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 510 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $9.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
22,399
shares
|
$589,541
0.02% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
22,221
shares
|
$584,856
0.25% of portfolio
|
Q1 2025
Reduced 48.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
21,421
shares
|
$563,800
0.0% of portfolio
|
Q1 2025
Added 415.8%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
21,222
shares
|
$558,563
0.54% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
21,159
shares
|
$556,904
0.12% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
21,153
shares
|
$556,746
0.91% of portfolio
|
Q1 2025
Reduced 20.32%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
21,150
shares
|
$556,668
0.05% of portfolio
|
Q4 2023
Reduced 4.09%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
21,109
shares
|
$555,588
0.13% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
21,026
shares
|
$553,404
0.21% of portfolio
|
Q2 2025
Added 1232.45%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
21,006
shares
|
$552,877
0.24% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
20,872
shares
|
$549,351
0.0% of portfolio
|
Q1 2025
Added 2631.94%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
20,454
shares
|
$538,349
0.0% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
20,446
shares
|
$538,138
0.15% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
20,338
shares
|
$535,296
0.25% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
20,316
shares
|
$534,717
0.04% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
20,249
shares
|
$532,953
0.2% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
19,300
shares
|
$507,976
0.08% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
18,982
shares
|
$499,606
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
18,950
shares
|
$498,764
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,605
shares
|
$489,683
0.06% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
18,408
shares
|
$484,498
0.02% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
17,716
shares
|
$466,285
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,619
shares
|
$463,732
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
17,429
shares
|
$458,731
0.18% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
16,709
shares
|
$439,780
0.48% of portfolio
|
Q1 2025
Reduced 58.55%
|