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 |
|---|---|---|---|---|---|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
641
shares
|
$17,524
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
606
shares
|
$16,568
0.0% of portfolio
|
Q2 2025
Added 74.14%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
588
shares
|
$16,075
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
582
shares
|
$15,911
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
580
shares
|
$15,857
0.01% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
565
shares
|
$15,447
0.04% of portfolio
|
Q4 2024
Reduced 65.96%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
556
shares
|
$15,201
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
550
shares
|
$15,037
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
542
shares
|
$14,818
0.01% of portfolio
|
Q2 2025
Added 22.35%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
526
shares
|
$14,380
0.01% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
515
shares
|
$14,080
0.01% of portfolio
|
Q3 2025
Reduced 97.83%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
494
shares
|
$13,505
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
492
shares
|
$13,451
0.0% of portfolio
|
Q2 2025
Reduced 52.65%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
490
shares
|
$13,396
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
478
shares
|
$13,068
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
477
shares
|
$13,041
0.0% of portfolio
|
Q3 2025
Added 123.94%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
409
shares
|
$11,182
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
401
shares
|
$10,963
0.0% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
389
shares
|
$10,635
0.0% of portfolio
|
Q1 2025
Reduced 57.99%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
381
shares
|
$10,416
0.0% of portfolio
|
Q3 2024
Added 1556.52%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
356
shares
|
$9,733
0.0% of portfolio
|
Q3 2025
Added 21.09%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
354
shares
|
$9,678
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
341
shares
|
$9,322
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
271
shares
|
$7,409
0.0% of portfolio
|
Q4 2024
Reduced 83.55%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
265
shares
|
$7,245
0.0% of portfolio
|
Q4 2024
Reduced 64.71%
|