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 482 institutions that hold shares in the stock, with a total of 365 Million shares, which have been reported (via 13F filing form) to have a value of $9.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
57,760,223
shares
|
$1.57 Billion
0.06% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
51,159,641
shares
|
$1.39 Billion
0.54% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
46,711,404
shares
|
$1.27 Billion
2.58% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,871,293
shares
|
$404 Million
0.13% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
12,304,287
shares
|
$334 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.65%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
11,690,404
shares
|
$317 Million
4.22% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
10,956,900
shares
|
$297 Million
6.99% of portfolio
|
Q1 2022
Added 18.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
10,389,606
shares
|
$282 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,014,028
shares
|
$218 Million
0.03% of portfolio
|
Q4 2024
Reduced 43.3%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
5,906,434
shares
|
$160 Million
0.65% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,717,642
shares
|
$155 Million
1.95% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
5,536,473
shares
|
$150 Million
5.55% of portfolio
|
Q4 2024
Added 4803.22%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
4,028,196
shares
|
$109 Million
0.29% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,960,499
shares
|
$108 Million
0.01% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
3,805,778
shares
|
$103 Million
0.64% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Feb 10, 2025 Q4 2024 |
3,700,000
shares
|
$100 Million
12.54% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,666,363
shares
|
$99.5 Million
0.1% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
3,610,306
shares
|
$98 Million
3.43% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,372,645
shares
|
$91.6 Million
0.01% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,136,514
shares
|
$85.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,073,072
shares
|
$83.4 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,908,999
shares
|
$79 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
2,706,838
shares
|
$73.5 Million
1.74% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,589,946
shares
|
$70.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
2,505,963
shares
|
$68 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.7%
|