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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,018,736
shares
|
$54.5 Million
0.25% of portfolio
|
Q3 2024
Added 17.85%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
1,899,144
shares
|
$51.3 Million
1.5% of portfolio
|
Q2 2024
Added 14.66%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2024 Q2 2024 |
1,871,527
shares
|
$50.5 Million
5.81% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
1,744,100
shares
|
$47.1 Million
1.6% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,603,535
shares
|
$43.3 Million
0.01% of portfolio
|
Q2 2024
Added 78.59%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 07, 2024 Q2 2024 |
1,488,500
shares
|
$40.2 Million
2.34% of portfolio
|
Q2 2024
Added 214.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,425,584
shares
|
$38.5 Million
0.15% of portfolio
|
Q3 2024
Added 19.82%
|
|
|
One Day In July LLC
|
Aug 12, 2024 Q2 2024 |
1,425,146
shares
|
$38.5 Million
4.84% of portfolio
|
Q2 2024
Added 76.69%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,321,772
shares
|
$35.7 Million
3.97% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,240,196
shares
|
$33.5 Million
0.08% of portfolio
|
Q2 2024
Reduced 19.01%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
1,167,022
shares
|
$31.5 Million
2.1% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,126,350
shares
|
$30.4 Million
6.13% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
1,009,312
shares
|
$27.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
935,970
shares
|
$25.3 Million
0.01% of portfolio
|
Q2 2024
Added 87.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
891,373
shares
|
$24.1 Million
0.63% of portfolio
|
Q3 2024
Added 31.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
883,573
shares
|
$23.9 Million
0.03% of portfolio
|
Q3 2024
Added 51.2%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
837,250
shares
|
$22.6 Million
0.91% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
815,849
shares
|
$22 Million
1.37% of portfolio
|
Q3 2024
Reduced 40.87%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
807,937
shares
|
$21.8 Million
0.78% of portfolio
|
Q3 2024
Added 38.56%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
799,044
shares
|
$21.6 Million
2.06% of portfolio
|
Q2 2024
Added 5.47%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
795,736
shares
|
$21.5 Million
0.24% of portfolio
|
Q2 2024
Added 11.37%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
788,330
shares
|
$21.3 Million
4.74% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
784,456
shares
|
$21.2 Million
1.5% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
781,440
shares
|
$21.1 Million
1.28% of portfolio
|
Q3 2024
Reduced 14.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
772,467
shares
|
$20.9 Million
0.16% of portfolio
|
Q2 2024
Added 330.37%
|