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 407 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $8.02 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
1,552,258
shares
|
$42.6 Million
1.52% of portfolio
|
Q1 2024
Added 57.09%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,531,345
shares
|
$42 Million
0.1% of portfolio
|
Q1 2024
Reduced 13.15%
|
|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
1,437,370
shares
|
$39.4 Million
2.61% of portfolio
|
Q1 2024
Reduced 3.56%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
1,379,733
shares
|
$37.8 Million
2.53% of portfolio
|
Q1 2024
Added 807.82%
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2024 Q1 2024 |
1,355,041
shares
|
$37.2 Million
4.32% of portfolio
|
Q1 2024
Added 1.68%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,222,226
shares
|
$33.5 Million
0.02% of portfolio
|
Q1 2024
Added 7.0%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,120,305
shares
|
$30.7 Million
0.01% of portfolio
|
Q1 2024
Added 40.91%
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
1,037,430
shares
|
$28.5 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
1,026,870
shares
|
$28.2 Million
0.01% of portfolio
|
Q1 2024
Added 20.26%
|
|
Erts Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
1,022,220
shares
|
$28 Million
5.83% of portfolio
|
Q1 2024
New holding
|
|
Strategic Wealth Investment Group, LLC
|
Jan 16, 2024 Q4 2023 |
993,248
shares
|
$27.2 Million
4.36% of portfolio
|
Q4 2023
Added 8.04%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
942,062
shares
|
$25.8 Million
0.1% of portfolio
|
Q1 2024
Added 72.56%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
897,890
shares
|
$24.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 21.13%
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2024 Q1 2024 |
888,028
shares
|
$24.4 Million
0.97% of portfolio
|
Q1 2024
Added 66.65%
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
878,550
shares
|
$24.1 Million
1.59% of portfolio
|
Q1 2024
Added 6.48%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
817,265
shares
|
$22.4 Million
0.94% of portfolio
|
Q1 2024
New holding
|
|
One Day In July LLC
|
Apr 25, 2024 Q1 2024 |
806,585
shares
|
$22.1 Million
2.99% of portfolio
|
Q1 2024
Added 232.86%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
784,456
shares
|
$21.5 Million
1.5% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
Girard Partners Ltd.
|
May 13, 2024 Q1 2024 |
757,627
shares
|
$20.8 Million
2.0% of portfolio
|
Q1 2024
Added 51.57%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
743,499
shares
|
$20.4 Million
1.42% of portfolio
|
Q4 2023
Added 26.48%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
735,246
shares
|
$20.2 Million
0.03% of portfolio
|
Q1 2024
Added 96.31%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
724,391
shares
|
$19.9 Million
0.15% of portfolio
|
Q1 2024
Reduced 19.23%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
720,844
shares
|
$19.8 Million
0.02% of portfolio
|
Q1 2024
Added 21.66%
|
|
O'Brien Wealth Partners LLC
|
Apr 18, 2024 Q1 2024 |
717,206
shares
|
$19.7 Million
4.91% of portfolio
|
Q1 2024
Added 13.5%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
714,500
shares
|
$19.6 Million
0.25% of portfolio
|
Q1 2024
Reduced 46.12%
|