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 469 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $9.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
686
shares
|
$18,316
0.0% of portfolio
|
Q3 2024
Reduced 39.88%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
683
shares
|
$18,236
0.0% of portfolio
|
Q3 2024
Reduced 72.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
624
shares
|
$16,660
0.0% of portfolio
|
Q4 2024
Added 61.24%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
614
shares
|
$16,393
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
611
shares
|
$16,313
0.0% of portfolio
|
Q3 2024
Reduced 52.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
590
shares
|
$15,753
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
538
shares
|
$14,364
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
526
shares
|
$14,044
0.01% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
455
shares
|
$12,148
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
444
shares
|
$11,854
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
403
shares
|
$10,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
381
shares
|
$10,172
0.0% of portfolio
|
Q3 2024
Added 1556.52%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
359
shares
|
$9,585
0.0% of portfolio
|
Q3 2024
Added 69.34%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
348
shares
|
$9,291
0.0% of portfolio
|
Q4 2024
Added 3380.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
328
shares
|
$8,757
0.0% of portfolio
|
Q3 2024
Reduced 63.27%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
308
shares
|
$8,223
0.0% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
280
shares
|
$7,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
271
shares
|
$7,235
0.0% of portfolio
|
Q4 2024
Reduced 83.55%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
267
shares
|
$7,128
0.0% of portfolio
|
Q3 2024
Reduced 32.58%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
265
shares
|
$7,075
0.0% of portfolio
|
Q4 2024
Reduced 64.71%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
256
shares
|
$6,835
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
217
shares
|
$5,793
0.0% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
202
shares
|
$5,393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
161
shares
|
$4,298
0.0% of portfolio
|
Q2 2024
Reduced 98.27%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
143
shares
|
$3,818
0.0% of portfolio
|
Q3 2023
New holding
|