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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
262,237
shares
|
$7.09 Million
0.13% of portfolio
|
Q2 2023
Added 6.7%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
262,057
shares
|
$7.09 Million
2.71% of portfolio
|
Q4 2024
Added 87.3%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
260,604
shares
|
$7.05 Million
2.03% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
235,745
shares
|
$6.37 Million
0.22% of portfolio
|
Q4 2024
Added 181.09%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
234,862
shares
|
$6.35 Million
4.5% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
226,428
shares
|
$6.12 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
216,460
shares
|
$5.85 Million
3.83% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
211,538
shares
|
$5.72 Million
1.25% of portfolio
|
Q4 2024
Reduced 65.58%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
207,393
shares
|
$5.61 Million
1.49% of portfolio
|
Q4 2024
Added 95.18%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
206,504
shares
|
$5.58 Million
0.15% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
200,431
shares
|
$5.42 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
200,388
shares
|
$5.42 Million
0.13% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
195,984
shares
|
$5.3 Million
0.31% of portfolio
|
Q4 2024
Added 1896.78%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
194,270
shares
|
$5.25 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
194,270
shares
|
$5.25 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
194,195
shares
|
$5.25 Million
1.18% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
191,886
shares
|
$5.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
189,805
shares
|
$5.13 Million
2.24% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
188,723
shares
|
$5.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
185,938
shares
|
$5.03 Million
0.1% of portfolio
|
Q4 2024
Reduced 74.13%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
183,144
shares
|
$4.95 Million
0.77% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
179,349
shares
|
$4.85 Million
0.04% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
174,593
shares
|
$4.72 Million
0.66% of portfolio
|
Q4 2024
Added 171.22%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
172,579
shares
|
$4.67 Million
2.34% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
171,481
shares
|
$4.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.53%
|