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 482 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 $9.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
8,585
shares
|
$234,112
0.01% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
8,454
shares
|
$230,540
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,266
shares
|
$225,413
0.09% of portfolio
|
Q4 2024
Reduced 44.56%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
8,061
shares
|
$219,823
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
8,044
shares
|
$219,359
0.1% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
7,887
shares
|
$215,078
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
7,820
shares
|
$213,251
0.02% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
7,691
shares
|
$209,733
0.09% of portfolio
|
Q4 2024
Reduced 33.23%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
7,367
shares
|
$200,898
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
7,256
shares
|
$197,871
0.0% of portfolio
|
Q4 2024
Added 78.37%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
6,732
shares
|
$183,581
0.0% of portfolio
|
Q4 2024
Added 82.04%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
6,593
shares
|
$179,791
0.32% of portfolio
|
Q4 2024
Reduced 77.13%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,357
shares
|
$173,355
0.0% of portfolio
|
Q4 2024
Added 1838.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,155
shares
|
$140,576
0.01% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,993
shares
|
$136,159
0.03% of portfolio
|
Q2 2023
Reduced 13.2%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
4,517
shares
|
$123,178
0.03% of portfolio
|
Q4 2024
Added 1664.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,153
shares
|
$113,252
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,937
shares
|
$107,361
0.01% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,884
shares
|
$105,916
0.0% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,780
shares
|
$103,080
0.19% of portfolio
|
Q3 2022
Added 48.24%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
3,719
shares
|
$101,417
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
3,661
shares
|
$99,835
0.0% of portfolio
|
Q4 2024
Reduced 51.26%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
2,992
shares
|
$81,591
0.0% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,990
shares
|
$81,537
0.05% of portfolio
|
Q4 2024
Added 49.72%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,990
shares
|
$81,537
0.01% of portfolio
|
Q4 2024
New holding
|