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 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
3.11K+ 3.18% |
$79.3K - $86.4K
|
101K
$2.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3K+ 2.86% |
$76.5K - $83.5K
|
108K
$2.95M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.94K+ 8.5% |
$74.8K - $81.6K
|
37.5K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
2.67K+ 1.43% |
$68K - $74.1K
|
190K
$5.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.43K+ 32.01% |
$61.8K - $67.4K
|
10K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.38K+ 176.84% |
$60.5K - $66K
|
3.72K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2.33K+ 28.83% |
$59.3K - $64.6K
|
10.4K
$284K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.29K+ 10.83% |
$58.4K - $63.6K
|
23.4K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.71K+ 85.57% |
$43.5K - $47.4K
|
3.7K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.69K+ 16.59% |
$43.1K - $47K
|
11.9K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.62K+ 3.04% |
$41.2K - $44.9K
|
54.8K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.58K+ 11.79% |
$40.3K - $43.9K
|
15K
$410K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.57K+ 5.98% |
$39.9K - $43.5K
|
27.8K
$759K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.45K+ 1379.05% |
$36.9K - $40.2K
|
1.55K
$42.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.29K+ 15.12% |
$32.9K - $35.8K
|
9.82K
$268K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.22K+ 7.94% |
$31.1K - $33.9K
|
16.6K
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.2K+ 1.85% |
$30.7K - $33.4K
|
66.3K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.14K+ 16.6% |
$28.9K - $31.6K
|
7.98K
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.11K+ 8.02% |
$28.2K - $30.7K
|
14.9K
$408K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.09K+ 5.97% |
$27.7K - $30.2K
|
19.3K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
947+ 4.63% |
$24.1K - $26.3K
|
21.4K
$585K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
833+ 1.25% |
$21.2K - $23.1K
|
67.5K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
767+ 3.23% |
$19.5K - $21.3K
|
24.5K
$669K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
750+ 55.43% |
$19.1K - $20.8K
|
2.1K
$57.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
717+ 4.74% |
$18.3K - $19.9K
|
15.9K
$434K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
708+ 8.23% |
$18K - $19.7K
|
9.31K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
706New |
$18K - $19.6K
|
706
$19.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
706New |
$18K - $19.6K
|
706
$19.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
686New |
$17.5K - $19.1K
|
686
$18.8K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
550New |
$14K - $15.3K
|
550
$15K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
494New |
$12.6K - $13.7K
|
494
$13.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
478New |
$12.2K - $13.3K
|
478
$13.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
465+ 0.42% |
$11.8K - $12.9K
|
112K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
454+ 2.21% |
$11.6K - $12.6K
|
21K
$574K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
405New |
$10.3K - $11.3K
|
405
$11.1K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
389+ 20.07% |
$9.91K - $10.8K
|
2.33K
$63.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
367+ 3.69% |
$9.35K - $10.2K
|
10.3K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
334+ 4.35% |
$8.51K - $9.28K
|
8.01K
$219K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
304+ 0.36% |
$7.75K - $8.45K
|
84K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
287New |
$7.31K - $7.97K
|
287
$7.85K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
258+ 74.14% |
$6.57K - $7.17K
|
606
$16.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
257+ 28.03% |
$6.55K - $7.14K
|
1.17K
$32.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
239New |
$6.09K - $6.64K
|
239
$6.53K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
213New |
$5.43K - $5.92K
|
213
$5.82K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
201+ 1.44% |
$5.12K - $5.58K
|
14.2K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
181New |
$4.61K - $5.03K
|
181
$4.95K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
179New |
$4.56K - $4.97K
|
179
$4.89K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
162New |
$4.13K - $4.5K
|
162
$4.43K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
143+ 5.71% |
$3.64K - $3.97K
|
2.65K
$72.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
139New |
$3.54K - $3.86K
|
139
$3.8K
|