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 |
|---|---|---|---|---|---|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
17,744
shares
|
$479,797
0.14% of portfolio
|
Q4 2024
Reduced 33.66%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,716
shares
|
$479,040
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,619
shares
|
$476,417
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
17,153
shares
|
$463,817
0.2% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
16,744
shares
|
$452,757
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
16,235
shares
|
$438,994
0.01% of portfolio
|
Q4 2024
Reduced 34.15%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
16,064
shares
|
$434,370
0.26% of portfolio
|
Q4 2024
Reduced 64.4%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
15,394
shares
|
$416,253
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
15,391
shares
|
$416,172
0.12% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
15,303
shares
|
$413,793
0.25% of portfolio
|
Q4 2024
Added 37.21%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
15,127
shares
|
$409,034
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
15,004
shares
|
$405,708
0.07% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,933
shares
|
$403,788
0.0% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,828
shares
|
$400,949
0.04% of portfolio
|
Q4 2022
Added 145.05%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
14,249
shares
|
$385,292
0.0% of portfolio
|
Q4 2024
Added 57.6%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
14,009
shares
|
$378,803
0.0% of portfolio
|
Q4 2024
Reduced 21.29%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
13,952
shares
|
$377,262
0.25% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
13,553
shares
|
$366,473
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
13,466
shares
|
$364,120
0.02% of portfolio
|
Q4 2024
Reduced 62.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
13,456
shares
|
$363,850
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
13,114
shares
|
$354,602
0.11% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
12,751
shares
|
$344,787
0.07% of portfolio
|
Q2 2023
Reduced 57.39%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
12,602
shares
|
$340,758
0.05% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
12,599
shares
|
$340,676
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
12,548
shares
|
$339,297
0.03% of portfolio
|
Q4 2024
Added 1.22%
|