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 411 institutions that hold shares in the stock, with a total of 293 Million shares, which have been reported (via 13F filing form) to have a value of $8.08 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
12,972
shares
|
$357,767
0.13% of portfolio
|
Q2 2024
New holding
|
|
Vci Wealth Management LLC
St Louis, MO |
May 01, 2024 Q1 2024 |
12,629
shares
|
$348,307
0.24% of portfolio
|
Q1 2024
Added 49.42%
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
12,365
shares
|
$341,026
0.04% of portfolio
|
Q1 2024
Added 64.65%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
11,965
shares
|
$329,994
0.01% of portfolio
|
Q2 2024
Reduced 8.05%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
11,888
shares
|
$327,871
0.01% of portfolio
|
Q1 2024
Reduced 57.92%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2024 Q1 2024 |
11,687
shares
|
$322,327
0.02% of portfolio
|
Q1 2024
New holding
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
11,565
shares
|
$318,962
0.02% of portfolio
|
Q2 2024
Added 1.57%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 10, 2024 Q1 2024 |
11,531
shares
|
$318,024
0.01% of portfolio
|
Q1 2024
New holding
|
|
Advisor Resource Council
|
Jul 15, 2024 Q2 2024 |
11,223
shares
|
$309,530
0.17% of portfolio
|
Q2 2024
Reduced 53.31%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
11,222
shares
|
$309,502
0.02% of portfolio
|
Q1 2024
Added 54.55%
|
|
L.M. Kohn & Company
|
Apr 25, 2024 Q1 2024 |
11,116
shares
|
$306,579
0.09% of portfolio
|
Q1 2024
Reduced 26.99%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
11,074
shares
|
$305,420
0.0% of portfolio
|
Q1 2024
Reduced 53.4%
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 16, 2024 Q2 2024 |
10,888
shares
|
$300,291
0.22% of portfolio
|
Q2 2024
Reduced 94.24%
|
|
Boyd Watterson Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
10,741
shares
|
$296,236
0.11% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
10,686
shares
|
$294,719
0.06% of portfolio
|
Q4 2023
Reduced 25.81%
|
|
Sykon Capital LLC
Harrison, NY |
May 08, 2024 Q1 2024 |
10,384
shares
|
$286,390
0.1% of portfolio
|
Q1 2024
Reduced 97.21%
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
10,358
shares
|
$285,673
0.0% of portfolio
|
Q4 2023
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
10,347
shares
|
$285,370
0.0% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,177
shares
|
$280,681
0.05% of portfolio
|
Q1 2024
New holding
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,814
shares
|
$270,670
0.1% of portfolio
|
Q1 2024
Added 6.62%
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
9,711
shares
|
$267,829
0.01% of portfolio
|
Q1 2024
Added 1.98%
|
|
Bank Ozk
|
Jul 29, 2024 Q2 2024 |
9,430
shares
|
$260,079
0.11% of portfolio
|
Q2 2024
New holding
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
9,389
shares
|
$258,948
0.07% of portfolio
|
Q2 2024
Added 29.29%
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 12, 2024 Q1 2024 |
9,344
shares
|
$257,707
0.2% of portfolio
|
Q1 2024
Added 1.7%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
9,302
shares
|
$256,549
0.05% of portfolio
|
Q1 2024
Added 52.52%
|