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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
61,268
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.61%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
61,122
shares
|
$1.66 Million
1.13% of portfolio
|
Q2 2025
Added 581.1%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
59,164
shares
|
$1.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
59,025
shares
|
$1.6 Million
0.07% of portfolio
|
Q2 2025
Added 54.98%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
58,254
shares
|
$1.58 Million
0.1% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
56,566
shares
|
$1.53 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
55,359
shares
|
$1.5 Million
0.59% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
54,820
shares
|
$1.49 Million
0.4% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
53,484
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
52,012
shares
|
$1.41 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
51,074
shares
|
$1.38 Million
0.43% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
51,027
shares
|
$1.38 Million
1.8% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
50,934
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Added 160.51%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
50,116
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
49,838
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
49,711
shares
|
$1.35 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
49,309
shares
|
$1.34 Million
0.55% of portfolio
|
Q2 2025
Added 29.71%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
48,411
shares
|
$1.31 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
47,397
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 54.44%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
46,933
shares
|
$1.27 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
46,454
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 91.91%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
45,912
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 71.01%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
44,290
shares
|
$1.2 Million
3.84% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
42,953
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Added 74.46%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
42,907
shares
|
$1.16 Million
0.36% of portfolio
|
Q2 2025
Added 43.31%
|