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 483 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 $9.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
2,380,945
shares
|
$64.7 Million
0.72% of portfolio
|
Q4 2024
Reduced 30.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,354,764
shares
|
$64 Million
0.74% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
2,275,200
shares
|
$61.8 Million
2.38% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,237,839
shares
|
$60.8 Million
0.24% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,216,944
shares
|
$60.3 Million
1.7% of portfolio
|
Q4 2024
Added 27.11%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,133,978
shares
|
$58 Million
6.59% of portfolio
|
Q4 2024
Added 32995.19%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
2,010,033
shares
|
$54.6 Million
5.52% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
1,824,701
shares
|
$49.6 Million
5.24% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,385,302
shares
|
$37.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,282,658
shares
|
$34.9 Million
0.32% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,255,396
shares
|
$34.1 Million
0.07% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,245,092
shares
|
$33.8 Million
0.03% of portfolio
|
Q4 2024
Added 55.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,239,113
shares
|
$33.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
1,188,556
shares
|
$32.3 Million
10.6% of portfolio
|
Q4 2024
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,180,677
shares
|
$32.1 Million
5.84% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,175,241
shares
|
$31.9 Million
1.69% of portfolio
|
Q4 2024
Added 44.05%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,166,274
shares
|
$31.7 Million
0.42% of portfolio
|
Q4 2024
Added 14404.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,153,500
shares
|
$31.4 Million
0.01% of portfolio
|
Q4 2024
Added 51.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,014,181
shares
|
$27.6 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,013,478
shares
|
$27.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 67.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
996,088
shares
|
$27.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 30.13%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
989,377
shares
|
$26.9 Million
0.93% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
932,737
shares
|
$25.4 Million
0.55% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
917,131
shares
|
$24.9 Million
4.56% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
901,184
shares
|
$24.5 Million
1.3% of portfolio
|
Q4 2024
Added 15.32%
|