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 460 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $9.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
14,924
shares
|
$402,052
0.0% of portfolio
|
Q3 2024
Added 55.43%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
14,909
shares
|
$401,648
0.2% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,828
shares
|
$399,466
0.04% of portfolio
|
Q4 2022
Added 145.05%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
14,673
shares
|
$395,290
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
14,607
shares
|
$393,512
0.02% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
14,215
shares
|
$382,952
0.19% of portfolio
|
Q3 2024
Added 110.62%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
13,965
shares
|
$376,217
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
13,965
shares
|
$376,217
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
13,749
shares
|
$370,398
0.3% of portfolio
|
Q3 2024
Reduced 12.63%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
13,349
shares
|
$359,622
0.09% of portfolio
|
Q3 2024
Added 42.18%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
13,231
shares
|
$356,443
0.13% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
12,824
shares
|
$345,478
0.01% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
12,805
shares
|
$344,966
0.05% of portfolio
|
Q3 2024
Added 38.64%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
12,688
shares
|
$341,814
0.0% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
12,456
shares
|
$335,564
0.25% of portfolio
|
Q2 2024
Added 33.3%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
12,397
shares
|
$333,975
0.03% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
12,293
shares
|
$331,173
0.2% of portfolio
|
Q3 2024
Reduced 49.8%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
11,518
shares
|
$310,294
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,476
shares
|
$309,163
0.0% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,196
shares
|
$301,620
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,170
shares
|
$300,919
0.02% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
10,456
shares
|
$281,684
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
10,445
shares
|
$281,388
0.05% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,218
shares
|
$275,272
0.0% of portfolio
|
Q3 2024
Reduced 85.14%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,177
shares
|
$274,168
0.05% of portfolio
|
Q1 2024
New holding
|