Purchases and Sales Made in Q4 2025 in Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.03M+ 218.06% |
$27.5M - $28.5M
|
1.5M
$40.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
301K+ 4.03% |
$8.07M - $8.34M
|
7.78M
$209M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
250KNew |
$6.69M - $6.92M
|
250K
$6.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
237K+ 97.68% |
$6.35M - $6.57M
|
480K
$12.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
213K+ 1035.5% |
$5.71M - $5.91M
|
234K
$6.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
154K+ 33.38% |
$4.12M - $4.26M
|
615K
$16.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
120K+ 23286.21% |
$3.21M - $3.32M
|
120K
$3.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
71.8K+ 280.07% |
$1.92M - $1.99M
|
97.5K
$2.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
60.9K+ 14.81% |
$1.63M - $1.69M
|
472K
$12.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
43.8K+ 37.27% |
$1.17M - $1.21M
|
161K
$4.33M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
41.3K+ 92.58% |
$1.11M - $1.14M
|
86K
$2.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
32.6K+ 4.53% |
$873K - $902K
|
752K
$20.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
29.5KNew |
$789K - $816K
|
29.5K
$792K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
27.2KNew |
$728K - $753K
|
27.2K
$730K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
25.7KNew |
$686K - $710K
|
25.7K
$688K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
23.1K+ 105.76% |
$618K - $639K
|
44.9K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18.8K+ 130.85% |
$503K - $521K
|
33.2K
$891K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
18.4KNew |
$493K - $510K
|
18.4K
$495K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.3K+ 23.07% |
$437K - $451K
|
87K
$2.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
16.3K+ 17.13% |
$435K - $450K
|
111K
$2.98M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.3K+ 8.24% |
$355K - $368K
|
175K
$4.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.4KNew |
$306K - $316K
|
11.4K
$307K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.4KNew |
$278K - $287K
|
10.4K
$278K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
9.55K+ 3.54% |
$255K - $264K
|
279K
$7.49M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
7.54K+ 39.6% |
$202K - $209K
|
26.6K
$714K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.92K+ 3.85% |
$185K - $191K
|
186K
$5M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.71K+ 33.41% |
$153K - $158K
|
22.8K
$612K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.08K+ 4.86% |
$136K - $140K
|
110K
$2.94M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.09K+ 18.84% |
$110K - $113K
|
25.8K
$693K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3.27KNew |
$87.6K - $90.5K
|
3.27K
$87.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.13K+ 13.24% |
$83.8K - $86.6K
|
26.8K
$719K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.79KNew |
$74.6K - $77.1K
|
2.79K
$74.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.43K+ 1.01% |
$64.9K - $67.1K
|
243K
$6.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
2.39K+ 3.74% |
$63.8K - $66K
|
66.2K
$1.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.32K+ 1.4% |
$62.2K - $64.3K
|
169K
$4.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.11K+ 2.67% |
$56.6K - $58.5K
|
81.2K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.68K+ 1.4% |
$45K - $46.5K
|
121K
$3.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.33K+ 13.67% |
$35.5K - $36.7K
|
11K
$296K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
833+ 174.63% |
$22.3K - $23K
|
1.31K
$35.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
806+ 1.45% |
$21.6K - $22.3K
|
56.3K
$1.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
515+ 190.04% |
$13.8K - $14.3K
|
786
$21.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
298New |
$7.97K - $8.25K
|
298
$8K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
231New |
$6.18K - $6.39K
|
231
$6.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
227+ 0.86% |
$6.07K - $6.28K
|
26.5K
$712K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
220+ 0.31% |
$5.89K - $6.09K
|
72.3K
$1.94M
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
153New |
$4.09K - $4.23K
|
153
$4.11K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
56New |
$1.5K - $1.55K
|
56
$1.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39New |
$1.04K - $1.08K
|
39
$1.05K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.36% |
$214 - $221
|
596
$16K
|
|
|
Jan 20, 2026
Q4 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4+ 0.04% |
$107 - $111
|
10.2K
$275K
|
|