Latest Institutional Transactions on Spdr Portfolio Long Term Treas (SPTL)
This table provides information on the latest institutional transactions involving Spdr Portfolio Long Term Treas (SPTL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
26+ 81.25% |
$662 - $722
|
58
$1.56K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4New |
$102 - $111
|
4
$107
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
706New |
$18K - $19.6K
|
706
$18.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.1K- 75.17% |
$717K - $782K
|
9.3K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-280Closed |
$7.13K - $7.78K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.43K+ 32.01% |
$61.8K - $67.4K
|
10K
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.5K- 6.99% |
$63.8K - $69.5K
|
33.3K
$895K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
550New |
$14K - $15.3K
|
550
$14.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.42% |
$76.4 - $83.3
|
719
$19.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
19KNew |
$483K - $526K
|
19K
$509K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
239New |
$6.09K - $6.64K
|
239
$6.41K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19.4K+ 1232.45% |
$496K - $540K
|
21K
$564K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
98.5KNew |
$2.51M - $2.74M
|
98.5K
$2.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26.4KNew |
$672K - $733K
|
26.4K
$708K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-112- 21.83% |
$2.85K - $3.11K
|
401
$10.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
10.7KNew |
$272K - $296K
|
10.7K
$286K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
31.4K+ 11.04% |
$803K - $869K
|
316K
$8.49M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.56K+ 8.33% |
$39.9K - $43.2K
|
20.3K
$545K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
76New |
$1.94K - $2.1K
|
76
$2.04K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.41KNew |
$189K - $205K
|
7.41K
$199K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37.2K- 83.38% |
$949K - $1.03M
|
7.41K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.8K+ 26.94% |
$378K - $410K
|
69.8K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.3K+ 9.19% |
$110K - $119K
|
51.1K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
409KNew |
$10.4M - $11.3M
|
409K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.81KNew |
$46.2K - $50K
|
1.81K
$48.6K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
153KNew |
$3.9M - $4.22M
|
153K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
8.39KNew |
$214K - $232K
|
8.39K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12New |
$306 - $332
|
12
$322
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-218- 2.63% |
$5.57K - $6.03K
|
8.07K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
871New |
$22.2K - $24.1K
|
871
$23.4K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
9.3KNew |
$238K - $257K
|
9.3K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
101KNew |
$2.58M - $2.79M
|
101K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
981New |
$25.1K - $27.1K
|
981
$26.3K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
335+ 9.15% |
$8.56K - $9.26K
|
4K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
55New |
$1.4K - $1.52K
|
55
$1.48K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
185New |
$4.72K - $5.11K
|
185
$4.97K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-130K- 93.58% |
$3.32M - $3.59M
|
8.91K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-73- 0.36% |
$1.86K - $2.02K
|
20.2K
$543K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.08K- 16.58% |
$53.1K - $57.5K
|
10.5K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-19.2K- 71.61% |
$490K - $530K
|
7.61K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10.5KNew |
$269K - $291K
|
10.5K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
111New |
$2.83K - $3.07K
|
111
$2.98K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
499+ 66.62% |
$12.7K - $13.8K
|
1.25K
$33.5K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
703+ 35150.0% |
$18K - $19.4K
|
705
$18.9K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-920- 99.03% |
$23.5K - $25.4K
|
9
$242
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-333K- 42.19% |
$8.49M - $9.19M
|
456K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
90New |
$2.3K - $2.49K
|
90
$2.42K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-459- 4.88% |
$11.7K - $12.7K
|
8.95K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.6KNew |
$296K - $320K
|
11.6K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
3.08K+ 29.01% |
$78.6K - $85K
|
13.7K
$367K
|
|