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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
9.69K+ 8.39% |
$247K - $269K
|
125K
$3.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
9.28K+ 0.91% |
$237K - $258K
|
1.03M
$27.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
9.21K+ 124.56% |
$235K - $256K
|
16.6K
$438K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9.16KNew |
$233K - $254K
|
9.16K
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
9.03KNew |
$230K - $251K
|
9.03K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
8.57K+ 68.03% |
$218K - $238K
|
21.2K
$558K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.99K+ 75.87% |
$204K - $222K
|
18.5K
$488K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.94K+ 6.1% |
$202K - $221K
|
138K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.93K+ 37.97% |
$202K - $220K
|
28.8K
$759K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
7.61K+ 15.93% |
$194K - $211K
|
55.4K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.54KNew |
$192K - $209K
|
7.54K
$199K
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
6.6K+ 43.46% |
$168K - $183K
|
21.8K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
6.54K+ 186.91% |
$167K - $182K
|
10K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.44K+ 14.74% |
$164K - $179K
|
50.1K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.33K+ 0.9% |
$161K - $176K
|
714K
$18.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.13K+ 11.76% |
$156K - $170K
|
58.3K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
6.1K+ 26.01% |
$155K - $169K
|
29.5K
$779K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
6.04K+ 20.07% |
$154K - $168K
|
36.1K
$952K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.65K+ 16.0% |
$144K - $157K
|
41K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.15K+ 19.82% |
$131K - $143K
|
31.1K
$821K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.12K+ 39.43% |
$130K - $142K
|
18.1K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
5K+ 3.63% |
$127K - $139K
|
143K
$3.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.88K+ 2.97% |
$124K - $136K
|
169K
$4.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
4.84K+ 7.39% |
$123K - $134K
|
70.3K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.92K+ 6.61% |
$99.8K - $109K
|
63.2K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.7K+ 13.9% |
$94.1K - $103K
|
30.3K
$798K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.6K+ 20.45% |
$91.8K - $100K
|
21.2K
$559K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.59K+ 17.85% |
$91.6K - $99.8K
|
23.7K
$625K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.41K+ 4.5% |
$86.9K - $94.8K
|
79.2K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.36K+ 4.81% |
$85.6K - $93.3K
|
73.2K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
3.11K+ 3.18% |
$79.3K - $86.4K
|
101K
$2.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3K+ 2.86% |
$76.5K - $83.5K
|
108K
$2.84M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.94K+ 8.5% |
$74.8K - $81.6K
|
37.5K
$988K
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
2.67K+ 1.43% |
$68K - $74.1K
|
190K
$5.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.43K+ 32.01% |
$61.8K - $67.4K
|
10K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.38K+ 176.84% |
$60.5K - $66K
|
3.72K
$98K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.33K+ 28.83% |
$59.3K - $64.6K
|
10.4K
$274K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.29K+ 10.83% |
$58.4K - $63.6K
|
23.4K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.71K+ 85.57% |
$43.5K - $47.4K
|
3.7K
$97.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.62K+ 3.04% |
$41.2K - $44.9K
|
54.8K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.58K+ 11.79% |
$40.3K - $43.9K
|
15K
$395K
|