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 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.42% |
$76.4 - $83.3
|
719
$19K
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3+ 0.03% |
$76.4 - $83.3
|
9.43K
$249K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13- 52.0% |
$331 - $361
|
12
$316
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-15- 44.12% |
$382 - $417
|
19
$501
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-21- 0.51% |
$535 - $583
|
4.11K
$108K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-65- 38.01% |
$1.66K - $1.81K
|
106
$2.79K
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-85- 1.03% |
$2.17K - $2.36K
|
8.21K
$216K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-89- 0.69% |
$2.27K - $2.47K
|
12.8K
$338K
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-105- 0.6% |
$2.68K - $2.92K
|
17.3K
$457K
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-111- 0.95% |
$2.83K - $3.08K
|
11.6K
$306K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-112- 21.83% |
$2.85K - $3.11K
|
401
$10.6K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-133- 0.46% |
$3.39K - $3.69K
|
28.8K
$760K
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-137- 0.54% |
$3.49K - $3.81K
|
25K
$660K
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-145- 0.24% |
$3.69K - $4.03K
|
59.2K
$1.56M
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-151- 1.88% |
$3.85K - $4.19K
|
7.88K
$208K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-220- 4.07% |
$5.61K - $6.11K
|
5.19K
$137K
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-249- 2.28% |
$6.34K - $6.92K
|
10.7K
$281K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-280Closed |
$7.13K - $7.78K
|
0
$0
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-335- 2.63% |
$8.54K - $9.31K
|
12.4K
$327K
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-367- 12.86% |
$9.35K - $10.2K
|
2.49K
$65.5K
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-415- 0.37% |
$10.6K - $11.5K
|
111K
$2.91M
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-420- 4.72% |
$10.7K - $11.7K
|
8.48K
$223K
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-482- 91.46% |
$12.3K - $13.4K
|
45
$1.19K
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-517- 6.09% |
$13.2K - $14.4K
|
7.97K
$210K
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-520- 0.7% |
$13.2K - $14.4K
|
74.1K
$1.95M
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-547- 52.65% |
$13.9K - $15.2K
|
492
$13K
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-785- 1.81% |
$20K - $21.8K
|
42.5K
$1.12M
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-834- 1.69% |
$21.3K - $23.2K
|
48.4K
$1.28M
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-864- 2.75% |
$22K - $24K
|
30.5K
$805K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-962- 10.64% |
$24.5K - $26.7K
|
8.08K
$213K
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-986- 0.72% |
$25.1K - $27.4K
|
137K
$3.61M
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.07K- 15.59% |
$27.4K - $29.8K
|
5.82K
$153K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 0.9% |
$30.7K - $33.4K
|
133K
$3.51M
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.36K- 5.33% |
$34.5K - $37.6K
|
24.1K
$634K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 6.88% |
$35K - $38.2K
|
18.6K
$490K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.42K- 7.73% |
$36.3K - $39.5K
|
17K
$448K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.52K- 11.82% |
$38.8K - $42.3K
|
11.3K
$299K
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.53K- 8.08% |
$39.1K - $42.6K
|
17.4K
$460K
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.64K- 14.17% |
$41.8K - $45.5K
|
9.93K
$262K
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.72K- 1.15% |
$43.9K - $47.9K
|
148K
$3.91M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.86K- 13.93% |
$47.5K - $51.8K
|
11.5K
$303K
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.9K- 3.68% |
$48.4K - $52.8K
|
49.7K
$1.31M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 4.4% |
$49K - $53.4K
|
41.8K
$1.1M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.25K- 91.46% |
$57.3K - $62.5K
|
210
$5.54K
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.33K- 18.39% |
$59.2K - $64.6K
|
10.3K
$272K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.4K- 18.69% |
$61.1K - $66.6K
|
10.4K
$275K
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.5K- 6.99% |
$63.8K - $69.5K
|
33.3K
$879K
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-2.56K- 8.45% |
$65.3K - $71.2K
|
27.8K
$732K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.66K- 0.44% |
$67.7K - $73.8K
|
601K
$15.8M
|