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 332 Million shares, which have been reported (via 13F filing form) to have a value of $8.96 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
161
shares
|
$4,348
0.0% of portfolio
|
Q2 2024
Added 49.07%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
161
shares
|
$4,348
0.0% of portfolio
|
Q2 2024
Reduced 98.27%
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
143
shares
|
$3,862
0.0% of portfolio
|
Q3 2023
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
126
shares
|
$3,403
0.0% of portfolio
|
Q2 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
125
shares
|
$3,376
0.0% of portfolio
|
Q2 2024
Reduced 83.81%
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
104
shares
|
$2,809
0.0% of portfolio
|
Q1 2019
Reduced 52.94%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
102
shares
|
$2,755
0.0% of portfolio
|
Q2 2024
Added 67.21%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
78
shares
|
$2,106
0.0% of portfolio
|
Q4 2019
New holding
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
78
shares
|
$2,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
76
shares
|
$2,052
0.0% of portfolio
|
Q1 2023
Reduced 50.97%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
72
shares
|
$1,944
0.0% of portfolio
|
Q2 2024
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
57
shares
|
$1,539
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
53
shares
|
$1,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
38
shares
|
$1,026
0.0% of portfolio
|
Q3 2024
Reduced 22.45%
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
37
shares
|
$999
0.0% of portfolio
|
Q3 2024
New holding
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
32
shares
|
$864
0.0% of portfolio
|
Q3 2023
New holding
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
30
shares
|
$810
0.0% of portfolio
|
Q3 2024
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
25
shares
|
$675
0.0% of portfolio
|
Q4 2023
New holding
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
24
shares
|
$648
0.0% of portfolio
|
Q3 2023
Reduced 95.3%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
24
shares
|
$648
0.0% of portfolio
|
Q2 2020
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
21
shares
|
$567
0.0% of portfolio
|
Q2 2024
Reduced 98.25%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
20
shares
|
$540
0.0% of portfolio
|
Q1 2024
Reduced 84.13%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$405
0.0% of portfolio
|
Q1 2020
Reduced 82.35%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
13
shares
|
$351
0.0% of portfolio
|
Q3 2024
New holding
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
13
shares
|
$351
0.0% of portfolio
|
Q3 2024
Added 30.0%
|