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 |
|---|---|---|---|---|---|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
82,464
shares
|
$2.24 Million
0.27% of portfolio
|
Q4 2024
Reduced 30.33%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
82,420
shares
|
$2.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
81,647
shares
|
$2.22 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
80,230
shares
|
$2.18 Million
0.08% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
77,739
shares
|
$2.11 Million
0.86% of portfolio
|
Q4 2024
Added 17.46%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
76,911
shares
|
$2.09 Million
0.27% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
76,181
shares
|
$2.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
74,446
shares
|
$2.02 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
72,779
shares
|
$1.98 Million
1.4% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
71,124
shares
|
$1.93 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
71,124
shares
|
$1.93 Million
1.49% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
70,006
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Added 66.35%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
69,726
shares
|
$1.9 Million
0.56% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
67,451
shares
|
$1.83 Million
0.94% of portfolio
|
Q1 2024
Added 9.66%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
66,956
shares
|
$1.82 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
65,154
shares
|
$1.77 Million
0.68% of portfolio
|
Q4 2024
Reduced 18.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
65,100
shares
|
$1.77 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
64,639
shares
|
$1.76 Million
0.06% of portfolio
|
Q4 2024
Reduced 90.54%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
62,582
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
62,500
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
61,584
shares
|
$1.67 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
60,288
shares
|
$1.64 Million
0.23% of portfolio
|
Q4 2024
Reduced 59.29%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
59,604
shares
|
$1.62 Million
0.23% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
58,835
shares
|
$1.6 Million
0.46% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
57,134
shares
|
$1.55 Million
1.45% of portfolio
|
Q4 2024
New holding
|