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 |
---|---|---|---|---|---|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
94,074
shares
|
$2.58 Million
0.07% of portfolio
|
Q1 2024
Added 2.18%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
93,698
shares
|
$2.57 Million
0.08% of portfolio
|
Q1 2024
Added 72.09%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
90,625
shares
|
$2.49 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
90,541
shares
|
$2.48 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
89,674
shares
|
$2.46 Million
1.4% of portfolio
|
Q1 2024
Reduced 3.04%
|
|
Summit Financial Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
86,825
shares
|
$2.38 Million
0.55% of portfolio
|
Q1 2024
Added 88.83%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 23, 2024 Q1 2024 |
82,695
shares
|
$2.27 Million
1.7% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
80,683
shares
|
$2.21 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Apr 15, 2024 Q1 2024 |
79,483
shares
|
$2.18 Million
0.98% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 17, 2024 Q1 2024 |
78,958
shares
|
$2.17 Million
0.41% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
West Wealth Group, LLC
|
May 08, 2024 Q1 2024 |
74,120
shares
|
$2.03 Million
0.77% of portfolio
|
Q1 2024
Added 115.91%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
73,942
shares
|
$2.03 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
25 LLC
St. Louis, MO |
Jul 05, 2024 Q2 2024 |
72,375
shares
|
$1.99 Million
0.94% of portfolio
|
Q2 2024
Added 0.8%
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
69,999
shares
|
$1.92 Million
0.17% of portfolio
|
Q1 2024
Reduced 7.64%
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
67,451
shares
|
$1.85 Million
0.94% of portfolio
|
Q1 2024
Added 9.66%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
66,916
shares
|
$1.84 Million
0.07% of portfolio
|
Q1 2024
Added 18.01%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 14, 2024 Q1 2024 |
65,962
shares
|
$1.81 Million
0.25% of portfolio
|
Q1 2024
Added 461.52%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
64,315
shares
|
$1.76 Million
0.13% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
62,500
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2022
Added 0.63%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
61,993
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2024
Added 29.68%
|
|
Boltwood Capital Management
|
Jul 08, 2024 Q2 2024 |
60,578
shares
|
$1.66 Million
0.52% of portfolio
|
Q2 2024
Added 4.72%
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
58,701
shares
|
$1.61 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
58,514
shares
|
$1.61 Million
1.31% of portfolio
|
Q1 2024
Reduced 16.1%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
58,448
shares
|
$1.6 Million
0.91% of portfolio
|
Q1 2024
Added 35.18%
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
58,137
shares
|
$1.59 Million
1.88% of portfolio
|
Q4 2023
Added 264159.09%
|