SPDR Portfolio Long Term Treasury ETF (SPTL) Institutional Ownership

$27.08
-0.18 (-0.66%)
(As of 05/17/2024 08:54 PM ET)

Institutional Ownership Changes (13F Filings) for SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL)

Number of
Institutional Buyers
(last 12 months)
309
Total
Institutional Inflows
(last 12 months)
$2.07B
Number of
Institutional Sellers
(last 12 months)
158
Total
Institutional Outflows
(last 12 months)
$465.00M
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SPTL Institutional Buying and Selling by Quarter

SPDR Portfolio Long Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank46,509$1.30M0.0%+26.4%0.014%
5/17/2024 Coppell Advisory Solutions Corp.10,177$284K0.1%N/A0.003%
5/17/2024 Innealta Capital LLC380,738$10.64M4.5%-54.0%0.112%
5/16/2024 Redwood Investment Management LLC247,596$6.92M0.7%-28.2%0.073%
5/15/2024 Ascent Group LLC35,839$1.00M0.1%-6.0%0.011%
5/14/2024 Toronto Dominion Bank1,675$47K0.0%N/A0.000%
5/14/2024 EP Wealth Advisors LLC7,046$197K0.0%-22.1%0.002%
5/14/2024 CreativeOne Wealth LLC128,554$3.59M0.1%+2.4%0.038%
5/14/2024 Crewe Advisors LLC1,762$49K0.0%N/A0.001%
5/11/2024 Jacobi Capital Management LLC30,897$863K0.1%-26.3%0.009%
5/10/2024 Osaic Holdings Inc.1,531,345$42.79M0.1%-13.2%0.452%
5/10/2024 Alera Investment Advisors LLC594,316$16.61M2.2%-12.0%0.176%
5/10/2024 GM Advisory Group LLC493,982$13.80M1.0%+25.6%0.146%
5/9/2024 Forum Financial Management LP160,436$4.48M0.1%N/A0.047%
5/9/2024 Orion Portfolio Solutions LLC90,541$2.53M0.0%-1.5%0.027%
5/9/2024 Kingsview Wealth Management LLC94,074$2.63M0.1%+2.2%0.028%
5/9/2024 JBR Co Financial Management Inc28,261$790K0.6%N/A0.008%
5/9/2024 XR Securities LLC9,273$259K0.0%N/A0.003%
5/9/2024 Koshinski Asset Management Inc.113,730$3.18M0.3%N/A0.034%
5/8/2024 West Wealth Group LLC74,120$2.07M0.8%+115.9%0.022%
5/8/2024 Private Wealth Advisors LLC122,201$3.41M1.4%+10.2%0.036%
5/8/2024 Avantax Advisory Services Inc.14,985$419K0.0%-37.9%0.004%
5/8/2024 US Bancorp DE18,248$510K0.0%-29.8%0.005%
5/7/2024 Stonebrook Private Inc.7,778$217K0.1%-5.5%0.002%
5/7/2024 Significant Wealth Partners LLC12,153$340K0.2%N/A0.004%
5/7/2024 Oppenheimer & Co. Inc.116,262$3.25M0.1%N/A0.034%
5/7/2024 PFG Advisors64,315$1.80M0.1%-1.9%0.019%
5/6/2024 Envestnet Portfolio Solutions Inc.942,062$26.32M0.1%+72.6%0.278%
5/6/2024 Leuthold Group LLC47,416$1.33M0.1%-1.1%0.014%
5/6/2024 Advisory Alpha LLC817,265$22.84M0.9%N/A0.241%
5/4/2024 Beacon Bridge Wealth Partners LLC34,165$955K0.5%N/A0.010%
5/4/2024 Geneos Wealth Management Inc.13,013$364K0.0%-15.3%0.004%
5/3/2024 FDx Advisors Inc.101,051$2.82M0.4%-5.9%0.030%
5/3/2024 Avidian Wealth Solutions LLC495,513$13.85M0.7%+6.1%0.146%
5/2/2024 Mutual Advisors LLC410,875$11.48M0.4%-2.4%0.121%
5/2/2024 USAdvisors Wealth Management LLC28,744$803K0.3%+28.1%0.008%
5/2/2024 Summit Financial Wealth Advisors LLC86,825$2.43M0.5%+88.8%0.026%
5/2/2024 Thompson Davis & CO. Inc.9,313$260K0.2%-4.0%0.003%
5/2/2024 Lincoln National Corp95,706$2.67M0.0%+100.2%0.028%
5/2/2024 Choreo LLC230,805$6.45M0.2%-0.2%0.068%
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5/1/2024 GLOBALT Investments LLC GA129,160$3.61M0.1%-8.4%0.038%
5/1/2024 New Harbor Financial Group LLC213,275$5.96M1.9%+35.3%0.063%
5/1/2024 Auour Investments LLC16,558$463K0.2%+3.7%0.005%
5/1/2024 Mirae Asset Global Investments Co. Ltd.1,037,430$28.99M0.1%N/A0.306%
5/1/2024 Diversify Advisory Services LLC23,560$644K0.0%N/A0.007%
4/30/2024 Private Advisor Group LLC724,391$20.24M0.1%-19.2%0.214%
4/30/2024 Norden Group LLC20,956$586K0.0%N/A0.006%
