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 358 Million shares, which have been reported (via 13F filing form) to have a value of $9.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
64,854,091
shares
|
$1.71 Billion
0.07% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
57,950,223
shares
|
$1.53 Billion
0.62% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
49,616,991
shares
|
$1.31 Billion
2.64% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
12,629,575
shares
|
$333 Million
4.04% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
10,956,900
shares
|
$289 Million
6.61% of portfolio
|
Q1 2022
Added 18.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
9,501,814
shares
|
$250 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
9,381,946
shares
|
$247 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,804,916
shares
|
$232 Million
0.07% of portfolio
|
Q2 2025
Reduced 47.29%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,114,951
shares
|
$188 Million
2.04% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
6,724,257
shares
|
$177 Million
0.64% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
5,284,036
shares
|
$139 Million
5.38% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,070,888
shares
|
$134 Million
0.01% of portfolio
|
Q1 2025
Added 28.04%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
4,774,544
shares
|
$126 Million
0.3% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
4,143,264
shares
|
$109 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.91%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,113,903
shares
|
$108 Million
0.62% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Aug 08, 2025 Q2 2025 |
3,874,900
shares
|
$102 Million
12.05% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,837,974
shares
|
$101 Million
3.28% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
3,647,181
shares
|
$96.1 Million
7.5% of portfolio
|
Q2 2025
Added 32.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
3,565,998
shares
|
$94 Million
0.09% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
2,634,540
shares
|
$69.4 Million
6.35% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,511,689
shares
|
$66.2 Million
0.68% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,457,622
shares
|
$64.8 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,418,335
shares
|
$63.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,326,740
shares
|
$61.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,155,188
shares
|
$56.8 Million
0.13% of portfolio
|
Q2 2025
Added 75.07%
|