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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
796,246
shares
|
$21.5 Million
0.04% of portfolio
|
Q3 2024
Added 24.13%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
788,330
shares
|
$21.2 Million
4.74% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
787,330
shares
|
$21.2 Million
0.15% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
784,456
shares
|
$21.1 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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
763,839
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
718,874
shares
|
$19.4 Million
0.47% of portfolio
|
Q3 2024
Added 2212.83%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
683,509
shares
|
$18.4 Million
0.5% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
665,804
shares
|
$17.9 Million
3.06% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
647,677
shares
|
$17.5 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
629,374
shares
|
$17 Million
9.77% of portfolio
|
Q3 2024
Added 35.35%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
614,520
shares
|
$16.6 Million
3.48% of portfolio
|
Q3 2024
Added 516.96%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
602,221
shares
|
$16.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
596,287
shares
|
$16.1 Million
5.05% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
579,970
shares
|
$15.6 Million
0.0% of portfolio
|
Q3 2024
Added 646.68%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
568,842
shares
|
$15.3 Million
8.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
564,148
shares
|
$15.2 Million
1.11% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
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%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
544,980
shares
|
$14.7 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
516,716
shares
|
$13.9 Million
0.7% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
515,566
shares
|
$13.9 Million
0.01% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
512,206
shares
|
$13.8 Million
0.3% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
507,721
shares
|
$13.7 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
499,802
shares
|
$13.5 Million
2.38% of portfolio
|
Q3 2024
Added 4.04%
|