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 430 institutions that hold shares in the stock, with a total of 327 Million shares, which have been reported (via 13F filing form) to have a value of $9.29 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
35,612
shares
|
$1.01 Million
0.7% of portfolio
|
Q2 2024
Added 53.73%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
35,060
shares
|
$994,301
0.03% of portfolio
|
Q2 2024
Added 136.14%
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 13, 2024 Q2 2024 |
33,989
shares
|
$963,928
0.72% of portfolio
|
Q2 2024
Added 155.92%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
33,842
shares
|
$959,759
0.06% of portfolio
|
Q2 2024
New holding
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
33,402
shares
|
$947,280
0.07% of portfolio
|
Q2 2024
Added 95.28%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
32,162
shares
|
$912,114
0.08% of portfolio
|
Q2 2024
Added 4.09%
|
|
Citizens & Northern Corp
|
Jul 30, 2024 Q2 2024 |
31,803
shares
|
$901,933
0.27% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
Quadrature Capital LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
31,082
shares
|
$881,485
0.01% of portfolio
|
Q2 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
30,729
shares
|
$871,474
0.63% of portfolio
|
Q2 2024
Added 47.25%
|
|
Cap Partners, LLC
Franklin, TN |
Jul 19, 2024 Q2 2024 |
30,602
shares
|
$867,872
0.68% of portfolio
|
Q2 2024
Added 29.9%
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 17, 2024 Q2 2024 |
30,602
shares
|
$867,872
0.34% of portfolio
|
Q2 2024
Reduced 21.33%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
29,927
shares
|
$848,729
0.18% of portfolio
|
Q1 2023
Added 3.07%
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 02, 2024 Q2 2024 |
28,831
shares
|
$817,647
0.23% of portfolio
|
Q2 2024
Added 21.28%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
28,558
shares
|
$809,904
0.04% of portfolio
|
Q2 2024
Added 111.29%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
28,076
shares
|
$796,235
0.01% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
27,801
shares
|
$788,436
0.02% of portfolio
|
Q2 2024
Added 31.71%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
27,736
shares
|
$786,592
3.09% of portfolio
|
Q2 2022
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
27,469
shares
|
$779,020
0.04% of portfolio
|
Q2 2024
Added 60.03%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
27,071
shares
|
$767,733
0.02% of portfolio
|
Q2 2024
Reduced 51.07%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
26,011
shares
|
$737,671
0.02% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
25,644
shares
|
$727,263
0.03% of portfolio
|
Q2 2024
Reduced 41.61%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
25,542
shares
|
$724,371
0.08% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
24,716
shares
|
$700,945
0.04% of portfolio
|
Q2 2024
Added 4.91%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 14, 2024 Q2 2024 |
24,674
shares
|
$699,754
0.02% of portfolio
|
Q2 2024
Added 113.98%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
24,655
shares
|
$699,215
0.01% of portfolio
|
Q2 2024
Added 16.63%
|