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 438 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $9.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
749
shares
|
$20,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
716
shares
|
$19,668
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
686
shares
|
$18,844
0.0% of portfolio
|
Q3 2024
Reduced 39.88%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
668
shares
|
$18,349
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
611
shares
|
$16,784
0.0% of portfolio
|
Q3 2024
Reduced 52.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
590
shares
|
$16,207
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
569
shares
|
$15,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
551
shares
|
$15,135
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
513
shares
|
$14,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
441
shares
|
$12,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
429
shares
|
$11,784
0.0% of portfolio
|
Q1 2024
Reduced 30.3%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
427
shares
|
$11,729
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
396
shares
|
$10,878
0.0% of portfolio
|
Q2 2024
Added 51.15%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
388
shares
|
$10,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
387
shares
|
$10,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
381
shares
|
$10,466
0.0% of portfolio
|
Q3 2024
Added 1556.52%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
343
shares
|
$9,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
294
shares
|
$8,076
0.0% of portfolio
|
Q2 2024
Reduced 94.6%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
270
shares
|
$7,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
256
shares
|
$7,032
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
228
shares
|
$6,263
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
217
shares
|
$5,960
0.0% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
212
shares
|
$5,823
0.0% of portfolio
|
Q2 2024
Added 26.95%
|
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
169
shares
|
$4,642
0.0% of portfolio
|
Q4 2023
Reduced 62.66%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
161
shares
|
$4,422
0.0% of portfolio
|
Q2 2024
Reduced 98.27%
|