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 479 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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
79
shares
|
$2,120
0.0% of portfolio
|
Q4 2024
Added 192.59%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
79
shares
|
$2,120
0.0% of portfolio
|
Q4 2024
Added 192.59%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
78
shares
|
$2,093
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
70
shares
|
$1,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
68
shares
|
$1,825
0.0% of portfolio
|
Q4 2025
Reduced 80.9%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
60
shares
|
$1,610
0.0% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
60
shares
|
$1,610
0.0% of portfolio
|
Q3 2025
Reduced 99.91%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
58
shares
|
$1,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
58
shares
|
$1,556
0.0% of portfolio
|
Q2 2025
Added 81.25%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
57
shares
|
$1,529
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
57
shares
|
$1,529
0.0% of portfolio
|
Q3 2025
Reduced 40.63%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
56
shares
|
$1,503
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
56
shares
|
$1,503
0.0% of portfolio
|
Q3 2025
Added 366.67%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
55
shares
|
$1,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
48
shares
|
$1,288
0.0% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
39
shares
|
$1,046
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
26
shares
|
$697
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
24
shares
|
$644
0.0% of portfolio
|
Q3 2023
Reduced 95.3%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
24
shares
|
$644
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
21
shares
|
$563
0.0% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
19
shares
|
$509
0.0% of portfolio
|
Q2 2025
Reduced 44.12%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
15
shares
|
$402
0.0% of portfolio
|
Q1 2020
Reduced 82.35%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
5
shares
|
$134
0.0% of portfolio
|
Q1 2025
Reduced 96.03%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
5
shares
|
$134
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4
shares
|
$107
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|