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 486 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 $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
12,508
shares
|
$338,216
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
12,380
shares
|
$334,755
0.0% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
12,192
shares
|
$329,671
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
12,121
shares
|
$327,751
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,910
shares
|
$322,046
0.04% of portfolio
|
Q4 2024
Reduced 38.26%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
11,560
shares
|
$312,582
0.01% of portfolio
|
Q4 2024
Reduced 26.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,520
shares
|
$311,500
0.0% of portfolio
|
Q4 2024
Reduced 22.81%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
11,490
shares
|
$310,689
0.02% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,276
shares
|
$304,903
0.01% of portfolio
|
Q4 2024
Reduced 74.08%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
11,262
shares
|
$304,524
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
10,655
shares
|
$288,111
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,500
shares
|
$283,920
0.02% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
10,379
shares
|
$280,648
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,177
shares
|
$275,186
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
9,983
shares
|
$269,940
0.04% of portfolio
|
Q4 2024
Reduced 57.83%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
9,891
shares
|
$267,452
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,814
shares
|
$265,370
0.1% of portfolio
|
Q1 2024
Added 6.62%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
9,428
shares
|
$254,933
0.08% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
9,413
shares
|
$254,527
0.02% of portfolio
|
Q4 2024
Reduced 15.93%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
9,238
shares
|
$249,795
0.09% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
9,206
shares
|
$248,930
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,188
shares
|
$248,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,113
shares
|
$246,415
0.01% of portfolio
|
Q4 2024
Reduced 28.94%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
8,811
shares
|
$238,249
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
8,776
shares
|
$237,303
0.06% of portfolio
|
Q4 2024
Added 3.94%
|