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 |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
345
shares
|
$8,973
0.01% of portfolio
|
Q1 2025
Reduced 99.53%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
294
shares
|
$7,646
0.0% of portfolio
|
Q1 2025
Reduced 80.62%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
287
shares
|
$7,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
271
shares
|
$7,048
0.0% of portfolio
|
Q4 2024
Reduced 83.55%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
265
shares
|
$6,892
0.0% of portfolio
|
Q4 2024
Reduced 64.71%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
217
shares
|
$5,644
0.0% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
194
shares
|
$5,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
185
shares
|
$4,811
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
171
shares
|
$4,447
0.0% of portfolio
|
Q1 2025
Reduced 98.62%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
161
shares
|
$4,187
0.0% of portfolio
|
Q2 2024
Reduced 98.27%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
143
shares
|
$3,719
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
143
shares
|
$3,719
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
136
shares
|
$3,537
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
135
shares
|
$3,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
111
shares
|
$2,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
105
shares
|
$2,731
0.0% of portfolio
|
Q1 2025
Reduced 95.03%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
100
shares
|
$2,601
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
96
shares
|
$2,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
96
shares
|
$2,496
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
90
shares
|
$2,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
79
shares
|
$2,054
0.0% of portfolio
|
Q4 2024
Added 192.59%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
79
shares
|
$2,054
0.0% of portfolio
|
Q4 2024
Added 192.59%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
78
shares
|
$2,028
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
78
shares
|
$2,028
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
74
shares
|
$1,924
0.0% of portfolio
|
Q1 2025
Added 1.37%
|