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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
253,926
shares
|
$6.88 Million
0.22% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
252,476
shares
|
$6.84 Million
0.63% of portfolio
|
Q2 2025
Added 37.73%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
246,274
shares
|
$6.67 Million
4.14% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
238,691
shares
|
$6.47 Million
0.27% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
234,333
shares
|
$6.35 Million
0.0% of portfolio
|
Q2 2025
Added 1737.62%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
214,338
shares
|
$5.81 Million
0.41% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
209,143
shares
|
$5.67 Million
2.09% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
204,498
shares
|
$5.54 Million
1.86% of portfolio
|
Q2 2025
Added 339.97%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
204,481
shares
|
$5.54 Million
0.64% of portfolio
|
Q2 2025
Added 107.73%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
198,016
shares
|
$5.37 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
194,270
shares
|
$5.26 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
189,913
shares
|
$5.15 Million
1.09% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
189,516
shares
|
$5.14 Million
1.57% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
186,306
shares
|
$5.05 Million
0.91% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
180,053
shares
|
$4.88 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
|
$4.87 Million
0.05% of portfolio
|
Q2 2025
Added 169.29%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
173,747
shares
|
$4.71 Million
0.02% of portfolio
|
Q2 2025
Added 51.95%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
170,900
shares
|
$4.63 Million
0.1% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
168,941
shares
|
$4.58 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
|
$4.54 Million
0.21% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
165,764
shares
|
$4.49 Million
0.2% of portfolio
|
Q2 2025
Added 285.74%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
164,489
shares
|
$4.46 Million
2.8% of portfolio
|
Q2 2025
Reduced 28.84%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
163,784
shares
|
$4.44 Million
1.37% of portfolio
|
Q2 2025
Added 30.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
163,360
shares
|
$4.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
160,522
shares
|
$4.35 Million
2.08% of portfolio
|
Q2 2025
Added 11.4%
|