4/30/2024 MA Private Wealth259,104$7.24M1.5%-25.8%0.077%
4/30/2024 SpiderRock Advisors LLC8,623$236K0.0%N/A0.003%
4/30/2024 Perigon Wealth Management LLC167,184$4.67M0.1%+12.2%0.049%
4/29/2024Commonwealth Equity Services LLC61,993$1.73M0.0%+29.7%0.018%
4/29/2024 Boyd Watterson Asset Management LLC OH10,741$300K0.1%-10.0%0.003%
4/27/2024 Foster Victor Wealth Advisors LLC280,494$7.46M0.7%+37.1%0.083%
4/26/2024 Plan Group Financial LLC47,401$1.32M0.9%+62.3%0.014%
4/26/2024 Clear Creek Financial Management LLC19,657$549K0.1%-81.5%0.006%
4/26/2024 Checchi Capital Advisers LLC420,008$11.74M0.9%-47.3%0.124%
4/25/2024 One Day In July LLC806,585$22.54M3.0%+232.9%0.238%
4/25/2024 Capital Investment Advisory Services LLC5,722$160K0.0%+54.6%0.002%
4/25/2024 BCM Advisors LLC162,961$4.27M1.1%+1.8%0.048%
4/25/2024 L.M. Kohn & Company11,116$311K0.1%-27.0%0.003%
4/25/2024 25 LLC71,799$2.01M1.0%-5.4%0.021%
4/25/2024 Center For Asset Management LLC15,175$424K0.3%N/A0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.569,788$15.92M0.1%+87.6%0.168%
4/24/2024 Private Trust Co. NA26,734$747K0.1%+16.6%0.008%
4/24/2024 Krilogy Financial LLC123,272$3.44M0.3%+8.8%0.036%
4/24/2024 PSI Advisors LLC6,653$186K0.1%+96.0%0.002%
4/24/2024 Spire Wealth Management5,445$152K0.0%-10.3%0.002%
4/24/2024 First Pacific Financial895$25K0.0%-61.6%0.000%
4/23/2024 Global Retirement Partners LLC55,323$1.55M0.1%+33.4%0.016%
4/23/2024 AllGen Financial Advisors Inc.267,077$7.46M3.0%-49.1%0.079%
4/23/2024 Gradient Investments LLC3,084$86K0.0%-39.9%0.001%
4/23/2024 Fifth Third Bancorp5,376$150K0.0%+33,500.0%0.002%
4/23/2024 McAdam LLC878,550$24.55M1.6%+6.5%0.259%
4/23/2024 Summit Trail Advisors LLC446,788$12.48M0.3%+5.8%0.132%
4/23/2024 Genesee Capital Advisors LLC95,434$2.67M1.5%-17.7%0.028%
4/23/2024 Raymond James Financial Services Advisors Inc.735,246$20.54M0.0%+96.3%0.217%
4/22/2024 Altfest L J & Co. Inc.52,552$1.47M0.2%-3.0%0.015%
4/22/2024 Raymond James & Associates1,222,226$34.15M0.0%+7.0%0.360%
4/20/2024 KWB Wealth98,768$2.76M0.4%+3.9%0.029%
4/19/2024 Teamwork Financial Advisors LLC18,321$512K0.1%-40.0%0.005%
4/19/2024 Tempus Wealth Planning LLC42,770$1.20M0.5%-4.9%0.013%
4/19/2024 Advisor Resource Council24,038$698K0.3%-89.5%0.007%
4/19/2024 Arvest Investments Inc.125,345$3.50M0.6%-19.0%0.037%
4/19/2024 Red Tortoise LLC58,448$1.63M0.9%+35.2%0.017%
4/19/2024 Tradewinds Capital Management LLC1,585,168$44.29M12.2%+119,445.1%0.467%
4/19/2024 Hedeker Wealth LLC162,837$4.55M1.3%+3.6%0.048%
4/18/2024 SeaCrest Wealth Management LLC24,325$680K0.1%-13.7%0.007%
4/18/2024 CAP Partners LLC23,558$658K0.6%-2.6%0.007%
4/18/2024 Narus Financial Partners LLC38,900$1.09M0.5%+1.4%0.011%
4/18/2024 Congress Wealth Management LLC DE 3,847,338$107.50M1.9%+1.1%1.133%
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4/18/2024 O Brien Wealth Partners LLC717,206$20.04M4.6%+13.5%0.211%
4/18/2024 Financial Life Advisors17,762$496K0.2%-68.4%0.005%
4/17/2024 Cornerstone Wealth Group LLC101,864$2.85M0.3%-2.9%0.030%
4/17/2024 Municipal Employees Retirement System of Michigan11,622,475$324.73M4.2%+63.5%3.422%
4/16/2024 Astoria Portfolio Advisors LLC.213,334$5.62M2.2%-3.3%0.063%
4/16/2024 LongView Wealth Management18,586$519K0.2%+52.3%0.005%
4/16/2024 Wealth Enhancement Advisory Services LLC2,269,794$63.42M0.2%+26.3%0.668%
4/16/2024 Advocacy Wealth Management Services LLC1,774,833$49.59M4.3%+29.0%0.523%
4/15/2024 Northeast Financial Group Inc.79,483$2.22M1.0%-1.4%0.023%
4/15/2024 Brookstone Capital Management8,722$244K0.0%-20.2%0.003%
(Data available from 1/1/2016 forward)

SPTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTL shares?

During the previous two years, 445 institutional investors and hedge funds held shares of SPDR Portfolio Long Term Treasury ETF. The most heavily invested institutionals were State Street Corp ($1.23B), Fisher Asset Management LLC ($1.07B), Financial Engines Advisors L.L.C. ($880.61M), FMR LLC ($630.47M), Municipal Employees Retirement System of Michigan ($324.73M), LPL Financial LLC ($219.97M), and Envestnet Asset Management Inc. ($151.69M).Learn more on SPTL's institutional investors.

Which institutional investors have been buying SPDR Portfolio Long Term Treasury ETF stock?

Of the 419 institutional investors that purchased SPDR Portfolio Long Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($23.32M), CFS Investment Advisory Services LLC ($12.33M), FMR LLC ($8.95M), Jane Street Group LLC ($8.48M), Financial Engines Advisors L.L.C. ($6.26M), Municipal Employees Retirement System of Michigan ($4.54M), and Congress Wealth Management LLC DE ($4.19M).

How much institutional buying is happening at SPDR Portfolio Long Term Treasury ETF?

Institutional investors have bought a total of 162,973,061 shares in the last 24 months. This purchase volume represents approximately $4.87B in transactions.

Which SPDR Portfolio Long Term Treasury ETF major shareholders have been selling company stock?

Of the 227 institutional investors that sold SPDR Portfolio Long Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($34.16M), Jane Street Group LLC ($5.51M), CFS Investment Advisory Services LLC ($4.41M), Altfest L J & Co. Inc. ($1.98M), Strategic Wealth Investment Group LLC ($1.71M), Gradient Investments LLC ($1.61M), and Envestnet Asset Management Inc. ($1.58M).

How much institutional selling is happening at SPDR Portfolio Long Term Treasury ETF?

Institutional investors have sold a total of 75,148,571 shares in the last 24 months. This volume of shares sold represents approximately $2.26B in transactions.


This page (NYSEARCA:SPTL) was last updated on 5/20/2024 by MarketBeat.com Staff

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