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 428 institutions that hold shares in the stock, with a total of 327 Million shares, which have been reported (via 13F filing form) to have a value of $9.54 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ma Private Wealth
|
Aug 05, 2024 Q2 2024 |
364,117
shares
|
$10.6 Million
1.96% of portfolio
|
Q2 2024
Added 40.53%
|
|
Security Financial Services, Inc.
|
Jul 23, 2024 Q2 2024 |
363,748
shares
|
$10.6 Million
2.19% of portfolio
|
Q2 2024
Added 11.43%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 26, 2024 Q2 2024 |
362,079
shares
|
$10.6 Million
0.52% of portfolio
|
Q2 2024
Reduced 13.79%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
350,508
shares
|
$10.2 Million
0.1% of portfolio
|
Q2 2024
Added 12.72%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
349,932
shares
|
$10.2 Million
0.82% of portfolio
|
Q2 2024
Added 41.33%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
344,692
shares
|
$10.1 Million
0.11% of portfolio
|
Q2 2024
Added 10.56%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
327,349
shares
|
$9.56 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
318,919
shares
|
$9.31 Million
0.7% of portfolio
|
Q2 2024
Added 9.49%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
314,522
shares
|
$9.18 Million
0.1% of portfolio
|
Q2 2024
Added 27.5%
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 15, 2024 Q2 2024 |
297,192
shares
|
$8.68 Million
3.54% of portfolio
|
Q2 2024
Added 37.11%
|
|
Gen Wealth Group, Inc.
|
Jul 17, 2024 Q2 2024 |
292,903
shares
|
$8.55 Million
1.98% of portfolio
|
Q2 2024
Added 4.76%
|
|
Hedeker Wealth, LLC
|
Jul 19, 2024 Q2 2024 |
288,576
shares
|
$8.42 Million
2.36% of portfolio
|
Q2 2024
Added 77.22%
|
|
Buttonwood Financial Group, LLC
|
Jul 10, 2024 Q2 2024 |
283,705
shares
|
$8.28 Million
4.47% of portfolio
|
Q2 2024
Added 4.47%
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
282,704
shares
|
$8.25 Million
0.61% of portfolio
|
Q2 2024
Added 0.79%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
262,237
shares
|
$7.65 Million
0.13% of portfolio
|
Q2 2023
Added 6.7%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
248,785
shares
|
$7.26 Million
0.01% of portfolio
|
Q2 2024
Added 17.85%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
243,849
shares
|
$7.12 Million
0.43% of portfolio
|
Q2 2024
Added 4.75%
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
239,298
shares
|
$6.99 Million
1.95% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
236,099
shares
|
$6.89 Million
0.5% of portfolio
|
Q2 2024
Added 91.53%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
234,805
shares
|
$6.85 Million
0.68% of portfolio
|
Q1 2024
Added 275.17%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
233,280
shares
|
$6.81 Million
0.79% of portfolio
|
Q2 2024
Added 1086.75%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
231,603
shares
|
$6.76 Million
0.1% of portfolio
|
Q2 2024
Added 2.15%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
225,194
shares
|
$6.57 Million
0.28% of portfolio
|
Q2 2024
Reduced 8.22%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
218,606
shares
|
$6.38 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
207,348
shares
|
$6.05 Million
2.15% of portfolio
|
Q2 2024
Added 2.03%
|