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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-145K- 14.59% |
$3.69M - $4.03M
|
849K
$22.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-151K- 2.78% |
$3.85M - $4.2M
|
5.28M
$139M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-152K- 61.97% |
$3.87M - $4.21M
|
93.1K
$2.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-179K- 68.75% |
$4.56M - $4.97M
|
81.3K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-201K- 21.6% |
$5.13M - $5.59M
|
731K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-206K- 11.53% |
$5.25M - $5.73M
|
1.58M
$41.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-220K- 8.34% |
$5.61M - $6.12M
|
2.42M
$63.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-247K- 76.88% |
$6.3M - $6.87M
|
74.4K
$1.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-356K- 41.84% |
$9.07M - $9.89M
|
495K
$13M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-520K- 38.0% |
$13.3M - $14.5M
|
849K
$22.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-558K- 59.8% |
$14.2M - $15.5M
|
375K
$9.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-564K- 43.04% |
$14.4M - $15.7M
|
746K
$19.7M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-618K- 98.15% |
$15.7M - $17.2M
|
11.6K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-722K- 60.27% |
$18.4M - $20.1M
|
476K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.02M- 39.45% |
$26.1M - $28.4M
|
1.57M
$41.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.22M- 97.38% |
$31.1M - $34M
|
32.9K
$868K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.29M- 12.05% |
$32.8M - $35.7M
|
9.38M
$247M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.53M- 58.59% |
$38.9M - $42.4M
|
1.08M
$28.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.25M- 15.13% |
$57.4M - $62.5M
|
12.6M
$333M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.28M- 61.6% |
$58M - $63.2M
|
1.42M
$37.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.34M- 94.73% |
$59.5M - $64.9M
|
130K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.36M- 96.14% |
$60.2M - $65.7M
|
95K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.44M- 86.52% |
$62M - $67.7M
|
379K
$10M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.9M- 47.29% |
$201M - $219M
|
8.8M
$232M
|