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 |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
448,510
shares
|
$12.2 Million
1.15% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
436,758
shares
|
$11.9 Million
2.15% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
419,110
shares
|
$11.4 Million
0.63% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
418,608
shares
|
$11.4 Million
0.48% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
415,129
shares
|
$11.3 Million
3.22% of portfolio
|
Q4 2024
Added 93.06%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
415,129
shares
|
$11.3 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
404,311
shares
|
$11 Million
0.03% of portfolio
|
Q4 2024
Added 802.72%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
396,660
shares
|
$10.8 Million
0.73% of portfolio
|
Q4 2024
Reduced 29.69%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
387,420
shares
|
$10.5 Million
2.12% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
379,590
shares
|
$10.3 Million
1.2% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
371,299
shares
|
$10.1 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
363,548
shares
|
$9.88 Million
2.19% of portfolio
|
Q4 2024
Added 23.59%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
357,655
shares
|
$9.72 Million
2.9% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
337,949
shares
|
$9.19 Million
0.56% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
327,437
shares
|
$8.9 Million
0.09% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
321,439
shares
|
$8.74 Million
0.75% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
313,490
shares
|
$8.52 Million
0.25% of portfolio
|
Q4 2024
Reduced 32.6%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
295,605
shares
|
$8.03 Million
0.64% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
285,281
shares
|
$7.75 Million
1.34% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
282,728
shares
|
$7.68 Million
0.08% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
277,432
shares
|
$7.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
271,233
shares
|
$7.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 53.23%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
269,828
shares
|
$7.33 Million
0.73% of portfolio
|
Q4 2024
Added 30.64%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
266,040
shares
|
$7.23 Million
0.11% of portfolio
|
Q4 2024
Added 113.01%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
264,162
shares
|
$7.18 Million
4.03% of portfolio
|
Q4 2024
Added 5.01%
|