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 |
---|---|---|---|---|---|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,780
shares
|
$104,252
0.19% of portfolio
|
Q3 2022
Added 48.24%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 15, 2024 Q1 2024 |
3,418
shares
|
$94,268
0.05% of portfolio
|
Q1 2024
New holding
|
|
Apcm Wealth Management For Individuals
|
Jul 22, 2024 Q2 2024 |
3,006
shares
|
$82,905
0.01% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,992
shares
|
$82,519
0.0% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
2,482
shares
|
$68,453
0.0% of portfolio
|
Q2 2024
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
2,457
shares
|
$67,764
0.01% of portfolio
|
Q1 2024
Added 23.28%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Jun 21, 2024 Q1 2024 |
2,428
shares
|
$66,964
0.05% of portfolio
|
Q1 2024
Reduced 40.06%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,382
shares
|
$65,695
0.0% of portfolio
|
Q2 2020
Added 2.59%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
2,311
shares
|
$63,737
0.07% of portfolio
|
Q1 2024
Reduced 20.64%
|
|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
2,192
shares
|
$60,455
0.01% of portfolio
|
Q2 2024
New holding
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
2,122
shares
|
$58,524
0.03% of portfolio
|
Q2 2024
New holding
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
1,762
shares
|
$48,595
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ballast Advisors LLC
|
Jul 26, 2024 Q2 2024 |
1,752
shares
|
$48,320
0.01% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
1,726
shares
|
$47,603
0.01% of portfolio
|
Q2 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
1,708
shares
|
$47,106
0.0% of portfolio
|
Q2 2024
Added 95.42%
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 14, 2024 Q1 2024 |
1,675
shares
|
$46,196
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
1,449
shares
|
$39,963
0.0% of portfolio
|
Q2 2024
Reduced 73.05%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
1,420
shares
|
$39,163
0.01% of portfolio
|
Q1 2024
Added 14.06%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
1,400
shares
|
$38,612
0.0% of portfolio
|
Q4 2023
Reduced 2.85%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
1,309
shares
|
$36,102
0.0% of portfolio
|
Q1 2024
Added 790.48%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
1,203
shares
|
$33,178
0.01% of portfolio
|
Q1 2024
Added 5628.57%
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
1,141
shares
|
$31,468
0.01% of portfolio
|
Q2 2024
New holding
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
1,112
shares
|
$30,668
0.0% of portfolio
|
Q1 2024
Added 9166.67%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
949
shares
|
$26,173
0.02% of portfolio
|
Q1 2024
Added 100.21%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
933
shares
|
$25,732
0.0% of portfolio
|
Q1 2024
New holding
|