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 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.4K- 10.23% |
$214K - $233K
|
73.7K
$1.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8.82K- 0.36% |
$225K - $245K
|
2.46M
$64.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9.05K- 12.44% |
$231K - $252K
|
63.7K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-9.79K- 1.06% |
$249K - $272K
|
918K
$24.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-10.1K- 42.04% |
$258K - $282K
|
14K
$368K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-11.8K- 34.12% |
$299K - $326K
|
22.7K
$598K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-12.7K- 34.29% |
$324K - $353K
|
24.3K
$642K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-13.9K- 6.93% |
$354K - $386K
|
186K
$4.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-14K- 51.57% |
$358K - $390K
|
13.2K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14.6K- 2.87% |
$372K - $406K
|
494K
$13M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-16K- 28.32% |
$407K - $443K
|
40.4K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16.5K- 64.44% |
$419K - $457K
|
9.08K
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.1K- 79.98% |
$437K - $476K
|
4.29K
$113K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-17.2K- 1.67% |
$439K - $479K
|
1.01M
$26.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-17.4K- 3.38% |
$444K - $484K
|
498K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-18.7K- 20.37% |
$477K - $520K
|
73.2K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.7K- 41.48% |
$478K - $521K
|
26.4K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.4K- 10.62% |
$495K - $539K
|
163K
$4.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-19.8K- 97.15% |
$503K - $549K
|
580
$15.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-20.5K- 14.77% |
$522K - $570K
|
118K
$3.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-22.3K- 82.79% |
$568K - $619K
|
4.64K
$122K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-22.6K- 5.12% |
$577K - $629K
|
420K
$11.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-23K- 19.09% |
$587K - $640K
|
97.6K
$2.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-24.2K- 3.59% |
$618K - $674K
|
651K
$17.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-28K- 5.27% |
$714K - $778K
|
504K
$13.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.1K- 75.17% |
$717K - $782K
|
9.3K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-28.3K- 31.61% |
$722K - $787K
|
61.3K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29K- 12.76% |
$738K - $804K
|
198K
$5.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-29.5K- 2.58% |
$752K - $819K
|
1.11M
$29.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-29.7K- 19.61% |
$757K - $825K
|
122K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-30.3K- 64.82% |
$772K - $842K
|
16.4K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.2K- 58.61% |
$795K - $867K
|
22K
$581K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.5K- 50.37% |
$829K - $903K
|
32K
$845K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-35.5K- 8.33% |
$904K - $986K
|
391K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-37K- 8.35% |
$943K - $1.03M
|
406K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-43.4K- 9.66% |
$1.11M - $1.21M
|
406K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-55.6K- 37.27% |
$1.42M - $1.54M
|
93.5K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-59.3K- 8.66% |
$1.51M - $1.65M
|
626K
$16.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-59.6K- 88.14% |
$1.52M - $1.66M
|
8.02K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-60.6K- 27.46% |
$1.54M - $1.68M
|
160K
$4.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-66.7K- 28.84% |
$1.7M - $1.85M
|
164K
$4.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-69.3K- 8.69% |
$1.77M - $1.93M
|
728K
$19.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-78.6K- 39.69% |
$2M - $2.18M
|
119K
$3.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-83.6K- 28.07% |
$2.13M - $2.32M
|
214K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-88.3K- 53.95% |
$2.25M - $2.45M
|
75.4K
$1.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-97.7K- 24.33% |
$2.49M - $2.71M
|
304K
$8.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-99.7K- 55.41% |
$2.54M - $2.77M
|
80.2K
$2.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-100K- 60.6% |
$2.56M - $2.79M
|
65.3K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-131K- 22.78% |
$3.33M - $3.63M
|
443K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-142K- 84.99% |
$3.61M - $3.94M
|
25.1K
$660K
|