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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
381
shares
|
$10,302
0.0% of portfolio
|
Q3 2024
Added 1556.52%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
371
shares
|
$10,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
348
shares
|
$9,409
0.0% of portfolio
|
Q4 2024
Added 3380.0%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
308
shares
|
$8,328
0.0% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
287
shares
|
$7,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
280
shares
|
$7,571
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
271
shares
|
$7,327
0.0% of portfolio
|
Q4 2024
Reduced 83.55%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
270
shares
|
$7,300
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
265
shares
|
$7,165
0.0% of portfolio
|
Q4 2024
Reduced 64.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
230
shares
|
$6,219
0.0% of portfolio
|
Q4 2024
Reduced 35.93%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
217
shares
|
$5,867
0.0% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
202
shares
|
$5,462
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
161
shares
|
$4,353
0.0% of portfolio
|
Q2 2024
Reduced 98.27%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
143
shares
|
$3,866
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
143
shares
|
$3,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
136
shares
|
$3,677
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
126
shares
|
$3,407
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
125
shares
|
$3,380
0.0% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
125
shares
|
$3,380
0.0% of portfolio
|
Q2 2024
Reduced 83.81%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
122
shares
|
$3,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
86
shares
|
$2,325
0.0% of portfolio
|
Q4 2024
Reduced 95.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
82
shares
|
$2,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
79
shares
|
$2,136
0.0% of portfolio
|
Q4 2024
Added 192.59%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
79
shares
|
$2,136
0.0% of portfolio
|
Q4 2024
Added 192.59%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
78
shares
|
$2,109
0.0% of portfolio
|
Q4 2019
New holding
|