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 429 institutions that hold shares in the stock, with a total of 327 Million shares, which have been reported (via 13F filing form) to have a value of $9.61 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Auour Investments LLC
Wenham, MA |
Jul 19, 2024 Q2 2024 |
16,328
shares
|
$480,206
0.17% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 06, 2024 Q2 2024 |
15,736
shares
|
$462,795
0.29% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
15,086
shares
|
$443,679
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
14,995
shares
|
$441,002
0.0% of portfolio
|
Q2 2024
Reduced 45.46%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
14,923
shares
|
$438,885
0.01% of portfolio
|
Q1 2024
Added 204.29%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
14,918
shares
|
$438,738
0.04% of portfolio
|
Q2 2024
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,828
shares
|
$436,091
0.04% of portfolio
|
Q4 2022
Added 145.05%
|
|
Baker Tilly Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
14,808
shares
|
$435,503
0.17% of portfolio
|
Q2 2024
Added 39.17%
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
14,206
shares
|
$417,798
0.11% of portfolio
|
Q2 2024
Added 27.8%
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
14,103
shares
|
$414,769
0.02% of portfolio
|
Q2 2024
New holding
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
13,617
shares
|
$400,475
0.14% of portfolio
|
Q2 2024
Added 4115.79%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
13,582
shares
|
$399,446
0.1% of portfolio
|
Q2 2024
New holding
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
13,503
shares
|
$397,123
0.02% of portfolio
|
Q2 2024
Added 70.04%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
13,471
shares
|
$396,182
0.0% of portfolio
|
Q2 2024
Reduced 26.18%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
13,035
shares
|
$383,359
0.03% of portfolio
|
Q2 2024
Added 5.42%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
12,972
shares
|
$381,506
0.13% of portfolio
|
Q2 2024
New holding
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
12,512
shares
|
$367,977
0.09% of portfolio
|
Q2 2024
New holding
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Aug 14, 2024 Q2 2024 |
12,456
shares
|
$366,330
0.24% of portfolio
|
Q2 2024
Added 33.3%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
12,423
shares
|
$365,360
0.01% of portfolio
|
Q2 2024
Reduced 24.54%
|
|
Xr Securities LLC
|
Aug 05, 2024 Q2 2024 |
12,109
shares
|
$356,125
0.06% of portfolio
|
Q2 2024
Added 30.58%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
11,965
shares
|
$351,890
0.01% of portfolio
|
Q2 2024
Reduced 8.05%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
11,749
shares
|
$345,538
0.02% of portfolio
|
Q2 2024
Reduced 84.11%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
11,707
shares
|
$344,302
0.01% of portfolio
|
Q2 2024
New holding
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
11,565
shares
|
$340,126
0.02% of portfolio
|
Q2 2024
Added 1.57%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
11,426
shares
|
$336,038
0.0% of portfolio
|
Q2 2024
Reduced 85.84%
|