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 |
|---|---|---|---|---|---|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
23,443
shares
|
$609,752
0.39% of portfolio
|
Q1 2025
Reduced 22.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
22,399
shares
|
$582,597
0.02% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
22,221
shares
|
$577,968
0.25% of portfolio
|
Q1 2025
Reduced 48.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
21,421
shares
|
$557,160
0.0% of portfolio
|
Q1 2025
Added 415.8%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
21,159
shares
|
$550,345
0.12% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
21,153
shares
|
$550,189
0.91% of portfolio
|
Q1 2025
Reduced 20.32%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
21,150
shares
|
$550,111
0.05% of portfolio
|
Q4 2023
Reduced 4.09%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
21,109
shares
|
$549,045
0.13% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
20,872
shares
|
$542,880
0.0% of portfolio
|
Q1 2025
Added 2631.94%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
20,552
shares
|
$534,557
0.27% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
20,454
shares
|
$532,008
0.0% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
20,446
shares
|
$531,800
0.15% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
20,338
shares
|
$528,991
0.25% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
20,316
shares
|
$528,419
0.04% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
20,249
shares
|
$526,676
0.2% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
20,135
shares
|
$523,711
0.26% of portfolio
|
Q1 2025
Added 1689.78%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
19,980
shares
|
$519,679
0.08% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
19,552
shares
|
$508,547
0.05% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
18,982
shares
|
$493,721
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
18,778
shares
|
$488,415
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
18,408
shares
|
$478,792
0.02% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
18,212
shares
|
$473,694
0.09% of portfolio
|
Q1 2025
Added 25.95%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,716
shares
|
$460,793
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
17,635
shares
|
$458,686
0.06% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,619
shares
|
$458,270
0.02% of portfolio
|
Q4 2023
New holding
|