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 457 institutions that hold shares in the stock, with a total of 357 Million shares, which have been reported (via 13F filing form) to have a value of $9.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
54,857,985
shares
|
$1.45 Billion
0.07% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
47,893,210
shares
|
$1.26 Billion
0.57% of portfolio
|
Q3 2024
Added 20.48%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
43,113,505
shares
|
$1.14 Billion
2.57% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
16,774,388
shares
|
$442 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
14,832,774
shares
|
$391 Million
0.14% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
14,134,630
shares
|
$372 Million
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
12,764,462
shares
|
$336 Million
4.89% of portfolio
|
Q2 2024
Added 9.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
11,011,941
shares
|
$290 Million
0.15% of portfolio
|
Q3 2024
Added 12.68%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
10,956,900
shares
|
$289 Million
7.54% of portfolio
|
Q1 2022
Added 18.36%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
5,906,434
shares
|
$156 Million
0.65% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,717,642
shares
|
$151 Million
1.95% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,871,775
shares
|
$102 Million
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
3,700,000
shares
|
$97.5 Million
13.06% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,645,792
shares
|
$96.1 Million
0.71% of portfolio
|
Q3 2024
Added 2339.28%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,547,183
shares
|
$93.5 Million
3.71% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
3,532,715
shares
|
$93.1 Million
0.11% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,425,556
shares
|
$90.3 Million
1.22% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,263,406
shares
|
$86 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,200,284
shares
|
$84.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,136,514
shares
|
$82.6 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,018,335
shares
|
$79.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,602,417
shares
|
$68.6 Million
0.17% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,523,683
shares
|
$66.5 Million
1.02% of portfolio
|
Q3 2024
Reduced 33.93%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
2,471,891
shares
|
$65.1 Million
6.15% of portfolio
|
Q3 2024
Added 12.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,418,679
shares
|
$63.7 Million
1.83% of portfolio
|
Q3 2024
Added 27.36%
|