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 476 institutions that hold shares in the stock, with a total of 378 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
167,440
shares
|
$4.49 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
|
$4.46 Million
2.63% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
166,195
shares
|
$4.46 Million
2.17% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
166,195
shares
|
$4.46 Million
2.0% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
161,292
shares
|
$4.33 Million
0.6% of portfolio
|
Q3 2025
Added 49.45%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
159,447
shares
|
$4.28 Million
0.1% of portfolio
|
Q3 2025
Reduced 57.97%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
154,899
shares
|
$4.16 Million
0.53% of portfolio
|
Q3 2025
Added 28.62%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
153,473
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
153,160
shares
|
$4.11 Million
0.8% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
140,741
shares
|
$3.78 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
140,058
shares
|
$3.76 Million
2.12% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
139,991
shares
|
$3.76 Million
0.3% of portfolio
|
Q4 2023
Added 1.28%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
138,771
shares
|
$3.72 Million
1.99% of portfolio
|
Q3 2025
Added 37.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
138,736
shares
|
$3.72 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
138,392
shares
|
$3.71 Million
3.36% of portfolio
|
Q3 2022
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
138,388
shares
|
$3.71 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
133,263
shares
|
$3.58 Million
0.03% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
131,246
shares
|
$3.52 Million
0.36% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
126,658
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2025
Added 68.02%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
122,802
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
121,799
shares
|
$3.27 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.61%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
121,350
shares
|
$3.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
120,731
shares
|
$3.24 Million
0.07% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
119,682
shares
|
$3.21 Million
1.55% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
119,039
shares
|
$3.2 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.38%
|
|