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 361 Million shares, which have been reported (via 13F filing form) to have a value of $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
10,997
shares
|
$300,657
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
10,792
shares
|
$295,053
0.02% of portfolio
|
Q3 2025
Added 18.84%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,751
shares
|
$293,932
0.03% of portfolio
|
Q2 2025
Reduced 39.04%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
10,536
shares
|
$288,054
0.03% of portfolio
|
Q3 2025
Reduced 36.56%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
10,431
shares
|
$285,183
0.0% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
10,398
shares
|
$284,281
0.13% of portfolio
|
Q2 2025
Added 28.83%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
10,320
shares
|
$282,148
0.1% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
10,316
shares
|
$282,039
0.05% of portfolio
|
Q2 2025
Reduced 18.39%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
10,255
shares
|
$280,371
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
10,225
shares
|
$279,551
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
10,224
shares
|
$279,524
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
10,224
shares
|
$279,524
0.07% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,177
shares
|
$278,239
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
10,042
shares
|
$274,548
0.08% of portfolio
|
Q2 2025
Added 186.91%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
9,931
shares
|
$271,513
0.08% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
9,819
shares
|
$268,451
0.0% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,814
shares
|
$268,314
0.1% of portfolio
|
Q1 2024
Added 6.62%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
9,708
shares
|
$265,416
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
9,550
shares
|
$261,097
0.1% of portfolio
|
Q3 2025
Added 19.76%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
9,432
shares
|
$257,870
0.09% of portfolio
|
Q3 2025
Reduced 95.49%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
9,161
shares
|
$250,461
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
8,563
shares
|
$234,112
0.18% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
8,218
shares
|
$224,680
0.1% of portfolio
|
Q2 2025
Reduced 50.23%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,078
shares
|
$220,852
0.02% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,979
shares
|
$218,145
0.0% of portfolio
|
Q2 2025
Added 16.6%
|