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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
253,926
shares
|
$6.94 Million
0.22% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
252,476
shares
|
$6.9 Million
0.63% of portfolio
|
Q2 2025
Added 37.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
251,719
shares
|
$6.88 Million
0.27% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
246,274
shares
|
$6.73 Million
4.14% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
242,973
shares
|
$6.64 Million
0.55% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
240,077
shares
|
$6.56 Million
0.73% of portfolio
|
Q3 2025
Added 17.41%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
235,839
shares
|
$6.45 Million
1.79% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
234,333
shares
|
$6.41 Million
0.0% of portfolio
|
Q2 2025
Added 1737.62%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
213,342
shares
|
$5.83 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
204,498
shares
|
$5.59 Million
1.86% of portfolio
|
Q2 2025
Added 339.97%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
202,927
shares
|
$5.55 Million
1.34% of portfolio
|
Q3 2025
Reduced 33.59%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
198,016
shares
|
$5.41 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
194,270
shares
|
$5.31 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
180,053
shares
|
$4.92 Million
2.7% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
179,637
shares
|
$4.91 Million
0.05% of portfolio
|
Q2 2025
Added 169.29%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
173,747
shares
|
$4.75 Million
0.02% of portfolio
|
Q2 2025
Added 51.95%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
171,947
shares
|
$4.7 Million
0.69% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
170,900
shares
|
$4.67 Million
0.1% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
168,941
shares
|
$4.62 Million
0.06% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
167,440
shares
|
$4.58 Million
0.21% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 29, 2025 Q3 2025 |
166,331
shares
|
$4.55 Million
2.63% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
163,784
shares
|
$4.48 Million
1.37% of portfolio
|
Q2 2025
Added 30.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
163,360
shares
|
$4.47 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
161,292
shares
|
$4.41 Million
0.6% of portfolio
|
Q3 2025
Added 49.45%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
160,522
shares
|
$4.39 Million
2.08% of portfolio
|
Q2 2025
Added 11.4%
|