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 |
|---|---|---|---|---|---|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
7,606
shares
|
$197,832
0.04% of portfolio
|
Q1 2025
Reduced 71.61%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
7,578
shares
|
$197,103
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,578
shares
|
$197,103
0.01% of portfolio
|
Q1 2025
Reduced 23.38%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
7,411
shares
|
$192,760
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
7,411
shares
|
$192,760
0.01% of portfolio
|
Q1 2025
Reduced 83.38%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
7,393
shares
|
$192,291
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
7,367
shares
|
$191,615
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7,358
shares
|
$191,381
0.17% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
6,889
shares
|
$179,182
0.06% of portfolio
|
Q1 2025
Reduced 21.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,843
shares
|
$177,986
0.0% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
6,786
shares
|
$176,503
0.01% of portfolio
|
Q1 2025
Reduced 73.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
6,612
shares
|
$171,978
0.04% of portfolio
|
Q1 2025
Added 46.38%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
6,016
shares
|
$156,476
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
5,408
shares
|
$140,662
0.0% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,993
shares
|
$129,867
0.03% of portfolio
|
Q2 2023
Reduced 13.2%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,127
shares
|
$107,343
0.0% of portfolio
|
Q1 2025
Reduced 38.7%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
3,996
shares
|
$103,935
0.0% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
3,948
shares
|
$102,687
0.04% of portfolio
|
Q1 2025
Added 52.43%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,937
shares
|
$102,401
0.01% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
3,881
shares
|
$100,944
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,780
shares
|
$98,317
0.19% of portfolio
|
Q3 2022
Added 48.24%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,530
shares
|
$91,815
0.0% of portfolio
|
Q1 2025
Reduced 19.94%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
3,500
shares
|
$91,035
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
3,002
shares
|
$78,082
0.0% of portfolio
|
Q1 2025
Added 4665.08%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,992
shares
|
$77,821
0.0% of portfolio
|
Q1 2024
Reduced 0.43%
|