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 463 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 $9.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
569
shares
|
$15,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
513
shares
|
$13,809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
455
shares
|
$12,248
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
441
shares
|
$11,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
403
shares
|
$10,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
388
shares
|
$10,444
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
|
$10,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
381
shares
|
$10,256
0.0% of portfolio
|
Q3 2024
Added 1556.52%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
359
shares
|
$9,664
0.0% of portfolio
|
Q3 2024
Added 69.34%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
343
shares
|
$9,233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
328
shares
|
$8,829
0.0% of portfolio
|
Q3 2024
Reduced 63.27%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
294
shares
|
$7,914
0.0% of portfolio
|
Q2 2024
Reduced 94.6%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
270
shares
|
$7,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
267
shares
|
$7,187
0.0% of portfolio
|
Q3 2024
Reduced 32.58%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
256
shares
|
$6,891
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
228
shares
|
$6,137
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
223
shares
|
$6,003
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
217
shares
|
$5,841
0.0% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
161
shares
|
$4,334
0.0% of portfolio
|
Q2 2024
Reduced 98.27%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
143
shares
|
$3,849
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
126
shares
|
$3,391
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
125
shares
|
$3,365
0.0% of portfolio
|
Q2 2024
Reduced 83.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
109
shares
|
$2,934
0.0% of portfolio
|
Q3 2024
Reduced 32.3%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
104
shares
|
$2,799
0.0% of portfolio
|
Q1 2019
Reduced 52.94%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
78
shares
|
$2,099
0.0% of portfolio
|
Q4 2019
New holding
|