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 |
---|---|---|---|---|---|
Madison Asset Management, LLC
Madison, WI |
Aug 09, 2024 Q2 2024 |
205,879
shares
|
$5.84 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
205,130
shares
|
$5.82 Million
0.71% of portfolio
|
Q2 2024
Added 210.98%
|
|
Astoria Portfolio Advisors Llc.
|
Jul 09, 2024 Q2 2024 |
195,863
shares
|
$5.55 Million
1.95% of portfolio
|
Q2 2024
Reduced 8.19%
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
191,682
shares
|
$5.44 Million
3.76% of portfolio
|
Q2 2024
Added 0.5%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
187,995
shares
|
$5.33 Million
0.22% of portfolio
|
Q2 2024
Added 19.94%
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 02, 2024 Q2 2024 |
171,943
shares
|
$4.88 Million
2.42% of portfolio
|
Q2 2024
Reduced 9.29%
|
|
Bcm Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
171,772
shares
|
$4.87 Million
1.04% of portfolio
|
Q2 2024
Added 5.41%
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
171,370
shares
|
$4.86 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
170,489
shares
|
$4.84 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
167,440
shares
|
$4.75 Million
0.21% of portfolio
|
Q3 2022
Added 3.4%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
167,139
shares
|
$4.74 Million
2.09% of portfolio
|
Q2 2024
Added 86.39%
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 07, 2024 Q2 2024 |
165,170
shares
|
$4.68 Million
1.78% of portfolio
|
Q2 2024
Added 31.06%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
163,693
shares
|
$4.64 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
161,606
shares
|
$4.58 Million
0.05% of portfolio
|
Q2 2024
Added 3.71%
|
|
Detalus Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
158,434
shares
|
$4.49 Million
1.54% of portfolio
|
Q2 2024
Added 3.7%
|
|
Jmac Enterprises LLC
|
Jul 30, 2024 Q2 2024 |
156,131
shares
|
$4.43 Million
0.76% of portfolio
|
Q2 2024
Added 15.24%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 30, 2024 Q2 2024 |
154,897
shares
|
$4.39 Million
1.2% of portfolio
|
Q2 2024
Added 2.36%
|
|
Snider Financial Group
Bellevue, WA |
Aug 02, 2024 Q2 2024 |
153,344
shares
|
$4.35 Million
1.61% of portfolio
|
Q2 2024
Added 1.27%
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 01, 2024 Q2 2024 |
152,690
shares
|
$4.33 Million
1.26% of portfolio
|
Q2 2024
Reduced 28.41%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
151,839
shares
|
$4.31 Million
0.13% of portfolio
|
Q2 2024
Added 62.05%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
151,278
shares
|
$4.29 Million
0.01% of portfolio
|
Q2 2024
Added 24.91%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
149,896
shares
|
$4.25 Million
0.08% of portfolio
|
Q2 2024
Reduced 52.02%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
149,604
shares
|
$4.24 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
149,462
shares
|
$4.24 Million
0.03% of portfolio
|
Q2 2024
Added 897.41%
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Jul 23, 2024 Q2 2024 |
146,238
shares
|
$4.15 Million
1.57% of portfolio
|
Q2 2024
Added 19.67%
|