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 |
|---|---|---|---|---|---|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
56,621
shares
|
$1.54 Million
0.87% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
56,535
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
55,689
shares
|
$1.51 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
55,495
shares
|
$1.51 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
55,291
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
55,272
shares
|
$1.5 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
54,995
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.61%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
51,027
shares
|
$1.39 Million
1.8% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
50,674
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2024
Added 52.36%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
46,933
shares
|
$1.28 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
46,817
shares
|
$1.27 Million
0.15% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
46,776
shares
|
$1.27 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
46,443
shares
|
$1.26 Million
0.1% of portfolio
|
Q4 2024
Reduced 32.48%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
44,855
shares
|
$1.22 Million
0.26% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
44,580
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Reduced 58.1%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
44,573
shares
|
$1.21 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
44,051
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
43,251
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 19.77%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
43,201
shares
|
$1.17 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
42,426
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
42,139
shares
|
$1.15 Million
0.55% of portfolio
|
Q4 2024
Added 34.75%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
42,085
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
41,866
shares
|
$1.14 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
41,399
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 49.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
41,278
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Reduced 31.2%
|