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 510 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 $9.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,096
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
467,912
shares
|
$12.3 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
466,948
shares
|
$12.3 Million
0.3% of portfolio
|
Q2 2025
Added 27.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
466,468
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
455,735
shares
|
$12 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
|
$11.8 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
|
$11.7 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
|
$11.6 Million
0.32% of portfolio
|
Q1 2025
Added 699.89%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
435,611
shares
|
$11.5 Million
0.11% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
426,333
shares
|
$11.2 Million
0.66% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
409,161
shares
|
$10.8 Million
4.24% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
401,621
shares
|
$10.6 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
|
$9.77 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
359,981
shares
|
$9.47 Million
2.81% of portfolio
|
Q2 2024
Reduced 25.87%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
356,002
shares
|
$9.37 Million
1.83% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
354,071
shares
|
$9.32 Million
0.56% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
337,507
shares
|
$8.88 Million
1.34% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
327,765
shares
|
$8.63 Million
0.26% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
321,637
shares
|
$8.47 Million
0.52% of portfolio
|
Q1 2025
Added 64.11%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
304,407
shares
|
$8.01 Million
0.9% of portfolio
|
Q1 2025
Reduced 32.13%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
300,422
shares
|
$7.91 Million
0.87% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
275,886
shares
|
$7.26 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
|
$7.23 Million
1.94% of portfolio
|
Q1 2025
Added 32.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
265,185
shares
|
$6.98 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
263,628
shares
|
$6.94 Million
0.1% of portfolio
|
Q1 2025
New holding
|