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 462 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 $9.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
61,246
shares
|
$1.71 Million
0.53% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
59,993
shares
|
$1.67 Million
0.15% of portfolio
|
Q3 2024
Added 23.57%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
59,367
shares
|
$1.66 Million
0.41% of portfolio
|
Q3 2024
Reduced 58.19%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
58,137
shares
|
$1.62 Million
1.88% of portfolio
|
Q4 2023
Added 264159.09%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
56,428
shares
|
$1.57 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
55,745
shares
|
$1.55 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
|
$1.55 Million
0.86% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
53,912
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
53,889
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 43.8%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
52,524
shares
|
$1.46 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
52,352
shares
|
$1.46 Million
0.5% of portfolio
|
Q3 2024
Reduced 29.3%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
51,027
shares
|
$1.42 Million
1.8% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
50,911
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2024
Added 20.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
50,010
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 36.32%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
47,863
shares
|
$1.33 Million
0.97% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
47,860
shares
|
$1.33 Million
0.45% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
46,933
shares
|
$1.31 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
46,478
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
46,096
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
45,124
shares
|
$1.26 Million
0.86% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
44,788
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
44,722
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
44,430
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
44,310
shares
|
$1.24 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
43,498
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Added 52.31%
|