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 |
|---|---|---|---|---|---|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
12,121
shares
|
$319,024
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
11,721
shares
|
$308,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
11,591
shares
|
$305,075
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
11,560
shares
|
$304,259
0.02% of portfolio
|
Q1 2025
Reduced 37.4%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
11,510
shares
|
$302,943
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
11,306
shares
|
$297,573
0.08% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
10,997
shares
|
$289,441
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
10,989
shares
|
$289,230
0.18% of portfolio
|
Q1 2025
Reduced 31.59%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
10,926
shares
|
$287,572
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,751
shares
|
$282,966
0.03% of portfolio
|
Q2 2025
Reduced 39.04%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
10,660
shares
|
$280,571
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
10,592
shares
|
$278,781
0.31% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,536
shares
|
$277,307
0.0% of portfolio
|
Q1 2025
Added 17172.13%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
10,534
shares
|
$277,254
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
10,468
shares
|
$275,517
0.02% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
10,225
shares
|
$269,122
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
10,206
shares
|
$268,621
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,177
shares
|
$267,858
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
10,047
shares
|
$264,437
0.02% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
10,004
shares
|
$263,305
0.38% of portfolio
|
Q2 2025
Added 32.01%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
9,953
shares
|
$261,962
0.09% of portfolio
|
Q1 2025
Reduced 24.1%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
9,931
shares
|
$261,383
0.08% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,814
shares
|
$258,304
0.1% of portfolio
|
Q1 2024
Added 6.62%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
9,590
shares
|
$252,408
0.26% of portfolio
|
Q1 2025
Reduced 23.88%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
9,433
shares
|
$248,276
0.08% of portfolio
|
Q1 2025
Added 9.28%
|