Purchases and Sales Made in Q2 2025 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
5.74M+ 9.71% |
$146M - $159M
|
64.9M
$1.71B
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.23M+ 5.9% |
$82.3M - $89.8M
|
58M
$1.53B
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.61M+ 3.35% |
$41M - $44.7M
|
49.6M
$1.31B
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
924K+ 75.07% |
$23.5M - $25.7M
|
2.16M
$56.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
900K+ 32.76% |
$22.9M - $25M
|
3.65M
$96.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
565KNew |
$14.4M - $15.7M
|
565K
$14.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
474K+ 85.68% |
$12.1M - $13.2M
|
1.03M
$27.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
450K+ 10.4% |
$11.5M - $12.5M
|
4.77M
$126M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
435K+ 6.92% |
$11.1M - $12.1M
|
6.72M
$177M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
391K+ 17.44% |
$9.97M - $10.9M
|
2.63M
$69.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
365K+ 187.52% |
$9.29M - $10.1M
|
559K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
352KNew |
$8.98M - $9.79M
|
352K
$9.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
338K+ 45.02% |
$8.62M - $9.4M
|
1.09M
$28.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
311K+ 4.57% |
$7.93M - $8.64M
|
7.11M
$188M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
263K+ 73.93% |
$6.71M - $7.31M
|
619K
$16.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
241K+ 40.95% |
$6.14M - $6.69M
|
829K
$21.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
225K+ 275.21% |
$5.73M - $6.25M
|
307K
$8.08M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
190K+ 164.08% |
$4.84M - $5.27M
|
306K
$8.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
182K+ 4.92% |
$4.63M - $5.05M
|
3.87M
$102M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
181K+ 58.99% |
$4.6M - $5.02M
|
487K
$12.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
172K+ 104.34% |
$4.37M - $4.76M
|
336K
$8.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
164K+ 30.16% |
$4.17M - $4.55M
|
707K
$18.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
158K+ 339.97% |
$4.03M - $4.39M
|
204K
$5.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
141KNew |
$3.6M - $3.92M
|
141K
$3.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
132K+ 86.92% |
$3.37M - $3.67M
|
284K
$7.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
123K+ 285.74% |
$3.13M - $3.41M
|
166K
$4.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
121K+ 3.25% |
$3.08M - $3.36M
|
3.84M
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
113K+ 169.29% |
$2.88M - $3.14M
|
180K
$4.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
109K+ 31492.17% |
$2.77M - $3.02M
|
109K
$2.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
106K+ 107.73% |
$2.7M - $2.95M
|
204K
$5.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
102K+ 2.54% |
$2.6M - $2.83M
|
4.11M
$108M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99.8K+ 27.19% |
$2.54M - $2.77M
|
467K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
98.5KNew |
$2.51M - $2.74M
|
98.5K
$2.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
94.7K+ 52.5% |
$2.41M - $2.63M
|
275K
$7.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
90.9KNew |
$2.32M - $2.52M
|
90.9K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
88.7K+ 33.64% |
$2.26M - $2.46M
|
352K
$9.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
81.7K+ 8.37% |
$2.08M - $2.27M
|
1.06M
$27.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
81.4K+ 46.98% |
$2.07M - $2.26M
|
255K
$6.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
78.7KNew |
$2.01M - $2.19M
|
78.7K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
75.6K+ 21.01% |
$1.93M - $2.1M
|
436K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
69.2K+ 7.7% |
$1.76M - $1.92M
|
969K
$25.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
69.2K+ 37.73% |
$1.76M - $1.92M
|
252K
$6.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
66.6K+ 10.72% |
$1.7M - $1.85M
|
688K
$18.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
63.5K+ 17.92% |
$1.62M - $1.76M
|
418K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
63.1KNew |
$1.61M - $1.75M
|
63.1K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
58.3K+ 58.99% |
$1.49M - $1.62M
|
157K
$4.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
53.5KNew |
$1.36M - $1.49M
|
53.5K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
52.9K+ 7.48% |
$1.35M - $1.47M
|
760K
$20M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
52.1K+ 581.1% |
$1.33M - $1.45M
|
61.1K
$1.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
52KNew |
$1.33M - $1.44M
|
52K
$1.37M
|