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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
134,312
shares
|
$3.49 Million
0.01% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
133,858
shares
|
$3.48 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
131,735
shares
|
$3.43 Million
0.05% of portfolio
|
Q1 2025
Added 22.26%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
130,330
shares
|
$3.39 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
125,588
shares
|
$3.27 Million
1.23% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
120,617
shares
|
$3.14 Million
2.34% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
119,906
shares
|
$3.12 Million
0.11% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
116,901
shares
|
$3.04 Million
1.78% of portfolio
|
Q1 2025
Reduced 96.33%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
115,705
shares
|
$3.01 Million
0.93% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
115,438
shares
|
$3 Million
2.3% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
114,348
shares
|
$2.97 Million
0.02% of portfolio
|
Q1 2025
Added 63.34%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
111,324
shares
|
$2.9 Million
1.56% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
110,937
shares
|
$2.89 Million
0.22% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
104,918
shares
|
$2.73 Million
0.47% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
101,088
shares
|
$2.63 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
99,335
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Added 58.73%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
98,871
shares
|
$2.57 Million
1.45% of portfolio
|
Q1 2025
Reduced 42.71%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
98,436
shares
|
$2.56 Million
0.34% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
97,759
shares
|
$2.54 Million
1.77% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
97,588
shares
|
$2.54 Million
0.23% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
92,070
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.31%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
91,960
shares
|
$2.39 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
91,730
shares
|
$2.39 Million
0.29% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
89,589
shares
|
$2.33 Million
0.07% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
88,318
shares
|
$2.3 Million
1.16% of portfolio
|
Q1 2025
Added 43.41%
|