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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
493,372
shares
|
$13.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 31.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,096
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
465,147
shares
|
$12.5 Million
0.39% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
420,887
shares
|
$11.3 Million
2.29% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
418,096
shares
|
$11.3 Million
1.08% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
413,882
shares
|
$11.1 Million
0.78% of portfolio
|
Q3 2024
Added 69.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
412,208
shares
|
$11.1 Million
0.13% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
401,452
shares
|
$10.8 Million
2.43% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
375,689
shares
|
$10.1 Million
1.32% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
371,299
shares
|
$10 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
345,936
shares
|
$9.32 Million
0.84% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
345,071
shares
|
$9.3 Million
0.47% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
330,104
shares
|
$8.89 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
324,056
shares
|
$8.73 Million
0.11% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
314,297
shares
|
$8.47 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
313,671
shares
|
$8.45 Million
0.59% of portfolio
|
Q3 2024
Added 364.8%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
305,738
shares
|
$8.24 Million
2.44% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
305,052
shares
|
$8.22 Million
0.5% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
294,166
shares
|
$7.92 Million
1.98% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
282,737
shares
|
$7.62 Million
1.8% of portfolio
|
Q3 2024
Added 267.55%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
281,922
shares
|
$7.59 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
278,402
shares
|
$7.5 Million
5.74% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
262,237
shares
|
$7.06 Million
0.13% of portfolio
|
Q2 2023
Added 6.7%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
254,042
shares
|
$6.84 Million
1.26% of portfolio
|
Q2 2024
Added 8.81%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
251,568
shares
|
$6.78 Million
4.46% of portfolio
|
Q3 2024
Reduced 11.33%
|