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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
167,440
shares
|
$4.53 Million
0.21% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
167,240
shares
|
$4.52 Million
0.7% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
163,789
shares
|
$4.43 Million
0.06% of portfolio
|
Q4 2024
Reduced 34.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
157,084
shares
|
$4.25 Million
0.19% of portfolio
|
Q4 2024
Added 31.7%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
155,661
shares
|
$4.21 Million
0.15% of portfolio
|
Q4 2024
Reduced 71.44%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
154,444
shares
|
$4.18 Million
2.67% of portfolio
|
Q1 2024
Reduced 37.53%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
153,999
shares
|
$4.16 Million
0.46% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
151,141
shares
|
$4.09 Million
0.2% of portfolio
|
Q4 2024
Reduced 56.2%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
145,757
shares
|
$3.94 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
143,985
shares
|
$3.89 Million
0.39% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
143,695
shares
|
$3.89 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
142,143
shares
|
$3.84 Million
0.92% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
141,556
shares
|
$3.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
140,330
shares
|
$3.79 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
139,991
shares
|
$3.79 Million
0.3% of portfolio
|
Q4 2023
Added 1.28%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
138,762
shares
|
$3.75 Million
0.45% of portfolio
|
Q4 2024
Added 30.66%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
138,392
shares
|
$3.74 Million
3.36% of portfolio
|
Q3 2022
New holding
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
137,269
shares
|
$3.71 Million
1.25% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
131,920
shares
|
$3.57 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
130,260
shares
|
$3.52 Million
0.13% of portfolio
|
Q4 2024
Added 68.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
127,571
shares
|
$3.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
125,546
shares
|
$3.39 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
125,393
shares
|
$3.39 Million
0.01% of portfolio
|
Q4 2024
Added 207.16%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
125,326
shares
|
$3.39 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
121,582
shares
|
$3.29 Million
0.34% of portfolio
|
Q4 2024
Added 39.31%
|