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 |
---|---|---|---|---|---|
Integrated Capital Management, Inc.
|
Apr 11, 2024 Q1 2024 |
57,511
shares
|
$1.58 Million
1.38% of portfolio
|
Q1 2024
Added 35.87%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
55,323
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2024
Added 33.39%
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2024 Q1 2024 |
54,619
shares
|
$1.5 Million
1.26% of portfolio
|
Q1 2024
Reduced 12.47%
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 02, 2024 Q1 2024 |
54,229
shares
|
$1.49 Million
0.52% of portfolio
|
Q1 2024
Added 9.37%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
52,900
shares
|
$1.45 Million
0.27% of portfolio
|
Q1 2024
Added 400.57%
|
|
Altfest L J & CO Inc
|
Apr 22, 2024 Q1 2024 |
52,552
shares
|
$1.44 Million
0.21% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
Napa Wealth Management
Napa, CA |
Feb 22, 2024 Q4 2023 |
52,172
shares
|
$1.43 Million
0.82% of portfolio
|
Q4 2023
New holding
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
51,027
shares
|
$1.4 Million
1.8% of portfolio
|
Q3 2022
Added 0.63%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
50,020
shares
|
$1.37 Million
0.07% of portfolio
|
Q1 2024
Added 2.28%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
48,966
shares
|
$1.34 Million
0.13% of portfolio
|
Q1 2024
Added 0.79%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
47,705
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2024
Reduced 35.36%
|
|
Leuthold Group, LLC
|
May 06, 2024 Q1 2024 |
47,416
shares
|
$1.3 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Apr 26, 2024 Q1 2024 |
47,401
shares
|
$1.3 Million
0.87% of portfolio
|
Q1 2024
Added 62.32%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
46,509
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2024
Added 26.41%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
44,838
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2023
Added 60.32%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
43,920
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2024
Added 23.55%
|
|
E&G Advisors, LP
|
Apr 19, 2024 Q1 2024 |
43,400
shares
|
$1.19 Million
0.38% of portfolio
|
Q4 2023
Reduced 42.59%
|
|
Tempus Wealth Planning, LLC
|
Apr 19, 2024 Q1 2024 |
42,770
shares
|
$1.17 Million
0.58% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
42,612
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2024
Added 0.3%
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
39,637
shares
|
$1.09 Million
0.44% of portfolio
|
Q1 2024
Reduced 48.64%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
38,925
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2023
Reduced 40.19%
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 18, 2024 Q1 2024 |
38,900
shares
|
$1.07 Million
0.46% of portfolio
|
Q4 2019
Added 16.48%
|
|
Rede Wealth, LLC
|
May 03, 2024 Q1 2024 |
38,616
shares
|
$1.06 Million
0.45% of portfolio
|
Q1 2024
Added 8.21%
|
|
Savvy Advisors, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
38,501
shares
|
$1.06 Million
0.62% of portfolio
|
Q1 2024
Added 71.12%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 13, 2024 Q1 2024 |
38,303
shares
|
$1.05 Million
0.3% of portfolio
|
Q1 2024
Reduced 4.2%
|