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 |
---|---|---|---|---|---|
Donald L. Hagan, LLC
|
Jul 19, 2024 Q2 2024 |
24,488
shares
|
$694,479
0.37% of portfolio
|
Q2 2024
Added 14.21%
|
|
Norden Group LLC
Provo, UT |
Aug 06, 2024 Q2 2024 |
24,128
shares
|
$684,270
0.13% of portfolio
|
Q2 2024
Added 15.14%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
23,937
shares
|
$678,853
0.09% of portfolio
|
Q2 2024
New holding
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
23,369
shares
|
$662,744
0.41% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 14, 2024 Q2 2024 |
23,049
shares
|
$653,669
0.68% of portfolio
|
Q2 2024
Added 18.9%
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
22,247
shares
|
$630,924
1.02% of portfolio
|
Q2 2024
Added 59.91%
|
|
Lansing Street Advisors
|
Aug 07, 2024 Q2 2024 |
21,292
shares
|
$603,841
0.24% of portfolio
|
Q2 2024
Added 11.86%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
21,150
shares
|
$599,814
0.05% of portfolio
|
Q4 2023
Reduced 4.09%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
21,140
shares
|
$599,530
0.14% of portfolio
|
Q2 2024
Added 0.23%
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jul 26, 2024 Q2 2024 |
20,931
shares
|
$593,603
0.37% of portfolio
|
Q2 2024
Added 0.97%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
20,479
shares
|
$580,784
0.18% of portfolio
|
Q2 2024
Added 207.82%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
20,199
shares
|
$572,843
0.04% of portfolio
|
Q2 2024
New holding
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2024 Q2 2024 |
20,175
shares
|
$572,163
0.04% of portfolio
|
Q2 2024
Added 72.63%
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Aug 05, 2024 Q2 2024 |
19,882
shares
|
$563,853
0.48% of portfolio
|
Q2 2024
New holding
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
19,816
shares
|
$561,981
0.06% of portfolio
|
Q2 2024
Reduced 18.54%
|
|
Long View Wealth Management
Atlanta, GA |
Jul 22, 2024 Q2 2024 |
18,875
shares
|
$535,295
0.19% of portfolio
|
Q2 2024
Added 1.55%
|
|
Center For Asset Management LLC
|
Jul 29, 2024 Q2 2024 |
18,837
shares
|
$534,217
0.3% of portfolio
|
Q2 2024
Added 24.13%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,716
shares
|
$502,425
0.13% of portfolio
|
Q4 2022
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,619
shares
|
$499,674
0.02% of portfolio
|
Q4 2023
New holding
|
|
Fifth Third Securities, Inc.
|
Jul 15, 2024 Q2 2024 |
17,530
shares
|
$497,150
0.04% of portfolio
|
Q2 2024
New holding
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
16,956
shares
|
$480,872
0.14% of portfolio
|
Q2 2024
Added 19.6%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
16,844
shares
|
$477,695
0.02% of portfolio
|
Q2 2024
Reduced 7.26%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
16,762
shares
|
$475,370
0.01% of portfolio
|
Q2 2024
New holding
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Aug 06, 2024 Q2 2024 |
16,759
shares
|
$475,285
0.16% of portfolio
|
Q2 2024
Reduced 41.7%
|
|
Auour Investments LLC
Wenham, MA |
Jul 19, 2024 Q2 2024 |
16,328
shares
|
$463,062
0.17% of portfolio
|
Q2 2024
Reduced 1.39%
|