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 460 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $9.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
82,338
shares
|
$2.22 Million
0.05% of portfolio
|
Q3 2024
Added 196.17%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
81,801
shares
|
$2.2 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
79,542
shares
|
$2.14 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
77,370
shares
|
$2.08 Million
0.1% of portfolio
|
Q3 2024
Added 558.52%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
76,911
shares
|
$2.07 Million
0.27% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
76,651
shares
|
$2.06 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
76,651
shares
|
$2.06 Million
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
74,705
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 66.83%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
72,399
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 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
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
69,537
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.63%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
68,788
shares
|
$1.85 Million
0.16% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
68,706
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
68,463
shares
|
$1.84 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%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
66,971
shares
|
$1.8 Million
0.92% of portfolio
|
Q3 2024
Added 44.33%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
66,186
shares
|
$1.78 Million
0.83% of portfolio
|
Q3 2024
Added 28.97%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
66,080
shares
|
$1.78 Million
1.42% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
65,345
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
65,329
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
64,374
shares
|
$1.73 Million
0.68% of portfolio
|
Q3 2024
Reduced 31.2%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
63,141
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
62,500
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
61,809
shares
|
$1.67 Million
1.4% of portfolio
|
Q3 2024
Reduced 9.97%
|