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 463 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 $9.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
170,690
shares
|
$4.59 Million
0.05% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
167,440
shares
|
$4.51 Million
0.21% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
160,399
shares
|
$4.32 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
157,209
shares
|
$4.23 Million
0.69% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
154,347
shares
|
$4.16 Million
0.89% of portfolio
|
Q3 2024
Added 20.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
149,982
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
148,076
shares
|
$3.99 Million
0.57% of portfolio
|
Q3 2024
Reduced 74.21%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
145,266
shares
|
$3.91 Million
0.21% of portfolio
|
Q3 2024
Reduced 14.79%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
144,961
shares
|
$3.9 Million
0.41% of portfolio
|
Q3 2024
Reduced 38.26%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
143,233
shares
|
$3.86 Million
1.45% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
139,991
shares
|
$3.77 Million
0.3% of portfolio
|
Q4 2023
Added 1.28%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
139,910
shares
|
$3.77 Million
1.72% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
139,065
shares
|
$3.74 Million
2.02% of portfolio
|
Q3 2024
Added 45.96%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
138,392
shares
|
$3.73 Million
3.36% of portfolio
|
Q3 2022
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
137,645
shares
|
$3.71 Million
0.9% of portfolio
|
Q3 2024
Added 86.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
137,344
shares
|
$3.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
134,061
shares
|
$3.61 Million
0.51% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
133,677
shares
|
$3.6 Million
0.66% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
127,901
shares
|
$3.44 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
125,935
shares
|
$3.39 Million
0.94% of portfolio
|
Q3 2024
Reduced 18.7%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
124,898
shares
|
$3.36 Million
0.06% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
119,271
shares
|
$3.21 Million
0.17% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
118,356
shares
|
$3.19 Million
0.43% of portfolio
|
Q3 2024
Added 22.02%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
115,040
shares
|
$3.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
112,915
shares
|
$3.04 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.54%
|