Latest Institutional Purchases of Spdr Portfolio Long Term Treas (SPTL)
This list provides information on the latest institutional transactions involving Spdr Portfolio Long Term Treas (SPTL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.08M+ 2901.42% |
$78.7M - $85.1M
|
3.19M
$85.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83M+ 12.32% |
$46.8M - $50.7M
|
16.7M
$446M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.09M+ 19.0% |
$27.7M - $30M
|
6.8M
$182M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
950K+ 3630.9% |
$24.3M - $26.3M
|
976K
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
465K+ 68.83% |
$11.9M - $12.9M
|
1.14M
$30.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
387K+ 699.89% |
$9.88M - $10.7M
|
442K
$11.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
387K+ 17.44% |
$9.87M - $10.7M
|
2.6M
$69.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
382K+ 6.47% |
$9.77M - $10.6M
|
6.29M
$168M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
373K+ 37.49% |
$9.54M - $10.3M
|
1.37M
$36.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
372K+ 97.95% |
$9.5M - $10.3M
|
751K
$20.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
287KNew |
$7.34M - $7.95M
|
287K
$7.67M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
233K+ 11.61% |
$5.96M - $6.45M
|
2.24M
$59.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
228K+ 36.61% |
$5.82M - $6.3M
|
851K
$22.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
216KNew |
$5.51M - $5.96M
|
216K
$5.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
212K+ 42.67% |
$5.4M - $5.85M
|
707K
$18.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
190KNew |
$4.86M - $5.26M
|
190K
$5.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
167K+ 83.21% |
$4.26M - $4.61M
|
367K
$9.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
125K+ 25.27% |
$3.2M - $3.47M
|
622K
$16.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
116K+ 327.91% |
$2.97M - $3.21M
|
152K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
115K+ 394.18% |
$2.94M - $3.18M
|
144K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
107K+ 2.96% |
$2.73M - $2.95M
|
3.72M
$99.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
82.6K+ 29.76% |
$2.11M - $2.28M
|
360K
$9.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70.4K+ 29.88% |
$1.8M - $1.95M
|
306K
$8.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
65.4K+ 7.55% |
$1.67M - $1.81M
|
933K
$24.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
45.9KNew |
$1.17M - $1.27M
|
45.9K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
43KNew |
$1.1M - $1.19M
|
43K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
40K+ 207.61% |
$1.02M - $1.11M
|
59.3K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
38.6K+ 23.11% |
$987K - $1.07M
|
206K
$5.49M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
37.2K+ 13.04% |
$950K - $1.03M
|
322K
$8.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
37.1KNew |
$946K - $1.02M
|
37.1K
$989K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
36.2K+ 26.35% |
$924K - $1M
|
173K
$4.63M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
31.1K+ 21.9% |
$795K - $861K
|
173K
$4.62M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
28.3K+ 101.21% |
$724K - $784K
|
56.4K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
26.7K+ 43.41% |
$683K - $739K
|
88.3K
$2.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
25.9KNew |
$661K - $715K
|
25.9K
$690K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
25.8K+ 145.51% |
$659K - $714K
|
43.6K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
22.3K+ 82.51% |
$569K - $615K
|
49.2K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.2K+ 34.03% |
$566K - $613K
|
87.3K
$2.33M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20.5K+ 9.91% |
$523K - $566K
|
227K
$6.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19K+ 1689.78% |
$486K - $525K
|
20.1K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
17.1K+ 1.45% |
$436K - $472K
|
1.2M
$32M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
16.1K+ 8.76% |
$410K - $444K
|
199K
$5.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
16K+ 19.37% |
$408K - $441K
|
98.4K
$2.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.3K+ 128.73% |
$392K - $424K
|
27.2K
$727K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
15.2K+ 15.18% |
$389K - $420K
|
115K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
15.2KNew |
$388K - $420K
|
15.2K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.3K+ 4.55% |
$365K - $395K
|
328K
$8.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
13.9K+ 14.36% |
$356K - $385K
|
111K
$2.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
13.4KNew |
$342K - $370K
|
13.4K
$358K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.4K+ 34.59% |
$342K - $370K
|
52.1K
$1.39M
|