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 463 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $9.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
43,498
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Added 52.31%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
43,350
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
43,335
shares
|
$1.17 Million
0.3% of portfolio
|
Q3 2024
Reduced 24.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
42,618
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
42,317
shares
|
$1.14 Million
0.37% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
42,135
shares
|
$1.13 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
42,084
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
41,336
shares
|
$1.11 Million
0.27% of portfolio
|
Q3 2024
Reduced 22.43%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,823
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
39,523
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
39,132
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
38,345
shares
|
$1.03 Million
0.48% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
38,216
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 36.12%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
37,923
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2024
Reduced 41.99%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
37,370
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
36,613
shares
|
$985,621
0.38% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
36,591
shares
|
$985,029
0.08% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
36,575
shares
|
$984,599
0.63% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
35,841
shares
|
$964,839
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
35,280
shares
|
$949,737
0.74% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
34,092
shares
|
$917,756
0.11% of portfolio
|
Q3 2024
Reduced 19.43%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
33,541
shares
|
$902,923
0.1% of portfolio
|
Q3 2024
Added 31.32%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
33,259
shares
|
$895,332
0.11% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
32,379
shares
|
$871,642
0.03% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
31,803
shares
|
$856,136
0.28% of portfolio
|
Q4 2023
Reduced 1.88%
|