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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
51,027
shares
|
$1.38 Million
1.8% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
50,911
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2024
Added 20.55%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
50,100
shares
|
$1.35 Million
0.44% of portfolio
|
Q2 2024
Added 30.13%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 15, 2024 Q2 2024 |
49,798
shares
|
$1.35 Million
0.58% of portfolio
|
Q2 2024
Reduced 37.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
48,753
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.83%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
48,549
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
47,860
shares
|
$1.29 Million
0.45% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2024 Q2 2024 |
46,402
shares
|
$1.25 Million
0.85% of portfolio
|
Q2 2024
Added 356.53%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
46,096
shares
|
$1.25 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
45,457
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
45,124
shares
|
$1.22 Million
0.86% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
44,430
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Napatree Capital LLC
Westerly, RI |
Aug 13, 2024 Q2 2024 |
44,416
shares
|
$1.2 Million
0.98% of portfolio
|
Q2 2024
Added 20.01%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
44,310
shares
|
$1.2 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
43,352
shares
|
$1.17 Million
0.14% of portfolio
|
Q2 2024
Added 85.69%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
43,350
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
42,317
shares
|
$1.14 Million
0.37% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
42,311
shares
|
$1.14 Million
0.14% of portfolio
|
Q2 2024
Added 90.74%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
42,135
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
41,336
shares
|
$1.12 Million
0.27% of portfolio
|
Q3 2024
Reduced 22.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
40,213
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
39,788
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Added 17.77%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 28, 2024 Q2 2024 |
39,520
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
39,198
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
37,923
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2024
Reduced 41.99%
|