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 463 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 $9.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
21,127
shares
|
$544,442
0.36% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
21,091
shares
|
$543,515
0.55% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
20,958
shares
|
$540,087
0.06% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
20,501
shares
|
$528,310
0.07% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
20,181
shares
|
$520,064
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
19,756
shares
|
$509,112
0.04% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
19,661
shares
|
$506,663
0.84% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
19,457
shares
|
$501,406
0.04% of portfolio
|
Q3 2024
Added 107.34%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
19,291
shares
|
$497,129
0.07% of portfolio
|
Q3 2024
Reduced 91.73%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
18,891
shares
|
$486,821
0.2% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
18,866
shares
|
$486,176
0.13% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
18,672
shares
|
$481,177
0.23% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
18,478
shares
|
$476,178
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
18,165
shares
|
$468,112
0.32% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
18,123
shares
|
$467,029
0.17% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
17,798
shares
|
$458,654
0.01% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,716
shares
|
$456,541
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,619
shares
|
$454,041
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
17,592
shares
|
$453,345
0.2% of portfolio
|
Q3 2024
Reduced 59.25%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
17,031
shares
|
$438,888
0.01% of portfolio
|
Q3 2024
Reduced 34.52%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
16,643
shares
|
$428,890
0.16% of portfolio
|
Q3 2024
Added 48.29%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
16,420
shares
|
$423,143
0.0% of portfolio
|
Q3 2024
Added 340.33%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
15,974
shares
|
$411,649
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
15,961
shares
|
$411,314
0.12% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
15,773
shares
|
$406,470
0.01% of portfolio
|
Q3 2024
Added 98.3%
|