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 438 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $8.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
218,606
shares
|
$5.9 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
215,026
shares
|
$5.81 Million
1.61% of portfolio
|
Q3 2024
Added 40.83%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
207,348
shares
|
$5.6 Million
2.15% of portfolio
|
Q2 2024
Added 2.03%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
206,843
shares
|
$5.59 Million
1.78% of portfolio
|
Q3 2024
Added 910.02%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 09, 2024 Q2 2024 |
205,879
shares
|
$5.56 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
205,130
shares
|
$5.54 Million
0.71% of portfolio
|
Q2 2024
Added 210.98%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
195,287
shares
|
$5.27 Million
3.77% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
187,995
shares
|
$5.08 Million
0.22% of portfolio
|
Q2 2024
Added 19.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
184,616
shares
|
$4.99 Million
0.15% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
174,082
shares
|
$4.7 Million
0.83% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
172,391
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2024
Added 170.56%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 02, 2024 Q2 2024 |
171,943
shares
|
$4.64 Million
2.42% of portfolio
|
Q2 2024
Reduced 9.29%
|
|
|
Bcm Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
171,772
shares
|
$4.64 Million
1.04% of portfolio
|
Q2 2024
Added 5.41%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
171,370
shares
|
$4.63 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
167,440
shares
|
$4.52 Million
0.21% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
167,139
shares
|
$4.51 Million
2.09% of portfolio
|
Q2 2024
Added 86.39%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 07, 2024 Q2 2024 |
165,170
shares
|
$4.46 Million
1.78% of portfolio
|
Q2 2024
Added 31.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
161,606
shares
|
$4.36 Million
0.05% of portfolio
|
Q2 2024
Added 3.71%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 30, 2024 Q2 2024 |
154,897
shares
|
$4.18 Million
1.2% of portfolio
|
Q2 2024
Added 2.36%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 02, 2024 Q2 2024 |
153,344
shares
|
$4.14 Million
1.61% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
151,839
shares
|
$4.1 Million
0.13% of portfolio
|
Q2 2024
Added 62.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
151,278
shares
|
$4.09 Million
0.01% of portfolio
|
Q2 2024
Added 24.91%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
149,896
shares
|
$4.05 Million
0.08% of portfolio
|
Q2 2024
Reduced 52.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
149,604
shares
|
$4.04 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
149,462
shares
|
$4.04 Million
0.03% of portfolio
|
Q2 2024
Added 897.41%
|