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 |
|---|---|---|---|---|---|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,203
shares
|
$193,328
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
7,176
shares
|
$192,603
0.07% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
6,929
shares
|
$185,974
0.0% of portfolio
|
Q3 2024
Reduced 33.1%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
6,282
shares
|
$168,608
0.05% of portfolio
|
Q1 2022
Reduced 97.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
5,737
shares
|
$153,981
0.03% of portfolio
|
Q2 2024
Added 5.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
5,330
shares
|
$143,057
0.02% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,993
shares
|
$134,012
0.03% of portfolio
|
Q2 2023
Reduced 13.2%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
4,657
shares
|
$124,993
0.0% of portfolio
|
Q3 2024
Added 221.39%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
4,612
shares
|
$123,786
0.05% of portfolio
|
Q3 2024
Reduced 37.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,160
shares
|
$111,654
0.0% of portfolio
|
Q3 2024
Reduced 35.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,068
shares
|
$109,185
0.0% of portfolio
|
Q3 2024
Reduced 40.86%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,949
shares
|
$105,991
0.0% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
3,902
shares
|
$104,729
0.04% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,780
shares
|
$101,455
0.19% of portfolio
|
Q3 2022
Added 48.24%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,698
shares
|
$99,254
0.0% of portfolio
|
Q3 2024
Reduced 53.43%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
3,184
shares
|
$85,458
0.0% of portfolio
|
Q3 2024
Added 544.53%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
3,021
shares
|
$81,083
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,992
shares
|
$80,305
0.0% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,910
shares
|
$78,104
0.02% of portfolio
|
Q3 2024
Reduced 39.41%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,659
shares
|
$71,367
0.01% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,482
shares
|
$66,616
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,382
shares
|
$63,932
0.0% of portfolio
|
Q2 2020
Added 2.59%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,997
shares
|
$53,599
0.04% of portfolio
|
Q3 2024
Reduced 68.02%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,982
shares
|
$53,196
0.0% of portfolio
|
Q3 2024
Added 16416.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,878
shares
|
$50,405
0.0% of portfolio
|
Q3 2024
Added 376.65%
|