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 |
|---|---|---|---|---|---|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
130,330
shares
|
$3.43 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
125,588
shares
|
$3.31 Million
1.23% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
125,128
shares
|
$3.29 Million
2.07% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
120,617
shares
|
$3.17 Million
2.34% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
119,906
shares
|
$3.16 Million
0.11% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
116,901
shares
|
$3.08 Million
1.78% of portfolio
|
Q1 2025
Reduced 96.33%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
115,705
shares
|
$3.05 Million
0.93% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
114,348
shares
|
$3.01 Million
0.02% of portfolio
|
Q1 2025
Added 63.34%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
111,324
shares
|
$2.93 Million
1.56% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
110,522
shares
|
$2.91 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
104,918
shares
|
$2.76 Million
0.47% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
101,088
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
99,335
shares
|
$2.61 Million
0.01% of portfolio
|
Q1 2025
Added 58.73%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
98,871
shares
|
$2.6 Million
1.45% of portfolio
|
Q1 2025
Reduced 42.71%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
98,496
shares
|
$2.59 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
97,759
shares
|
$2.57 Million
1.77% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
97,588
shares
|
$2.57 Million
0.23% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
93,113
shares
|
$2.45 Million
2.25% of portfolio
|
Q2 2025
Reduced 61.97%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
92,070
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.31%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
91,960
shares
|
$2.42 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
91,730
shares
|
$2.41 Million
0.29% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
89,589
shares
|
$2.36 Million
0.07% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
88,318
shares
|
$2.32 Million
1.16% of portfolio
|
Q1 2025
Added 43.41%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
87,375
shares
|
$2.3 Million
1.02% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
86,101
shares
|
$2.27 Million
1.22% of portfolio
|
Q1 2025
Reduced 9.55%
|