
2.47M
$64.9M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
527New |
$13.5K - $14.6K
|
527
$13.9K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-9- 15.79% |
$230 - $249
|
48
$1.26K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18.8KNew |
$480K - $519K
|
18.8K
$494K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.95K- 17.59% |
$75.2K - $81.4K
|
13.8K
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
250K+ 165.73% |
$6.4M - $6.92M
|
402K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
272+ 0.17% |
$6.95K - $7.52K
|
164K
$4.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
62.1KNew |
$1.59M - $1.72M
|
62.1K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.2K+ 14.18% |
$440K - $476K
|
139K
$3.65M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.36K+ 10.26% |
$60.4K - $65.3K
|
25.4K
$669K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.5KNew |
$294K - $318K
|
11.5K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13New |
$332 - $359
|
13
$342
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.61K- 38.7% |
$66.5K - $72K
|
4.13K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-121- 96.03% |
$3.09K - $3.34K
|
5
$132
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.58K+ 56.82% |
$117K - $127K
|
12.6K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5K- 27.22% |
$128K - $138K
|
13.4K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.82K+ 15.7% |
$46.4K - $50.2K
|
13.4K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
13K+ 11.56% |
$332K - $360K
|
126K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.89K+ 75.36% |
$99.2K - $107K
|
9.04K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.91K- 37.4% |
$176K - $191K
|
11.6K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
387K+ 699.89% |
$9.88M - $10.7M
|
442K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.02KNew |
$154K - $166K
|
6.02K
$158K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
2.3K+ 15.22% |
$58.8K - $63.6K
|
17.4K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
233K+ 11.61% |
$5.96M - $6.45M
|
2.24M
$59M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.4KNew |
$264K - $286K
|
10.4K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
800+ 20000.0% |
$20.4K - $22.1K
|
804
$21.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83M+ 12.32% |
$46.8M - $50.7M
|
16.7M
$440M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-20.6K- 98.27% |
$527K - $570K
|
364
$9.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-38.1K- 58.88% |
$972K - $1.05M
|
26.6K
$700K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
116K+ 327.91% |
$2.97M - $3.21M
|
152K
$3.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
100New |
$2.55K - $2.76K
|
100
$2.63K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
36.2K+ 26.35% |
$924K - $1M
|
173K
$4.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
914+ 3.1% |
$23.3K - $25.3K
|
30.4K
$800K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-215- 2.73% |
$5.49K - $5.94K
|
7.67K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20.5K+ 9.91% |
$523K - $566K
|
227K
$5.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
15.2KNew |
$388K - $420K
|
15.2K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.2K+ 26.21% |
$81.6K - $88.3K
|
15.4K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.3K+ 4.55% |
$365K - $395K
|
328K
$8.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
107K+ 2.96% |
$2.73M - $2.95M
|
3.72M
$97.8M
|