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 515 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $9.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
43,711
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 52.19%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
43,677
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
43,564
shares
|
$1.13 Million
0.36% of portfolio
|
Q1 2025
Added 145.51%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
43,258
shares
|
$1.13 Million
1.16% of portfolio
|
Q1 2025
Reduced 24.29%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
42,973
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
41,138
shares
|
$1.07 Million
0.47% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
38,883
shares
|
$1.01 Million
0.57% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
38,514
shares
|
$1 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
38,086
shares
|
$990,616
0.05% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
38,015
shares
|
$988,770
0.46% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
37,440
shares
|
$973,814
0.0% of portfolio
|
Q1 2025
Reduced 70.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
37,191
shares
|
$967,337
0.03% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
37,054
shares
|
$963,774
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
36,814
shares
|
$957,532
0.33% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
35,833
shares
|
$932,016
0.54% of portfolio
|
Q1 2025
Added 115.15%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
35,769
shares
|
$930,351
0.36% of portfolio
|
Q1 2025
Added 44.01%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
35,332
shares
|
$918,985
0.07% of portfolio
|
Q1 2025
Added 46.76%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
34,536
shares
|
$898,281
0.21% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
34,443
shares
|
$895,862
0.56% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
34,090
shares
|
$886,680
0.04% of portfolio
|
Q1 2025
Added 153.16%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
33,624
shares
|
$874,560
0.07% of portfolio
|
Q1 2025
Reduced 27.6%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
32,687
shares
|
$850,188
0.85% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
31,407
shares
|
$816,896
0.24% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
30,690
shares
|
$798,246
0.03% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
30,391
shares
|
$790,469
0.09% of portfolio
|
Q1 2025
Added 3.1%
|