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 429 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $9.18 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
681,378
shares
|
$19.3 Million
3.03% of portfolio
|
Q2 2024
Added 3.21%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
677,172
shares
|
$19.2 Million
0.51% of portfolio
|
Q2 2024
Added 3.11%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
648,679
shares
|
$18.4 Million
0.25% of portfolio
|
Q2 2024
Added 22.68%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
641,481
shares
|
$18.2 Million
0.03% of portfolio
|
Q2 2024
Added 4.43%
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
606,021
shares
|
$17.2 Million
0.44% of portfolio
|
Q2 2024
Added 35.64%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
605,110
shares
|
$17.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 50.49%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
584,355
shares
|
$16.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 20.52%
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 13, 2024 Q2 2024 |
583,080
shares
|
$16.5 Million
0.61% of portfolio
|
Q2 2024
Reduced 34.34%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
575,936
shares
|
$16.3 Million
0.06% of portfolio
|
Q2 2024
Added 1.08%
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
574,191
shares
|
$16.3 Million
2.14% of portfolio
|
Q2 2024
Added 992.61%
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
556,877
shares
|
$15.8 Million
2.82% of portfolio
|
Q1 2024
Added 8.94%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
533,035
shares
|
$15.1 Million
0.69% of portfolio
|
Q2 2024
New holding
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
529,682
shares
|
$15 Million
1.07% of portfolio
|
Q2 2024
Added 5.57%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
506,187
shares
|
$14.4 Million
0.59% of portfolio
|
Q2 2024
Added 2.15%
|
|
Tennessee Valley Asset Management Partners
|
Aug 09, 2024 Q2 2024 |
480,413
shares
|
$13.6 Million
2.46% of portfolio
|
Q2 2024
Added 5.19%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
479,576
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2024
Added 3.13%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
469,932
shares
|
$13.3 Million
0.28% of portfolio
|
Q2 2024
Added 4.59%
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Aug 01, 2024 Q2 2024 |
464,998
shares
|
$13.2 Million
7.23% of portfolio
|
Q2 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
458,117
shares
|
$13 Million
0.38% of portfolio
|
Q2 2024
Added 11.5%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
456,654
shares
|
$13 Million
0.01% of portfolio
|
Q2 2024
Added 0.0%
|
|
Scs Capital Management LLC
Boston, MA |
Oct 01, 2024 Q2 2024 |
426,703
shares
|
$12.1 Million
0.24% of portfolio
|
Q2 2024
Reduced 87.91%
|
|
Sykon Capital LLC
Harrison, NY |
Aug 08, 2024 Q2 2024 |
399,014
shares
|
$11.3 Million
4.1% of portfolio
|
Q2 2024
Added 3742.58%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
379,206
shares
|
$10.8 Million
1.65% of portfolio
|
Q2 2024
Added 7.73%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
377,681
shares
|
$10.7 Million
0.13% of portfolio
|
Q2 2024
Added 13.92%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
374,754
shares
|
$10.6 Million
1.32% of portfolio
|
Q2 2024
Reduced 1.67%
|