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 485 institutions that hold shares in the stock, with a total of 379 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
10,536
shares
|
$282,786
0.03% of portfolio
|
Q3 2025
Reduced 36.56%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
10,438
shares
|
$280,155
0.05% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
10,398
shares
|
$279,082
0.13% of portfolio
|
Q2 2025
Added 28.83%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
10,398
shares
|
$279,082
0.1% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
10,398
shares
|
$279,082
0.18% of portfolio
|
Q4 2025
Reduced 23.3%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
10,371
shares
|
$278,357
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 20, 2026 Q4 2025 |
10,228
shares
|
$274,519
0.07% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
10,224
shares
|
$274,412
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,177
shares
|
$273,150
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
10,095
shares
|
$270,949
0.01% of portfolio
|
Q3 2025
Reduced 44.23%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
9,814
shares
|
$263,407
0.1% of portfolio
|
Q1 2024
Added 6.62%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
9,595
shares
|
$257,529
0.01% of portfolio
|
Q3 2025
Reduced 31.83%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
9,550
shares
|
$256,322
0.1% of portfolio
|
Q3 2025
Added 19.76%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
9,509
shares
|
$255,221
0.06% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
9,493
shares
|
$254,792
0.01% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
9,434
shares
|
$253,208
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
9,432
shares
|
$253,154
0.09% of portfolio
|
Q3 2025
Reduced 95.49%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
9,338
shares
|
$250,631
0.0% of portfolio
|
Q4 2025
Reduced 19.93%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
8,815
shares
|
$236,594
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
8,563
shares
|
$229,830
0.18% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
8,500
shares
|
$228,140
0.06% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
8,494
shares
|
$227,978
0.05% of portfolio
|
Q3 2025
Reduced 24.87%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
8,114
shares
|
$217,779
0.02% of portfolio
|
Q4 2025
Reduced 3.51%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,995
shares
|
$214,585
0.0% of portfolio
|
Q3 2025
Reduced 23.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,979
shares
|
$214,156
0.0% of portfolio
|
Q2 2025
Added 16.6%
|
|