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 |
|---|---|---|---|---|---|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
87,375
shares
|
$2.27 Million
1.02% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
87,328
shares
|
$2.27 Million
0.91% of portfolio
|
Q1 2025
Added 34.03%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
86,101
shares
|
$2.24 Million
1.22% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
85,870
shares
|
$2.23 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
83,729
shares
|
$2.18 Million
0.74% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
83,460
shares
|
$2.17 Million
0.19% of portfolio
|
Q1 2025
Reduced 78.96%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
82,129
shares
|
$2.14 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
82,126
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 79.69%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
81,688
shares
|
$2.12 Million
0.33% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
80,228
shares
|
$2.09 Million
3.99% of portfolio
|
Q1 2025
Reduced 96.24%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
77,745
shares
|
$2.02 Million
0.24% of portfolio
|
Q1 2025
Added 84.73%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
76,911
shares
|
$2 Million
0.27% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
76,181
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
75,771
shares
|
$1.97 Million
0.46% of portfolio
|
Q1 2025
Reduced 79.16%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
74,585
shares
|
$1.94 Million
1.67% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
72,772
shares
|
$1.89 Million
0.2% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,813
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
69,394
shares
|
$1.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 51.71%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
67,629
shares
|
$1.76 Million
0.07% of portfolio
|
Q1 2025
Reduced 48.08%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
67,451
shares
|
$1.75 Million
0.94% of portfolio
|
Q1 2024
Added 9.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
66,708
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
66,659
shares
|
$1.73 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
65,490
shares
|
$1.7 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
65,086
shares
|
$1.69 Million
0.65% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
64,562
shares
|
$1.68 Million
0.13% of portfolio
|
Q1 2025
Added 56.41%
|