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 461 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $9.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
31,271
shares
|
$839,313
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
30,518
shares
|
$819,103
0.02% of portfolio
|
Q3 2024
Reduced 67.38%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
30,297
shares
|
$813,171
0.09% of portfolio
|
Q3 2024
Reduced 28.29%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
29,927
shares
|
$803,240
0.18% of portfolio
|
Q1 2023
Added 3.07%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
28,895
shares
|
$775,541
0.22% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
28,830
shares
|
$773,797
0.69% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
27,736
shares
|
$744,434
3.09% of portfolio
|
Q2 2022
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
26,927
shares
|
$722,720
0.03% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
26,748
shares
|
$717,916
0.24% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
26,370
shares
|
$707,770
0.38% of portfolio
|
Q3 2024
Reduced 65.79%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
24,790
shares
|
$665,363
0.27% of portfolio
|
Q3 2024
Reduced 50.22%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
24,655
shares
|
$661,740
0.01% of portfolio
|
Q2 2024
Added 16.63%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
24,563
shares
|
$659,270
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
24,083
shares
|
$646,387
0.42% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
23,746
shares
|
$637,342
0.52% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
23,673
shares
|
$635,383
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
23,135
shares
|
$620,943
0.02% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
22,903
shares
|
$614,716
0.08% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
22,735
shares
|
$610,207
0.06% of portfolio
|
Q3 2024
Added 29.69%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
22,635
shares
|
$607,523
0.03% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
22,441
shares
|
$602,316
0.7% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
22,351
shares
|
$599,900
0.25% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,227
shares
|
$596,572
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
22,182
shares
|
$595,364
0.34% of portfolio
|
Q3 2024
Added 945.33%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
21,150
shares
|
$567,666
0.05% of portfolio
|
Q4 2023
Reduced 4.09%
|