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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.78M- 75.63% |
$45.5M - $49.2M
|
574K
$15.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
65.4K+ 7.55% |
$1.67M - $1.81M
|
933K
$24.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.34KNew |
$34.3K - $37.1K
|
1.34K
$35.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-306K- 57.38% |
$7.81M - $8.45M
|
227K
$5.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-26.9K- 90.89% |
$686K - $742K
|
2.69K
$70.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-140K- 17.14% |
$3.57M - $3.86M
|
675K
$17.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
582New |
$14.9K - $16.1K
|
582
$15.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
25.8K+ 145.51% |
$659K - $714K
|
43.6K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-34- 5.54% |
$868 - $940
|
580
$15.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.68K+ 7.35% |
$171K - $185K
|
97.6K
$2.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-9.1K- 9.55% |
$232K - $251K
|
86.1K
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
190KNew |
$4.86M - $5.26M
|
190K
$5.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.3K+ 128.73% |
$392K - $424K
|
27.2K
$717K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
22.3K+ 82.51% |
$569K - $615K
|
49.2K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
125K+ 25.27% |
$3.2M - $3.47M
|
622K
$16.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-71- 0.81% |
$1.81K - $1.96K
|
8.74K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
13.4KNew |
$342K - $370K
|
13.4K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.16K- 8.3% |
$29.6K - $32K
|
12.8K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.07K- 7.69% |
$78.3K - $84.8K
|
36.8K
$969K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-96- 50.0% |
$2.45K - $2.65K
|
96
$2.53K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
11.2KNew |
$286K - $309K
|
11.2K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-358- 26.25% |
$9.14K - $9.9K
|
1.01K
$26.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
26.7K+ 43.41% |
$683K - $739K
|
88.3K
$2.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.41K+ 14.63% |
$189K - $205K
|
58.1K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
100+ 0.33% |
$2.55K - $2.76K
|
30.2K
$795K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
37.1KNew |
$946K - $1.02M
|
37.1K
$975K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.22K- 80.62% |
$31.2K - $33.8K
|
294
$7.74K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-323- 11.42% |
$8.25K - $8.93K
|
2.51K
$65.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-16.2K- 14.25% |
$415K - $449K
|
97.8K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
17.1K+ 1.45% |
$436K - $472K
|
1.2M
$31.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-7.06K- 8.65% |
$180K - $195K
|
74.6K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
40K+ 207.61% |
$1.02M - $1.11M
|
59.3K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-6.76K- 22.38% |
$173K - $187K
|
23.4K
$617K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
115K+ 394.18% |
$2.94M - $3.18M
|
144K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
228K+ 36.61% |
$5.82M - $6.3M
|
851K
$22.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.68K- 4.04% |
$120K - $129K
|
111K
$2.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-525K- 44.66% |
$13.4M - $14.5M
|
650K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
16.1K+ 8.76% |
$410K - $444K
|
199K
$5.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-13.9K- 24.29% |
$354K - $384K
|
43.3K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.98K- 7.13% |
$76.2K - $82.5K
|
38.9K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
477+ 2.31% |
$12.2K - $13.2K
|
21.2K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-855- 0.32% |
$21.8K - $23.6K
|
265K
$6.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
620+ 269.57% |
$15.8K - $17.1K
|
850
$22.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-3.01K- 23.88% |
$76.8K - $83.2K
|
9.59K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
950K+ 3630.9% |
$24.3M - $26.3M
|
976K
$25.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-5.08K- 31.59% |
$130K - $140K
|
11K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.43K- 84.29% |
$62.1K - $67.2K
|
453
$11.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.2K+ 34.03% |
$566K - $613K
|
87.3K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
96New |
$2.45K - $2.65K
|
96
$2.53K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
373K+ 37.49% |
$9.54M - $10.3M
|
1.37M
$36M
|