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 291 Million shares, which have been reported (via 13F filing form) to have a value of $7.95 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
314,522
shares
|
$8.6 Million
0.1% of portfolio
|
Q2 2024
Added 27.5%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
312,415
shares
|
$8.54 Million
0.18% of portfolio
|
Q1 2024
Added 50864.93%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
311,770
shares
|
$8.53 Million
0.1% of portfolio
|
Q1 2024
Added 42.49%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
310,962
shares
|
$8.5 Million
0.1% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 15, 2024 Q1 2024 |
291,266
shares
|
$7.97 Million
1.37% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
Buttonwood Financial Group, LLC
|
Jul 10, 2024 Q2 2024 |
283,705
shares
|
$7.76 Million
4.47% of portfolio
|
Q2 2024
Added 4.47%
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
280,494
shares
|
$7.67 Million
0.71% of portfolio
|
Q1 2024
Added 37.08%
|
|
Gen Wealth Group, Inc.
|
Apr 11, 2024 Q1 2024 |
279,588
shares
|
$7.65 Million
1.98% of portfolio
|
Q1 2024
Reduced 42.97%
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Apr 23, 2024 Q1 2024 |
267,077
shares
|
$7.3 Million
3.04% of portfolio
|
Q1 2024
Reduced 49.12%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
262,237
shares
|
$7.17 Million
0.13% of portfolio
|
Q2 2023
Added 6.7%
|
|
Ma Private Wealth
|
Apr 30, 2024 Q1 2024 |
259,104
shares
|
$7.09 Million
1.47% of portfolio
|
Q1 2024
Reduced 25.83%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 15, 2024 Q1 2024 |
247,596
shares
|
$6.77 Million
0.66% of portfolio
|
Q1 2024
Reduced 28.23%
|
|
Goodman Advisory Group, LLC
|
May 15, 2024 Q1 2024 |
245,654
shares
|
$6.72 Million
2.19% of portfolio
|
Q1 2024
Reduced 53.56%
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
245,369
shares
|
$6.71 Million
0.32% of portfolio
|
Q1 2024
Added 42.45%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
234,805
shares
|
$6.42 Million
0.67% of portfolio
|
Q1 2024
Added 275.17%
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
232,801
shares
|
$6.37 Million
0.49% of portfolio
|
Q1 2024
Reduced 22.19%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
230,805
shares
|
$6.31 Million
0.17% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
226,726
shares
|
$6.2 Million
0.11% of portfolio
|
Q1 2024
Added 33.15%
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 04, 2024 Q1 2024 |
216,751
shares
|
$5.93 Million
2.63% of portfolio
|
Q1 2024
Added 4.1%
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 01, 2024 Q1 2024 |
213,275
shares
|
$5.83 Million
1.91% of portfolio
|
Q1 2024
Added 24.16%
|
|
Madison Asset Management, LLC
Madison, WI |
May 09, 2024 Q1 2024 |
212,612
shares
|
$5.81 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
211,104
shares
|
$5.77 Million
0.01% of portfolio
|
Q1 2024
Reduced 28.55%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
203,224
shares
|
$5.56 Million
2.63% of portfolio
|
Q4 2023
New holding
|
|
Astoria Portfolio Advisors Llc.
|
Jul 09, 2024 Q2 2024 |
195,863
shares
|
$5.36 Million
1.95% of portfolio
|
Q2 2024
Reduced 8.19%
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Apr 15, 2024 Q1 2024 |
190,732
shares
|
$5.22 Million
3.72% of portfolio
|
Q1 2024
Added 1.01%
|