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 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
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
50K+ 114.73% |
$1.27M - $1.39M
|
93.5K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
44.6K+ 1.81% |
$1.14M - $1.24M
|
2.51M
$66.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
41.9K+ 12.79% |
$1.07M - $1.16M
|
370K
$9.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
38.2K+ 30.41% |
$973K - $1.06M
|
164K
$4.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
32.5K+ 10.82% |
$829K - $903K
|
333K
$8.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
32.5KNew |
$828K - $903K
|
32.5K
$857K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.4K+ 160.51% |
$800K - $872K
|
50.9K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
30.3KNew |
$773K - $843K
|
30.3K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29.7K+ 35.58% |
$757K - $825K
|
113K
$2.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
28.2KNew |
$717K - $782K
|
28.2K
$742K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26.4KNew |
$672K - $733K
|
26.4K
$695K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.8K+ 18.04% |
$606K - $660K
|
156K
$4.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
23.6K+ 205.14% |
$602K - $656K
|
35.1K
$926K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.2K+ 49.88% |
$591K - $644K
|
69.7K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
23.1K+ 23.26% |
$589K - $642K
|
122K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21KNew |
$536K - $584K
|
21K
$555K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.9K+ 54.98% |
$534K - $582K
|
59K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19.4K+ 1232.45% |
$496K - $540K
|
21K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19.1K+ 71.01% |
$486K - $530K
|
45.9K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
19KNew |
$483K - $526K
|
19K
$500K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
18.9K+ 9.91% |
$480K - $524K
|
209K
$5.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
18.5K+ 11.45% |
$471K - $514K
|
180K
$4.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$464K - $506K
|
18.2K
$480K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.6K+ 7.46% |
$449K - $490K
|
254K
$6.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
16.8K+ 18.98% |
$427K - $466K
|
105K
$2.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.7K+ 54.44% |
$426K - $464K
|
47.4K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
16.5K+ 18.91% |
$421K - $459K
|
104K
$2.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
16.4K+ 11.4% |
$419K - $457K
|
161K
$4.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.4KNew |
$418K - $456K
|
16.4K
$433K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
16.1K+ 9.27% |
$410K - $447K
|
190K
$5M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.7K+ 11.2% |
$400K - $437K
|
156K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
15K+ 4.66% |
$383K - $417K
|
338K
$8.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
14.1KNew |
$359K - $391K
|
14.1K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
14.1KNew |
$359K - $391K
|
14.1K
$371K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
13.9K+ 23.87% |
$355K - $387K
|
72.3K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13.2K+ 195.05% |
$337K - $368K
|
20K
$528K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13K+ 43.31% |
$330K - $360K
|
42.9K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.4KNew |
$317K - $346K
|
12.4K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12.3KNew |
$313K - $341K
|
12.3K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11.8K+ 45.52% |
$300K - $327K
|
37.6K
$992K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.7K+ 5.14% |
$297K - $324K
|
239K
$6.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.4K+ 50.69% |
$289K - $315K
|
33.8K
$890K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
11.3K+ 29.71% |
$288K - $314K
|
49.3K
$1.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
10.7KNew |
$272K - $296K
|
10.7K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.3KNew |
$261K - $285K
|
10.3K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10K+ 8.34% |
$255K - $278K
|
130K
$3.42M
|