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 |
---|---|---|---|---|---|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
78,747
shares
|
$2.13 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
78,003
shares
|
$2.11 Million
1.01% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
76,911
shares
|
$2.08 Million
0.27% of portfolio
|
Q3 2024
Added 4.37%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
75,382
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 53.95%
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
74,354
shares
|
$2.01 Million
0.11% of portfolio
|
Q2 2025
Reduced 76.88%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
74,065
shares
|
$2.01 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
73,727
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
73,232
shares
|
$1.98 Million
0.13% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
73,173
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2025
Added 4.81%
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
72,311
shares
|
$1.96 Million
1.55% of portfolio
|
Q2 2025
Added 23.87%
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
71,032
shares
|
$1.92 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
70,330
shares
|
$1.91 Million
0.54% of portfolio
|
Q2 2025
Added 7.39%
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,813
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Added 26.94%
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
69,710
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2025
Added 49.88%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
69,394
shares
|
$1.88 Million
0.09% of portfolio
|
Q1 2025
Reduced 51.71%
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
67,492
shares
|
$1.83 Million
0.66% of portfolio
|
Q2 2025
Added 1.25%
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
67,451
shares
|
$1.83 Million
0.94% of portfolio
|
Q1 2024
Added 9.66%
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
66,289
shares
|
$1.8 Million
0.6% of portfolio
|
Q2 2025
Added 1.85%
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
65,262
shares
|
$1.77 Million
0.34% of portfolio
|
Q2 2025
Reduced 60.6%
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
64,256
shares
|
$1.74 Million
0.62% of portfolio
|
Q2 2025
Reduced 76.71%
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
63,878
shares
|
$1.73 Million
0.17% of portfolio
|
Q2 2025
Added 9.97%
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
63,718
shares
|
$1.73 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
63,167
shares
|
$1.71 Million
0.41% of portfolio
|
Q2 2025
Added 6.61%
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
63,078
shares
|
$1.71 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
62,500
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2022
Added 0.63%
|