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 |
|---|---|---|---|---|---|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
79,190
shares
|
$2.13 Million
1.89% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
79,130
shares
|
$2.12 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
78,918
shares
|
$2.12 Million
1.75% of portfolio
|
Q3 2025
Added 972.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
78,309
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
77,964
shares
|
$2.09 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
76,911
shares
|
$2.06 Million
0.27% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
76,910
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2025
Reduced 15.5%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
75,875
shares
|
$2.04 Million
0.9% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
74,888
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
73,884
shares
|
$1.98 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
73,306
shares
|
$1.97 Million
0.56% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
73,232
shares
|
$1.97 Million
0.13% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
72,250
shares
|
$1.94 Million
0.49% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
70,713
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Added 19.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,813
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
68,032
shares
|
$1.83 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
67,451
shares
|
$1.81 Million
0.94% of portfolio
|
Q1 2024
Added 9.66%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
66,920
shares
|
$1.8 Million
0.32% of portfolio
|
Q3 2025
Added 105.83%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
66,582
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2025
Reduced 86.78%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
66,140
shares
|
$1.78 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
64,690
shares
|
$1.74 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
63,834
shares
|
$1.71 Million
1.01% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
63,591
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
62,500
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
61,122
shares
|
$1.64 Million
1.04% of portfolio
|
Q2 2025
Added 581.1%
|
|