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 |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
117,615
shares
|
$3.22 Million
1.43% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
116,901
shares
|
$3.2 Million
1.78% of portfolio
|
Q1 2025
Reduced 96.33%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
114,327
shares
|
$3.13 Million
1.18% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
113,159
shares
|
$3.09 Million
0.21% of portfolio
|
Q2 2025
Added 35.58%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
110,522
shares
|
$3.02 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
108,993
shares
|
$2.98 Million
1.88% of portfolio
|
Q2 2025
Added 31492.17%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
107,922
shares
|
$2.95 Million
0.42% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
104,434
shares
|
$2.86 Million
2.08% of portfolio
|
Q3 2025
Added 44.42%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
103,897
shares
|
$2.84 Million
1.1% of portfolio
|
Q2 2025
Added 18.91%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
94,931
shares
|
$2.6 Million
1.3% of portfolio
|
Q3 2025
Added 318.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
93,522
shares
|
$2.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 37.27%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
93,113
shares
|
$2.55 Million
2.25% of portfolio
|
Q2 2025
Reduced 61.97%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
92,773
shares
|
$2.54 Million
3.77% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
92,672
shares
|
$2.53 Million
0.16% of portfolio
|
Q3 2025
Reduced 44.09%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
91,847
shares
|
$2.51 Million
1.4% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
91,021
shares
|
$2.49 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
90,857
shares
|
$2.48 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
83,719
shares
|
$2.29 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
81,340
shares
|
$2.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 68.75%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
80,201
shares
|
$2.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 55.41%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
79,190
shares
|
$2.17 Million
1.89% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
79,182
shares
|
$2.16 Million
0.43% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
78,747
shares
|
$2.15 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
78,309
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
76,911
shares
|
$2.1 Million
0.27% of portfolio
|
Q3 2024
Added 4.37%
|