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 460 institutions that hold shares in the stock, with a total of 356 Million shares, which have been reported (via 13F filing form) to have a value of $9.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
20,391
shares
|
$532,612
0.38% of portfolio
|
Q4 2024
Reduced 44.25%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
20,181
shares
|
$527,127
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
19,933
shares
|
$520,649
0.13% of portfolio
|
Q4 2024
Reduced 31.02%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
19,661
shares
|
$513,545
0.84% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
19,457
shares
|
$508,216
0.04% of portfolio
|
Q3 2024
Added 107.34%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
19,331
shares
|
$504,925
0.06% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
19,262
shares
|
$503,123
0.13% of portfolio
|
Q4 2024
Reduced 67.55%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
18,891
shares
|
$493,432
0.2% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
18,866
shares
|
$492,779
0.13% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
18,703
shares
|
$488,522
0.06% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
18,672
shares
|
$487,712
0.23% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
18,467
shares
|
$482,358
0.03% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
18,403
shares
|
$480,686
0.03% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
18,355
shares
|
$479,432
0.04% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
17,798
shares
|
$464,883
0.01% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,716
shares
|
$462,741
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,619
shares
|
$460,208
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
17,031
shares
|
$444,849
0.01% of portfolio
|
Q3 2024
Reduced 34.52%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
16,643
shares
|
$434,715
0.16% of portfolio
|
Q3 2024
Added 48.29%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
16,420
shares
|
$428,890
0.0% of portfolio
|
Q3 2024
Added 340.33%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
15,974
shares
|
$417,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
15,961
shares
|
$416,901
0.12% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
15,391
shares
|
$402,012
0.12% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,067
shares
|
$393,550
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
14,924
shares
|
$389,814
0.0% of portfolio
|
Q3 2024
Added 55.43%
|