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 514 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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,467,068
shares
|
$64.2 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,466,439
shares
|
$64.2 Million
0.27% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
2,466,000
shares
|
$64.1 Million
2.74% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
2,459,108
shares
|
$64 Million
0.74% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,453,520
shares
|
$63.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
2,243,303
shares
|
$58.3 Million
6.12% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
1,788,639
shares
|
$46.5 Million
5.4% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,644,137
shares
|
$42.8 Million
0.01% of portfolio
|
Q1 2025
Added 42.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,369,502
shares
|
$35.6 Million
0.16% of portfolio
|
Q1 2025
Added 37.49%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,309,915
shares
|
$34.1 Million
0.34% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,255,396
shares
|
$32.7 Million
0.12% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,231,025
shares
|
$32 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,197,752
shares
|
$31.2 Million
6.35% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,141,224
shares
|
$29.7 Million
0.05% of portfolio
|
Q1 2025
Added 68.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,066,709
shares
|
$27.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.91%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,028,813
shares
|
$26.8 Million
0.96% of portfolio
|
Q1 2025
Added 95.91%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,019,011
shares
|
$26.5 Million
4.7% of portfolio
|
Q1 2025
Added 48.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
993,540
shares
|
$25.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
976,415
shares
|
$25.4 Million
2.31% of portfolio
|
Q1 2025
Added 3630.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
932,737
shares
|
$24.3 Million
0.55% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
932,542
shares
|
$24.3 Million
1.35% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
927,735
shares
|
$24.1 Million
4.95% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
899,395
shares
|
$23.4 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
883,573
shares
|
$23 Million
0.03% of portfolio
|
Q3 2024
Added 51.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
850,911
shares
|
$22.1 Million
0.08% of portfolio
|
Q1 2025
Added 36.61%
|