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 457 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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
1,598
shares
|
$42,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,538
shares
|
$40,526
0.0% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,517
shares
|
$39,972
0.0% of portfolio
|
Q4 2024
Added 415.99%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,420
shares
|
$37,417
0.01% of portfolio
|
Q1 2024
Added 14.06%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,256
shares
|
$33,095
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,242
shares
|
$32,726
0.01% of portfolio
|
Q3 2024
Added 125.41%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,125
shares
|
$29,643
0.01% of portfolio
|
Q4 2024
Reduced 93.61%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,111
shares
|
$29,274
0.07% of portfolio
|
Q3 2024
Reduced 59.5%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
1,030
shares
|
$27,140
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
981
shares
|
$25,849
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
880
shares
|
$23,188
0.0% of portfolio
|
Q3 2024
Added 105.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
831
shares
|
$21,896
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
788
shares
|
$20,763
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
749
shares
|
$19,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
736
shares
|
$19,393
0.01% of portfolio
|
Q4 2024
Reduced 84.04%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
716
shares
|
$18,866
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
686
shares
|
$18,076
0.0% of portfolio
|
Q3 2024
Reduced 39.88%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
683
shares
|
$17,997
0.0% of portfolio
|
Q3 2024
Reduced 72.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
624
shares
|
$16,442
0.0% of portfolio
|
Q4 2024
Added 61.24%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
614
shares
|
$16,178
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
611
shares
|
$16,099
0.0% of portfolio
|
Q3 2024
Reduced 52.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
590
shares
|
$15,546
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
526
shares
|
$13,860
0.01% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
455
shares
|
$11,989
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
444
shares
|
$11,699
0.01% of portfolio
|
Q4 2024
New holding
|