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 460 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $9.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
2,400,072
shares
|
$64.7 Million
7.97% of portfolio
|
Q3 2024
Added 59.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,241,155
shares
|
$60.4 Million
0.77% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
2,085,900
shares
|
$56.2 Million
2.82% of portfolio
|
Q3 2024
Added 40.13%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,018,736
shares
|
$54.4 Million
0.25% of portfolio
|
Q3 2024
Added 17.85%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
1,800,174
shares
|
$48.5 Million
5.67% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
1,766,288
shares
|
$47.6 Million
5.63% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
1,744,100
shares
|
$47 Million
1.6% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,589,915
shares
|
$42.8 Million
0.11% of portfolio
|
Q3 2024
Added 28.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,465,233
shares
|
$39.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,425,584
shares
|
$38.4 Million
0.15% of portfolio
|
Q3 2024
Added 19.82%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,321,772
shares
|
$35.6 Million
3.97% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,282,682
shares
|
$34.6 Million
0.38% of portfolio
|
Q3 2024
Added 61.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,182,691
shares
|
$31.9 Million
0.07% of portfolio
|
Q3 2024
Added 146.61%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
1,167,022
shares
|
$31.5 Million
2.1% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,141,937
shares
|
$30.8 Million
0.01% of portfolio
|
Q3 2024
Added 22.01%
|
|
|
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 |
Nov 12, 2024 Q3 2024 |
1,014,114
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
970,739
shares
|
$26.2 Million
1.01% of portfolio
|
Q3 2024
Added 15.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
891,373
shares
|
$24 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
|
$23.8 Million
0.03% of portfolio
|
Q3 2024
Added 51.2%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
829,692
shares
|
$22.4 Million
1.46% of portfolio
|
Q3 2024
Added 20.07%
|
|
|
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%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
802,417
shares
|
$21.6 Million
0.02% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
799,044
shares
|
$21.5 Million
2.06% of portfolio
|
Q2 2024
Added 5.47%
|