Institutional Ownership Spdr Portfolio Long Term Treas (SPTL)
This table provides information about the institutional ownership of Spdr Portfolio Long Term Treas (SPTL). We have compiled data on the 483 institutions that hold shares in the stock, with a total of 362 Million shares, which have been reported (via 13F filing form) to have a value of $9.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
883,573
shares
|
$23.9 Million
0.03% of portfolio
|
Q3 2024
Added 51.2%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
870,572
shares
|
$23.5 Million
1.28% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
867,096
shares
|
$23.4 Million
1.33% of portfolio
|
Q4 2024
Added 184.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
848,319
shares
|
$22.9 Million
0.14% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
814,822
shares
|
$22 Million
1.36% of portfolio
|
Q4 2024
Reduced 30.18%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
799,044
shares
|
$21.6 Million
2.06% of portfolio
|
Q2 2024
Added 5.47%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
797,718
shares
|
$21.6 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
788,328
shares
|
$21.3 Million
1.35% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
784,456
shares
|
$21.2 Million
1.5% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
687,963
shares
|
$18.6 Million
2.86% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
675,941
shares
|
$18.3 Million
0.03% of portfolio
|
Q4 2024
Added 170.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
660,884
shares
|
$17.9 Million
0.11% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
660,229
shares
|
$17.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
653,849
shares
|
$17.7 Million
9.24% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
622,868
shares
|
$16.8 Million
0.05% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
602,209
shares
|
$16.3 Million
0.19% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
597,711
shares
|
$16.2 Million
0.32% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
573,907
shares
|
$15.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 49.74%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
556,877
shares
|
$15.1 Million
2.82% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
532,673
shares
|
$14.4 Million
0.65% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
515,746
shares
|
$13.9 Million
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
499,129
shares
|
$13.5 Million
0.08% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
496,248
shares
|
$13.4 Million
10.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
495,673
shares
|
$13.4 Million
2.18% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,096
shares
|
$12.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.82%
|