Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.07M- 96.33% |
$78.4M - $84.8M
|
117K
$3.04M
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.05M- 96.24% |
$52.5M - $56.8M
|
80.2K
$2.09M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.78M- 75.63% |
$45.5M - $49.2M
|
574K
$14.9M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.5M- 12.18% |
$38.3M - $41.4M
|
10.8M
$281M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.15M- 98.92% |
$29.5M - $31.9M
|
12.6K
$328K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-620K- 20.16% |
$15.8M - $17.1M
|
2.45M
$63.8M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-610K- 18.08% |
$15.6M - $16.9M
|
2.76M
$71.9M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-525K- 44.66% |
$13.4M - $14.5M
|
650K
$16.9M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-399K- 47.08% |
$10.2M - $11M
|
449K
$11.7M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-333K- 42.19% |
$8.49M - $9.19M
|
456K
$11.9M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-322K- 79.69% |
$8.23M - $8.91M
|
82.1K
$2.14M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-315K- 10.81% |
$8.03M - $8.7M
|
2.59M
$67.5M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-313K- 78.96% |
$8M - $8.66M
|
83.5K
$2.17M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-306K- 57.38% |
$7.81M - $8.45M
|
227K
$5.91M
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-288K- 79.16% |
$7.35M - $7.95M
|
75.8K
$1.97M
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-235K- 89.72% |
$6.01M - $6.5M
|
26.9K
$701K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-216K- 21.34% |
$5.53M - $5.98M
|
798K
$20.8M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-209K- 2.61% |
$5.35M - $5.79M
|
7.8M
$203M
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-194K- 24.36% |
$4.96M - $5.37M
|
603K
$15.7M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-172K- 13.91% |
$4.4M - $4.77M
|
1.07M
$27.7M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-169K- 4.62% |
$4.33M - $4.68M
|
3.5M
$91M
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-163K- 18.77% |
$4.17M - $4.52M
|
707K
$18.4M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-154K- 11.14% |
$3.94M - $4.26M
|
1.23M
$32M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-150K- 45.76% |
$3.83M - $4.14M
|
178K
$4.62M
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-144K- 32.13% |
$3.68M - $3.98M
|
304K
$7.92M
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-140K- 17.14% |
$3.57M - $3.86M
|
675K
$17.6M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-130K- 93.58% |
$3.32M - $3.59M
|
8.91K
$232K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-111K- 18.38% |
$2.83M - $3.06M
|
492K
$12.8M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-107K- 18.72% |
$2.74M - $2.97M
|
466K
$12.1M
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-103K- 38.84% |
$2.62M - $2.84M
|
162K
$4.2M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-102K- 80.95% |
$2.6M - $2.81M
|
23.9K
$622K
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-101K- 1.83% |
$2.59M - $2.8M
|
5.44M
$141M
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-92.1K- 78.89% |
$2.35M - $2.55M
|
24.6K
$641K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-87.9K- 70.13% |
$2.24M - $2.43M
|
37.4K
$974K
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-80.8K- 18.49% |
$2.06M - $2.23M
|
356K
$9.26M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79.4K- 46.31% |
$2.03M - $2.19M
|
92.1K
$2.39M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-74.3K- 51.71% |
$1.9M - $2.05M
|
69.4K
$1.8M
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-73.7K- 42.71% |
$1.88M - $2.04M
|
98.9K
$2.57M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-72.4K- 99.53% |
$1.85M - $2M
|
345
$8.97K
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-71.8K- 60.71% |
$1.83M - $1.98M
|
46.5K
$1.21M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-66.2K- 11.07% |
$1.69M - $1.83M
|
532K
$13.8M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-62.6K- 48.08% |
$1.6M - $1.73M
|
67.6K
$1.76M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-62.3K- 40.43% |
$1.59M - $1.72M
|
91.7K
$2.39M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-47.7K- 52.19% |
$1.22M - $1.32M
|
43.7K
$1.14M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-46.6K- 20.57% |
$1.19M - $1.29M
|
180K
$4.68M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-42.8K- 22.3% |
$1.09M - $1.18M
|
149K
$3.88M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-38.9K- 1.55% |
$993K - $1.08M
|
2.47M
$64.2M
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-38.1K- 58.88% |
$972K - $1.05M
|
26.6K
$691K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37.2K- 83.38% |
$949K - $1.03M
|
7.41K
$193K
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-36.1K- 1.98% |
$921K - $997K
|
1.79M
$46.5M
|