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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
467,912
shares
|
$12.2 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
466,468
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
455,735
shares
|
$11.9 Million
0.84% of portfolio
|
Q1 2025
Reduced 42.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
448,906
shares
|
$11.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 47.08%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
443,443
shares
|
$11.5 Million
3.25% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
442,269
shares
|
$11.5 Million
0.32% of portfolio
|
Q1 2025
Added 699.89%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
426,333
shares
|
$11.1 Million
0.66% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
409,161
shares
|
$10.6 Million
4.24% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
401,621
shares
|
$10.4 Million
0.63% of portfolio
|
Q1 2025
Added 165.73%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
371,299
shares
|
$9.66 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
367,137
shares
|
$9.55 Million
0.26% of portfolio
|
Q1 2025
Added 83.21%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
359,991
shares
|
$9.36 Million
0.12% of portfolio
|
Q1 2025
Added 29.76%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
359,981
shares
|
$9.36 Million
2.81% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
356,002
shares
|
$9.26 Million
1.83% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
354,071
shares
|
$9.21 Million
0.56% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
327,765
shares
|
$8.53 Million
0.26% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
322,481
shares
|
$8.39 Million
1.47% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
321,637
shares
|
$8.37 Million
0.52% of portfolio
|
Q1 2025
Added 64.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
306,182
shares
|
$7.96 Million
0.21% of portfolio
|
Q1 2025
Added 29.88%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
304,407
shares
|
$7.92 Million
0.9% of portfolio
|
Q1 2025
Reduced 32.13%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
300,422
shares
|
$7.81 Million
0.87% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
297,969
shares
|
$7.75 Million
0.63% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
287,474
shares
|
$7.48 Million
4.35% of portfolio
|
Q1 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
275,886
shares
|
$7.18 Million
2.3% of portfolio
|
Q1 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
274,837
shares
|
$7.15 Million
1.94% of portfolio
|
Q1 2025
Added 32.52%
|