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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
765,995
shares
|
$20.7 Million
0.02% of portfolio
|
Q2 2024
Added 6.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
699,745
shares
|
$18.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 37.54%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
691,030
shares
|
$18.7 Million
1.22% of portfolio
|
Q2 2024
Added 39.89%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
681,378
shares
|
$18.4 Million
3.03% of portfolio
|
Q2 2024
Added 3.21%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
648,679
shares
|
$17.5 Million
0.25% of portfolio
|
Q2 2024
Added 22.68%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
641,481
shares
|
$17.3 Million
0.03% of portfolio
|
Q2 2024
Added 4.43%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
606,021
shares
|
$16.4 Million
0.44% of portfolio
|
Q2 2024
Added 35.64%
|
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
574,191
shares
|
$15.5 Million
2.14% of portfolio
|
Q2 2024
Added 992.61%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
568,842
shares
|
$15.4 Million
8.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
556,877
shares
|
$15 Million
2.82% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
549,696
shares
|
$14.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
533,035
shares
|
$14.4 Million
0.69% of portfolio
|
Q2 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
529,682
shares
|
$14.3 Million
1.07% of portfolio
|
Q2 2024
Added 5.57%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
516,716
shares
|
$14 Million
0.7% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
493,372
shares
|
$13.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 31.1%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 09, 2024 Q2 2024 |
480,413
shares
|
$13 Million
2.46% of portfolio
|
Q2 2024
Added 5.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
479,576
shares
|
$13 Million
0.03% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,096
shares
|
$12.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
469,932
shares
|
$12.7 Million
0.28% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
465,147
shares
|
$12.6 Million
0.39% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Aug 01, 2024 Q2 2024 |
464,998
shares
|
$12.6 Million
7.23% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
456,654
shares
|
$12.3 Million
0.01% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Scs Capital Management LLC
Boston, MA |
Oct 01, 2024 Q2 2024 |
426,703
shares
|
$11.5 Million
0.24% of portfolio
|
Q2 2024
Reduced 87.91%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
420,887
shares
|
$11.4 Million
2.29% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
413,882
shares
|
$11.2 Million
0.78% of portfolio
|
Q3 2024
Added 69.73%
|