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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
799,044
shares
|
$20.8 Million
2.06% of portfolio
|
Q2 2024
Added 5.47%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
797,784
shares
|
$20.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.34%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
784,456
shares
|
$20.4 Million
1.5% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
751,414
shares
|
$19.5 Million
2.44% of portfolio
|
Q1 2025
Added 97.95%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
707,177
shares
|
$18.4 Million
3.17% of portfolio
|
Q1 2025
Added 42.67%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
707,161
shares
|
$18.4 Million
1.06% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
685,307
shares
|
$17.8 Million
0.12% of portfolio
|
Q1 2025
Added 37.3%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
675,196
shares
|
$17.6 Million
1.21% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
660,884
shares
|
$17.2 Million
0.11% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
656,840
shares
|
$17.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
650,365
shares
|
$16.9 Million
0.99% of portfolio
|
Q1 2025
Reduced 44.66%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
629,183
shares
|
$16.4 Million
9.39% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
621,663
shares
|
$16.2 Million
13.19% of portfolio
|
Q1 2025
Added 25.27%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
603,378
shares
|
$15.7 Million
0.41% of portfolio
|
Q1 2025
Reduced 24.36%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
588,023
shares
|
$15.3 Million
1.43% of portfolio
|
Q1 2025
Added 82.93%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
573,913
shares
|
$14.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 75.63%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
556,877
shares
|
$14.5 Million
2.82% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
553,083
shares
|
$14.4 Million
0.67% of portfolio
|
Q1 2025
Added 1178.78%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
543,295
shares
|
$14.1 Million
3.09% of portfolio
|
Q1 2025
Added 40.23%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
531,559
shares
|
$13.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
522,536
shares
|
$13.6 Million
1.78% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
515,684
shares
|
$13.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
508,864
shares
|
$13.2 Million
0.61% of portfolio
|
Q1 2025
Added 21.56%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
491,516
shares
|
$12.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,096
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.82%
|