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 |
|---|---|---|---|---|---|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
981
shares
|
$25,515
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
917
shares
|
$23,851
0.0% of portfolio
|
Q1 2025
Reduced 57.8%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
871
shares
|
$22,654
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
850
shares
|
$22,108
0.0% of portfolio
|
Q1 2025
Added 269.57%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
804
shares
|
$20,912
0.0% of portfolio
|
Q1 2025
Added 20000.0%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
788
shares
|
$20,495
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
716
shares
|
$18,623
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
705
shares
|
$18,337
0.0% of portfolio
|
Q1 2025
Added 35150.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
686
shares
|
$17,842
0.0% of portfolio
|
Q3 2024
Reduced 39.88%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
590
shares
|
$15,345
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
582
shares
|
$15,137
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
580
shares
|
$15,085
0.01% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
565
shares
|
$14,695
0.05% of portfolio
|
Q4 2024
Reduced 65.96%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
527
shares
|
$13,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
526
shares
|
$13,681
0.01% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
513
shares
|
$13,343
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
489
shares
|
$12,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
453
shares
|
$11,782
0.0% of portfolio
|
Q1 2025
Reduced 84.29%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
443
shares
|
$11,522
0.01% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
425
shares
|
$11,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
402
shares
|
$10,456
0.0% of portfolio
|
Q1 2025
Added 30.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
389
shares
|
$10,117
0.0% of portfolio
|
Q1 2025
Reduced 57.99%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
381
shares
|
$9,909
0.0% of portfolio
|
Q3 2024
Added 1556.52%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
364
shares
|
$9,467
0.0% of portfolio
|
Q1 2025
Reduced 98.27%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
348
shares
|
$9,051
0.0% of portfolio
|
Q4 2024
Added 3380.0%
|