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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
71,505
shares
|
$1.93 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
70,398
shares
|
$1.9 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
68,788
shares
|
$1.86 Million
0.16% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
68,773
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
68,706
shares
|
$1.86 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 12, 2024 Q2 2024 |
68,654
shares
|
$1.85 Million
1.51% of portfolio
|
Q2 2024
Added 25.7%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
68,463
shares
|
$1.85 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
67,812
shares
|
$1.83 Million
0.16% of portfolio
|
Q3 2024
Added 88.28%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
67,451
shares
|
$1.82 Million
0.94% of portfolio
|
Q1 2024
Added 9.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
66,913
shares
|
$1.81 Million
0.07% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
64,467
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2024
Added 38.61%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
64,374
shares
|
$1.74 Million
0.68% of portfolio
|
Q3 2024
Reduced 31.2%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
62,500
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
61,246
shares
|
$1.65 Million
0.53% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
59,367
shares
|
$1.6 Million
0.41% of portfolio
|
Q3 2024
Reduced 58.19%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
59,179
shares
|
$1.6 Million
0.29% of portfolio
|
Q2 2024
Added 11.87%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
59,134
shares
|
$1.6 Million
1.21% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
58,137
shares
|
$1.57 Million
1.88% of portfolio
|
Q4 2023
Added 264159.09%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
57,528
shares
|
$1.55 Million
0.41% of portfolio
|
Q2 2024
Added 50.19%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
56,428
shares
|
$1.52 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
55,745
shares
|
$1.51 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
55,404
shares
|
$1.5 Million
0.86% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
52,352
shares
|
$1.41 Million
0.5% of portfolio
|
Q3 2024
Reduced 29.3%
|
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
51,963
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2024
Added 44.99%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Aug 02, 2024 Q2 2024 |
51,319
shares
|
$1.39 Million
0.64% of portfolio
|
Q2 2024
Added 50.21%
|