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 363 Million shares, which have been reported (via 13F filing form) to have a value of $9.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
41,022
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
40,748
shares
|
$1.1 Million
0.81% of portfolio
|
Q4 2024
Reduced 34.07%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
40,471
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Added 64.76%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
40,313
shares
|
$1.09 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
39,881
shares
|
$1.08 Million
0.32% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
38,801
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.2%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
38,727
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
38,441
shares
|
$1.04 Million
0.43% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
38,236
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Added 305.21%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
37,934
shares
|
$1.03 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
36,968
shares
|
$999,614
0.72% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
35,406
shares
|
$957,378
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
35,327
shares
|
$955,242
0.03% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
35,122
shares
|
$949,698
0.25% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
34,767
shares
|
$940,099
0.05% of portfolio
|
Q4 2024
Reduced 21.75%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
33,873
shares
|
$915,925
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
31,952
shares
|
$863,982
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
30,311
shares
|
$819,609
0.34% of portfolio
|
Q4 2024
Added 221.43%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
30,204
shares
|
$816,716
0.51% of portfolio
|
Q4 2024
Added 66.28%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
30,100
shares
|
$813,904
0.22% of portfolio
|
Q4 2024
Reduced 30.57%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
30,073
shares
|
$813,173
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
30,015
shares
|
$811,605
0.02% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
29,546
shares
|
$798,923
0.2% of portfolio
|
Q4 2024
Added 915.33%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
29,477
shares
|
$797,058
0.08% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
29,157
shares
|
$788,405
0.43% of portfolio
|
Q4 2024
Added 38.01%
|