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 478 institutions that hold shares in the stock, with a total of 357 Million shares, which have been reported (via 13F filing form) to have a value of $9.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,625,770
shares
|
$44.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
1,582,452
shares
|
$42.9 Million
4.26% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,570,851
shares
|
$42.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,507,038
shares
|
$40.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 30.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,461,914
shares
|
$39.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,418,617
shares
|
$38.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 61.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,381,392
shares
|
$37.4 Million
0.01% of portfolio
|
Q2 2025
Added 29.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,111,730
shares
|
$30.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
1,089,728
shares
|
$29.5 Million
3.22% of portfolio
|
Q2 2025
Added 45.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
1,078,211
shares
|
$29.2 Million
1.1% of portfolio
|
Q2 2025
Reduced 58.59%
|
|
|
Sofi Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
1,058,119
shares
|
$28.7 Million
2.08% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
1,028,294
shares
|
$27.9 Million
4.28% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,026,965
shares
|
$27.8 Million
1.11% of portfolio
|
Q2 2025
Added 85.68%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,011,581
shares
|
$27.4 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
968,637
shares
|
$26.3 Million
1.43% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
917,946
shares
|
$24.9 Million
4.02% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
883,573
shares
|
$23.9 Million
0.03% of portfolio
|
Q3 2024
Added 51.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
849,048
shares
|
$23 Million
0.09% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
848,565
shares
|
$23 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
828,841
shares
|
$22.5 Million
1.8% of portfolio
|
Q2 2025
Added 40.95%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
799,044
shares
|
$21.7 Million
2.06% of portfolio
|
Q2 2024
Added 5.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
784,456
shares
|
$21.3 Million
1.5% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
760,057
shares
|
$20.6 Million
1.03% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
751,671
shares
|
$20.4 Million
0.22% of portfolio
|
Q2 2025
Added 52.93%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
746,181
shares
|
$20.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 43.04%
|