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 406 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $7.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
49,318,890
shares
|
$1.34 Billion
0.06% of portfolio
|
Q1 2024
Added 7.24%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
39,051,627
shares
|
$1.06 Billion
0.51% of portfolio
|
Q1 2024
Added 6.29%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
39,018,870
shares
|
$1.06 Billion
2.46% of portfolio
|
Q1 2024
Added 8.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
16,084,038
shares
|
$438 Million
0.04% of portfolio
|
Q1 2024
Added 26.58%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
12,344,933
shares
|
$336 Million
0.13% of portfolio
|
Q1 2024
Added 136.17%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Apr 17, 2024 Q1 2024 |
11,622,475
shares
|
$316 Million
4.18% of portfolio
|
Q1 2024
Added 63.49%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2024 Q1 2024 |
10,956,900
shares
|
$298 Million
7.23% of portfolio
|
Q1 2022
Added 18.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
9,789,836
shares
|
$266 Million
0.15% of portfolio
|
Q1 2024
Added 2.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
6,982,911
shares
|
$190 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
3,979,585
shares
|
$108 Million
0.01% of portfolio
|
Q1 2024
Added 9.82%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
3,847,338
shares
|
$105 Million
1.9% of portfolio
|
Q1 2024
Added 1.05%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2024 Q1 2024 |
3,528,743
shares
|
$96.1 Million
2.11% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,321,997
shares
|
$90.4 Million
0.02% of portfolio
|
Q1 2024
Added 37.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
3,278,930
shares
|
$89.3 Million
0.11% of portfolio
|
Q1 2024
Added 37.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,259,044
shares
|
$88.7 Million
0.01% of portfolio
|
Q1 2024
Added 7.56%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
2,939,378
shares
|
$80 Million
0.27% of portfolio
|
Q1 2024
Added 139.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
2,471,914
shares
|
$67.3 Million
0.17% of portfolio
|
Q1 2024
Added 175.91%
|
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
2,392,557
shares
|
$65.1 Million
1.0% of portfolio
|
Q1 2024
Added 8.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
2,269,794
shares
|
$61.8 Million
0.17% of portfolio
|
Q1 2024
Added 26.33%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2024 Q1 2024 |
1,831,940
shares
|
$49.9 Million
5.87% of portfolio
|
Q1 2024
Reduced 40.94%
|
|
|
Advocacy Wealth Management Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,774,833
shares
|
$48.3 Million
4.65% of portfolio
|
Q1 2024
Added 29.0%
|
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
1,656,277
shares
|
$45.1 Million
1.44% of portfolio
|
Q1 2024
Added 32.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,602,578
shares
|
$43.6 Million
0.72% of portfolio
|
Q1 2024
Reduced 8.22%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
1,585,168
shares
|
$43.1 Million
12.27% of portfolio
|
Q1 2024
Added 119445.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
1,552,258
shares
|
$42.3 Million
1.52% of portfolio
|
Q1 2024
Added 57.09%
|
|