Purchases and Sales Made in Q1 2025 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO LONG TERM TREAS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q1 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
25.5K+ 194.6% |
$651K - $705K
|
38.6K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24K+ 22.26% |
$613K - $663K
|
132K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.3K+ 56.41% |
$595K - $644K
|
64.6K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
22.3K+ 82.51% |
$569K - $615K
|
49.2K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.2K+ 34.03% |
$566K - $613K
|
87.3K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.6K+ 153.16% |
$527K - $570K
|
34.1K
$932K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20.5K+ 9.91% |
$523K - $566K
|
227K
$6.21M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.1K+ 2631.94% |
$514K - $556K
|
20.9K
$571K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
19.2K+ 115.15% |
$490K - $530K
|
35.8K
$980K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19K+ 1689.78% |
$486K - $525K
|
20.1K
$550K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18.8KNew |
$480K - $519K
|
18.8K
$513K
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
18.7K+ 15.69% |
$478K - $517K
|
138K
$3.77M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
17.4K+ 57.54% |
$445K - $482K
|
47.8K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.3K+ 415.8% |
$441K - $477K
|
21.4K
$586K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.2K+ 14.18% |
$440K - $476K
|
139K
$3.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
17.1K+ 1.45% |
$436K - $472K
|
1.2M
$32.7M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
16.1K+ 4.77% |
$412K - $446K
|
354K
$9.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
16.1K+ 8.76% |
$410K - $444K
|
199K
$5.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
16K+ 19.37% |
$408K - $441K
|
98.4K
$2.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.3K+ 128.73% |
$392K - $424K
|
27.2K
$745K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
15.2K+ 15.18% |
$389K - $420K
|
115K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
15.2KNew |
$388K - $420K
|
15.2K
$415K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.8K+ 26.94% |
$378K - $410K
|
69.8K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.8K+ 26.94% |
$378K - $410K
|
69.8K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
14.7K+ 6.78% |
$375K - $406K
|
231K
$6.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.3K+ 4.55% |
$365K - $395K
|
328K
$8.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
13.9K+ 14.36% |
$356K - $385K
|
111K
$3.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
13.4KNew |
$342K - $370K
|
13.4K
$366K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.4K+ 34.59% |
$342K - $370K
|
52.1K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
13.1K+ 10.43% |
$334K - $361K
|
138K
$3.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
13K+ 11.56% |
$332K - $360K
|
126K
$3.43M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$329K - $356K
|
12.9K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.8KNew |
$326K - $352K
|
12.8K
$349K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$299K - $324K
|
11.7K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.6KNew |
$296K - $320K
|
11.6K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.5KNew |
$294K - $318K
|
11.5K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.3K+ 46.76% |
$288K - $311K
|
35.3K
$966K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
11.2KNew |
$286K - $309K
|
11.2K
$306K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
10.9K+ 44.01% |
$279K - $302K
|
35.8K
$978K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
10.9KNew |
$279K - $302K
|
10.9K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
10.6K+ 1.16% |
$271K - $293K
|
928K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6K+ 24.05% |
$271K - $293K
|
54.6K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10.5KNew |
$269K - $291K
|
10.5K
$288K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.5K+ 17172.13% |
$268K - $290K
|
10.5K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.4KNew |
$264K - $286K
|
10.4K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2KNew |
$261K - $283K
|
10.2K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
10.2KNew |
$261K - $282K
|
10.2K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 17.99% |
$260K - $281K
|
66.7K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
9.81K+ 17.76% |
$251K - $271K
|
65.1K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
9.64K+ 12.4% |
$246K - $266K
|
87.4K
$2.39M
|