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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
265,185
shares
|
$6.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
263,628
shares
|
$6.86 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
263,274
shares
|
$6.85 Million
5.21% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
262,237
shares
|
$6.82 Million
0.13% of portfolio
|
Q2 2023
Added 6.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
260,247
shares
|
$6.77 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
244,820
shares
|
$6.37 Million
6.54% of portfolio
|
Q1 2025
Added 58.52%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
236,298
shares
|
$6.15 Million
0.23% of portfolio
|
Q1 2025
Added 25.21%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
231,140
shares
|
$6.01 Million
4.46% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
227,031
shares
|
$5.91 Million
0.28% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
226,969
shares
|
$5.9 Million
0.18% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
220,817
shares
|
$5.74 Million
0.01% of portfolio
|
Q1 2025
Added 55.99%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
215,617
shares
|
$5.61 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
205,881
shares
|
$5.35 Million
0.88% of portfolio
|
Q1 2025
Added 23.11%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
200,189
shares
|
$5.21 Million
1.17% of portfolio
|
Q1 2025
Added 88.34%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
199,195
shares
|
$5.18 Million
1.34% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
198,125
shares
|
$5.15 Million
2.04% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
194,390
shares
|
$5.06 Million
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
194,270
shares
|
$5.05 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
190,288
shares
|
$4.95 Million
2.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
187,244
shares
|
$4.87 Million
1.15% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
183,317
shares
|
$4.77 Million
0.54% of portfolio
|
Q1 2025
Added 27.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
182,774
shares
|
$4.75 Million
0.05% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
180,375
shares
|
$4.69 Million
0.67% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
179,855
shares
|
$4.68 Million
0.08% of portfolio
|
Q1 2025
Reduced 20.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
177,593
shares
|
$4.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 45.76%
|