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 |
---|---|---|---|---|---|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
706
shares
|
$18,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
705
shares
|
$18,555
0.0% of portfolio
|
Q1 2025
Added 35150.0%
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
686
shares
|
$18,055
0.0% of portfolio
|
Q3 2024
Reduced 39.88%
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
582
shares
|
$15,318
0.01% of portfolio
|
Q1 2025
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
580
shares
|
$15,265
0.01% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
565
shares
|
$14,870
0.05% of portfolio
|
Q4 2024
Reduced 65.96%
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
550
shares
|
$14,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
527
shares
|
$13,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
526
shares
|
$13,844
0.01% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
489
shares
|
$12,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
453
shares
|
$11,922
0.0% of portfolio
|
Q1 2025
Reduced 84.29%
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
443
shares
|
$11,659
0.01% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
402
shares
|
$10,580
0.0% of portfolio
|
Q1 2025
Added 30.52%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
401
shares
|
$10,554
0.0% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
389
shares
|
$10,238
0.0% of portfolio
|
Q1 2025
Reduced 57.99%
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
381
shares
|
$10,027
0.0% of portfolio
|
Q3 2024
Added 1556.52%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
364
shares
|
$9,580
0.0% of portfolio
|
Q1 2025
Reduced 98.27%
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
348
shares
|
$9,159
0.0% of portfolio
|
Q4 2024
Added 3380.0%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
345
shares
|
$9,080
0.01% of portfolio
|
Q1 2025
Reduced 99.53%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
294
shares
|
$7,738
0.0% of portfolio
|
Q1 2025
Reduced 80.62%
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
271
shares
|
$7,132
0.0% of portfolio
|
Q4 2024
Reduced 83.55%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
265
shares
|
$6,974
0.0% of portfolio
|
Q4 2024
Reduced 64.71%
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
239
shares
|
$6,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
217
shares
|
$5,711
0.0% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
213
shares
|
$5,606
0.0% of portfolio
|
Q2 2025
New holding
|