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 510 institutions that hold shares in the stock, with a total of 375 Million shares, which have been reported (via 13F filing form) to have a value of $9.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
16,511
shares
|
$434,569
0.25% of portfolio
|
Q1 2025
Reduced 34.77%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
16,414
shares
|
$432,016
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
15,859
shares
|
$417,408
0.05% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
15,481
shares
|
$407,459
0.03% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
15,387
shares
|
$404,985
0.07% of portfolio
|
Q1 2025
Added 26.21%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
15,188
shares
|
$399,748
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
14,923
shares
|
$392,773
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,828
shares
|
$390,272
0.04% of portfolio
|
Q4 2022
Added 145.05%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
14,085
shares
|
$370,717
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
13,978
shares
|
$367,900
0.21% of portfolio
|
Q2 2025
Reduced 42.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
13,961
shares
|
$367,453
0.0% of portfolio
|
Q1 2025
Added 51.95%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
13,799
shares
|
$363,189
0.01% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
13,683
shares
|
$360,136
0.35% of portfolio
|
Q1 2025
Added 29.01%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
13,403
shares
|
$352,766
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
13,375
shares
|
$352,030
0.01% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
13,358
shares
|
$351,582
0.03% of portfolio
|
Q1 2025
Reduced 27.22%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
12,981
shares
|
$341,659
0.02% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,864
shares
|
$338,580
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,829
shares
|
$337,659
0.0% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
12,805
shares
|
$337,027
0.31% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
12,794
shares
|
$336,738
0.26% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,752
shares
|
$335,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
12,737
shares
|
$335,237
0.02% of portfolio
|
Q1 2025
Added 48.36%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
12,641
shares
|
$332,711
0.08% of portfolio
|
Q1 2025
Added 56.82%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
12,594
shares
|
$331,474
0.01% of portfolio
|
Q1 2025
Reduced 98.92%
|