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 |
---|---|---|---|---|---|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
1,039
shares
|
$28,333
0.02% of portfolio
|
Q4 2024
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
1,020
shares
|
$27,815
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
981
shares
|
$26,751
0.02% of portfolio
|
Q3 2024
New holding
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
929
shares
|
$25,333
0.0% of portfolio
|
Q4 2024
Added 2410.81%
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
926
shares
|
$25,252
0.0% of portfolio
|
Q4 2024
Added 11.43%
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
788
shares
|
$21,488
0.01% of portfolio
|
Q3 2024
New holding
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
749
shares
|
$20,425
0.0% of portfolio
|
Q3 2024
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
736
shares
|
$20,070
0.01% of portfolio
|
Q4 2024
Reduced 84.04%
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
716
shares
|
$19,525
0.0% of portfolio
|
Q1 2024
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
686
shares
|
$18,707
0.0% of portfolio
|
Q3 2024
Reduced 39.88%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
624
shares
|
$17,016
0.0% of portfolio
|
Q4 2024
Added 61.24%
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
614
shares
|
$16,743
0.01% of portfolio
|
Q4 2024
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
590
shares
|
$16,089
0.01% of portfolio
|
Q3 2024
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
565
shares
|
$15,407
0.03% of portfolio
|
Q4 2024
Reduced 65.96%
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
538
shares
|
$14,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
526
shares
|
$14,344
0.01% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
457
shares
|
$12,462
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
444
shares
|
$12,107
0.01% of portfolio
|
Q4 2024
New holding
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
425
shares
|
$11,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
401
shares
|
$10,935
0.0% of portfolio
|
Q4 2024
New holding
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
390
shares
|
$10,635
0.01% of portfolio
|
Q4 2024
New holding
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
381
shares
|
$10,389
0.0% of portfolio
|
Q3 2024
Added 1556.52%
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
371
shares
|
$10,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
348
shares
|
$9,489
0.0% of portfolio
|
Q4 2024
Added 3380.0%
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
308
shares
|
$8,399
0.0% of portfolio
|
Q4 2024
Added 14.07%
|