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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-144K- 32.13% |
$3.68M - $3.98M
|
304K
$7.92M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-150K- 45.76% |
$3.83M - $4.14M
|
178K
$4.62M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-154K- 11.14% |
$3.94M - $4.26M
|
1.23M
$32M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-163K- 18.77% |
$4.17M - $4.52M
|
707K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-169K- 4.62% |
$4.33M - $4.68M
|
3.5M
$91M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-172K- 13.91% |
$4.4M - $4.77M
|
1.07M
$27.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-194K- 24.36% |
$4.96M - $5.37M
|
603K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-209K- 2.61% |
$5.35M - $5.79M
|
7.8M
$203M
|
|
|
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
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-235K- 89.72% |
$6.01M - $6.5M
|
26.9K
$701K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-288K- 79.16% |
$7.35M - $7.95M
|
75.8K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-306K- 57.38% |
$7.81M - $8.45M
|
227K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-313K- 78.96% |
$8M - $8.66M
|
83.5K
$2.17M
|
|
|
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
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-322K- 79.69% |
$8.23M - $8.91M
|
82.1K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-333K- 42.19% |
$8.49M - $9.19M
|
456K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-399K- 47.08% |
$10.2M - $11M
|
449K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-464K- 46.92% |
$11.9M - $12.8M
|
525K
$13.7M
|
|
|
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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-610K- 18.08% |
$15.6M - $16.9M
|
2.76M
$71.9M
|
|
|
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 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.15M- 98.92% |
$29.5M - $31.9M
|
12.6K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.5M- 12.18% |
$38.3M - $41.4M
|
10.8M
$281M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.78M- 75.63% |
$45.5M - $49.2M
|
574K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.05M- 96.24% |
$52.5M - $56.8M
|
80.2K
$2.09M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.07M- 96.33% |
$78.4M - $84.8M
|
117K
$3.04M
|