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 |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
760,057
shares
|
$20.8 Million
1.03% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
751,671
shares
|
$20.6 Million
0.22% of portfolio
|
Q2 2025
Added 52.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
740,805
shares
|
$20.3 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
|
$20 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
|
$19.9 Million
0.0% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
719,462
shares
|
$19.7 Million
0.41% of portfolio
|
Q3 2025
Added 19.77%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
713,511
shares
|
$19.5 Million
4.82% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
660,884
shares
|
$18.1 Million
0.11% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
650,949
shares
|
$17.8 Million
1.05% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
625,990
shares
|
$17.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
619,202
shares
|
$16.9 Million
3.05% of portfolio
|
Q2 2025
Added 73.93%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
597,411
shares
|
$16.3 Million
0.34% of portfolio
|
Q3 2025
Added 27.94%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
585,854
shares
|
$16 Million
3.11% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
558,914
shares
|
$15.3 Million
0.18% of portfolio
|
Q2 2025
Added 187.52%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
556,877
shares
|
$15.2 Million
2.82% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
523,882
shares
|
$14.3 Million
0.08% of portfolio
|
Q2 2025
Added 537.88%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
505,505
shares
|
$13.8 Million
4.4% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
503,541
shares
|
$13.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
498,274
shares
|
$13.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
494,928
shares
|
$13.5 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
|
$13.5 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,096
shares
|
$12.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
462,513
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
461,046
shares
|
$12.6 Million
0.1% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
443,173
shares
|
$12.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.78%
|