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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,177
shares
|
$262,261
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
9,815
shares
|
$252,932
0.02% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,814
shares
|
$252,906
0.1% of portfolio
|
Q1 2024
Added 6.62%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
9,605
shares
|
$247,520
0.02% of portfolio
|
Q3 2024
Reduced 35.61%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
9,460
shares
|
$243,784
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
9,436
shares
|
$243,165
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
9,430
shares
|
$243,011
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
9,419
shares
|
$242,727
0.21% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
9,412
shares
|
$242,547
0.01% of portfolio
|
Q3 2024
Reduced 30.3%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
9,326
shares
|
$240,331
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
9,133
shares
|
$235,357
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,041
shares
|
$232,986
0.0% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
8,967
shares
|
$231,079
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,832
shares
|
$227,600
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
8,811
shares
|
$227,059
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
8,443
shares
|
$217,576
0.07% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,360
shares
|
$215,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
8,342
shares
|
$214,973
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
8,041
shares
|
$207,216
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
7,925
shares
|
$204,227
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
7,732
shares
|
$199,253
0.0% of portfolio
|
Q3 2024
Reduced 32.33%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
7,511
shares
|
$193,558
0.0% of portfolio
|
Q2 2024
Added 14.88%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,503
shares
|
$193,352
0.01% of portfolio
|
Q3 2024
Reduced 49.72%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
7,367
shares
|
$189,847
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
7,360
shares
|
$189,667
0.02% of portfolio
|
Q3 2024
New holding
|