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 458 institutions that hold shares in the stock, with a total of 357 Million shares, which have been reported (via 13F filing form) to have a value of $9.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
9,983
shares
|
$263,950
0.04% of portfolio
|
Q4 2024
Reduced 57.83%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
9,815
shares
|
$259,508
0.02% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,814
shares
|
$259,482
0.1% of portfolio
|
Q1 2024
Added 6.62%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
9,813
shares
|
$259,455
0.08% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
9,430
shares
|
$249,329
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
9,238
shares
|
$244,252
0.09% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,113
shares
|
$240,947
0.01% of portfolio
|
Q4 2024
Reduced 28.94%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,041
shares
|
$239,044
0.0% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
8,967
shares
|
$237,087
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,832
shares
|
$233,518
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
8,811
shares
|
$232,962
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
8,585
shares
|
$226,987
0.01% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
8,454
shares
|
$223,523
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
8,443
shares
|
$223,232
0.07% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,360
shares
|
$221,038
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
8,342
shares
|
$220,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,266
shares
|
$218,553
0.09% of portfolio
|
Q4 2024
Reduced 44.56%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
8,061
shares
|
$213,132
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
8,041
shares
|
$212,604
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
7,925
shares
|
$209,537
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
7,887
shares
|
$208,532
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
7,820
shares
|
$206,760
0.02% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
7,732
shares
|
$204,434
0.0% of portfolio
|
Q3 2024
Reduced 32.33%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
7,511
shares
|
$198,590
0.0% of portfolio
|
Q2 2024
Added 14.88%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,503
shares
|
$198,379
0.01% of portfolio
|
Q3 2024
Reduced 49.72%
|