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 |
---|---|---|---|---|---|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
11,335
shares
|
$333,362
0.02% of portfolio
|
Q2 2024
Added 1.01%
|
|
Advisor Resource Council
|
Jul 15, 2024 Q2 2024 |
11,223
shares
|
$330,068
0.17% of portfolio
|
Q2 2024
Reduced 53.31%
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 16, 2024 Q2 2024 |
10,888
shares
|
$320,216
0.22% of portfolio
|
Q2 2024
Reduced 94.24%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
10,736
shares
|
$315,745
0.0% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
10,358
shares
|
$304,628
0.0% of portfolio
|
Q4 2023
New holding
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,177
shares
|
$299,305
0.05% of portfolio
|
Q1 2024
New holding
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2024 Q2 2024 |
10,142
shares
|
$298,276
0.09% of portfolio
|
Q2 2024
New holding
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,814
shares
|
$288,629
0.1% of portfolio
|
Q1 2024
Added 6.62%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
9,709
shares
|
$285,541
0.0% of portfolio
|
Q2 2024
Added 26.17%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
9,602
shares
|
$282,394
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Aug 14, 2024 Q2 2024 |
9,566
shares
|
$281,336
1.09% of portfolio
|
Q2 2024
New holding
|
|
Bank Ozk
|
Jul 29, 2024 Q2 2024 |
9,430
shares
|
$277,336
0.11% of portfolio
|
Q2 2024
New holding
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
9,389
shares
|
$276,130
0.07% of portfolio
|
Q2 2024
Added 29.29%
|
|
Willis Johnson & Associates, Inc.
|
Aug 01, 2024 Q2 2024 |
9,384
shares
|
$275,983
0.02% of portfolio
|
Q2 2024
New holding
|
|
Range Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
9,320
shares
|
$274,101
0.13% of portfolio
|
Q2 2024
Added 11.2%
|
|
Boyd Watterson Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
9,284
shares
|
$273,042
0.07% of portfolio
|
Q2 2024
Reduced 13.56%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
9,236
shares
|
$271,630
0.04% of portfolio
|
Q2 2024
Reduced 13.57%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
9,128
shares
|
$268,454
0.05% of portfolio
|
Q2 2024
Reduced 74.59%
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 12, 2024 Q2 2024 |
8,917
shares
|
$262,248
0.02% of portfolio
|
Q2 2024
Reduced 53.87%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
8,576
shares
|
$252,220
0.0% of portfolio
|
Q2 2024
New holding
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
8,165
shares
|
$240,132
0.05% of portfolio
|
Q2 2024
Added 11.53%
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 12, 2024 Q2 2024 |
8,103
shares
|
$238,309
0.08% of portfolio
|
Q2 2024
Reduced 96.97%
|
|
Financial Life Advisors
|
Aug 09, 2024 Q2 2024 |
7,998
shares
|
$235,221
0.09% of portfolio
|
Q2 2024
Reduced 54.97%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
7,954
shares
|
$233,927
0.0% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
7,941
shares
|
$233,544
0.0% of portfolio
|
Q2 2024
Reduced 49.99%
|