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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
740,805
shares
|
$20.1 Million
0.03% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
731,146
shares
|
$19.8 Million
1.1% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
728,459
shares
|
$19.7 Million
0.0% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
713,511
shares
|
$19.3 Million
4.82% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
707,149
shares
|
$19.2 Million
3.59% of portfolio
|
Q2 2025
Added 30.16%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
688,286
shares
|
$18.7 Million
12.93% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
660,884
shares
|
$17.9 Million
0.11% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
650,949
shares
|
$17.6 Million
1.05% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
625,990
shares
|
$17 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
619,202
shares
|
$16.8 Million
3.05% of portfolio
|
Q2 2025
Added 73.93%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
600,721
shares
|
$16.3 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
564,587
shares
|
$15.3 Million
3.15% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
558,914
shares
|
$15.1 Million
0.18% of portfolio
|
Q2 2025
Added 187.52%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
556,877
shares
|
$15.1 Million
2.82% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
523,882
shares
|
$14.2 Million
0.08% of portfolio
|
Q2 2025
Added 537.88%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
503,541
shares
|
$13.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
498,274
shares
|
$13.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
494,928
shares
|
$13.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 41.84%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
494,267
shares
|
$13.4 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
486,808
shares
|
$13.2 Million
0.26% of portfolio
|
Q2 2025
Added 58.99%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
475,915
shares
|
$12.9 Million
4.36% of portfolio
|
Q2 2025
Reduced 60.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,096
shares
|
$12.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
466,948
shares
|
$12.7 Million
0.3% of portfolio
|
Q2 2025
Added 27.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
462,513
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
443,173
shares
|
$12 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.78%
|