Purchases and Sales Made in Q3 2025 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.13M+ 231.53% |
$28.9M - $30.7M
|
1.61M
$44.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
364K+ 5.12% |
$9.35M - $9.91M
|
7.48M
$204M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
325K+ 257624.59% |
$8.33M - $8.83M
|
325K
$8.88M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
295K+ 11.19% |
$7.57M - $8.02M
|
2.93M
$80.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
250K+ 23.61% |
$6.41M - $6.8M
|
1.31M
$35.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
196K+ 7.97% |
$5.03M - $5.33M
|
2.65M
$72.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
190K+ 4.96% |
$4.89M - $5.18M
|
4.03M
$110M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
130K+ 27.94% |
$3.35M - $3.55M
|
597K
$16.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
119K+ 19.77% |
$3.05M - $3.23M
|
719K
$19.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
103K+ 6.53% |
$2.65M - $2.81M
|
1.69M
$46.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
96.3K+ 11.35% |
$2.47M - $2.62M
|
945K
$25.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
87.7K+ 2.26% |
$2.25M - $2.39M
|
3.96M
$108M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
79.2KNew |
$2.03M - $2.15M
|
79.2K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
77.5K+ 9.35% |
$1.99M - $2.11M
|
906K
$24.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
72.2K+ 318.38% |
$1.85M - $1.97M
|
94.9K
$2.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
68.4K+ 6.66% |
$1.76M - $1.86M
|
1.1M
$29.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
67.9K+ 7.01% |
$1.74M - $1.85M
|
1.04M
$28.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
64.3K+ 9.09% |
$1.65M - $1.75M
|
771K
$21.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
59.5KNew |
$1.53M - $1.62M
|
59.5K
$1.63M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
57.8K+ 22.69% |
$1.48M - $1.57M
|
312K
$8.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
46.3K+ 24.44% |
$1.19M - $1.26M
|
236K
$6.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
44.7KNew |
$1.15M - $1.22M
|
44.7K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
41.8K+ 336.2% |
$1.07M - $1.14M
|
54.3K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
38.4KNew |
$986K - $1.05M
|
38.4K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
37.9K+ 37.57% |
$973K - $1.03M
|
139K
$3.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
35.6K+ 17.41% |
$914K - $969K
|
240K
$6.56M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
32.1K+ 44.42% |
$825K - $874K
|
104K
$2.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
31.1KNew |
$799K - $847K
|
31.1K
$851K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
29.6K+ 6.22% |
$760K - $805K
|
506K
$13.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
29.2K+ 1593.24% |
$750K - $795K
|
31K
$849K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
25.9K+ 2.82% |
$664K - $704K
|
944K
$25.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25.4K+ 5.84% |
$653K - $692K
|
461K
$12.6M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
23K+ 6.81% |
$590K - $625K
|
360K
$9.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
21.3K+ 3.77% |
$546K - $579K
|
586K
$16M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.9K+ 10.77% |
$382K - $405K
|
153K
$4.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13K+ 5.46% |
$334K - $354K
|
252K
$6.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
12.7KNew |
$326K - $346K
|
12.7K
$347K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.7K+ 19.8% |
$300K - $318K
|
70.7K
$1.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.6K+ 132.1% |
$272K - $288K
|
18.6K
$509K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.71KNew |
$249K - $264K
|
9.71K
$265K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.34K+ 34.97% |
$240K - $254K
|
36.1K
$986K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
8.23K+ 14.79% |
$211K - $224K
|
63.8K
$1.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
8.21K+ 33.4% |
$211K - $223K
|
32.8K
$896K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
7.26K+ 2.06% |
$186K - $197K
|
360K
$9.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.02K+ 10.59% |
$180K - $191K
|
73.3K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.01K+ 44.21% |
$180K - $191K
|
22.9K
$625K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.64K+ 66.55% |
$145K - $153K
|
14.1K
$386K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.31K+ 13.82% |
$111K - $117K
|
35.5K
$969K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.25K+ 15.3% |
$109K - $116K
|
32K
$875K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
3.97K+ 7.64% |
$102K - $108K
|
56K
$1.53M
|