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 |
|---|---|---|---|---|---|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
22,441
shares
|
$606,804
0.7% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
22,399
shares
|
$605,668
0.02% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
21,150
shares
|
$571,896
0.05% of portfolio
|
Q4 2023
Reduced 4.09%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
21,004
shares
|
$567,948
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
20,682
shares
|
$559,241
0.11% of portfolio
|
Q4 2024
Reduced 45.46%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
20,660
shares
|
$558,646
0.35% of portfolio
|
Q4 2024
Reduced 51.18%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
20,391
shares
|
$551,372
0.38% of portfolio
|
Q4 2024
Reduced 44.25%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
20,322
shares
|
$549,506
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
20,180
shares
|
$545,667
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
19,933
shares
|
$538,988
0.13% of portfolio
|
Q4 2024
Reduced 31.02%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
19,885
shares
|
$537,690
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
19,331
shares
|
$522,710
0.06% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
19,262
shares
|
$520,844
0.13% of portfolio
|
Q4 2024
Reduced 67.55%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
18,810
shares
|
$508,622
0.11% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
18,763
shares
|
$507,351
0.42% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
18,762
shares
|
$507,324
0.0% of portfolio
|
Q4 2024
Added 63.49%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
18,753
shares
|
$507,081
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
18,703
shares
|
$505,729
0.06% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
18,672
shares
|
$504,890
0.23% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
18,467
shares
|
$499,347
0.03% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
18,403
shares
|
$497,617
0.03% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
18,355
shares
|
$496,319
0.04% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
18,212
shares
|
$492,452
0.09% of portfolio
|
Q1 2025
Added 25.95%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
17,934
shares
|
$484,935
0.05% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
17,758
shares
|
$480,176
0.0% of portfolio
|
Q4 2024
Added 11.17%
|