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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
262,237
shares
|
$7.04 Million
0.13% of portfolio
|
Q2 2023
Added 6.7%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
258,764
shares
|
$6.95 Million
0.01% of portfolio
|
Q3 2025
Added 61.54%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
251,719
shares
|
$6.76 Million
0.27% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
249,946
shares
|
$6.71 Million
3.72% of portfolio
|
Q4 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
244,605
shares
|
$6.57 Million
0.0% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
243,633
shares
|
$6.54 Million
3.04% of portfolio
|
Q3 2025
Added 54.99%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
242,922
shares
|
$6.52 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
242,503
shares
|
$6.51 Million
0.73% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
238,893
shares
|
$6.41 Million
3.83% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
235,839
shares
|
$6.33 Million
1.79% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
234,083
shares
|
$6.28 Million
1.48% of portfolio
|
Q4 2025
Added 1035.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
230,709
shares
|
$6.19 Million
0.14% of portfolio
|
Q3 2025
Added 35.0%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
222,213
shares
|
$5.96 Million
1.86% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
213,342
shares
|
$5.73 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
206,166
shares
|
$5.53 Million
1.14% of portfolio
|
Q3 2025
Reduced 49.27%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
202,927
shares
|
$5.45 Million
1.34% of portfolio
|
Q3 2025
Reduced 33.59%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 13, 2026 Q4 2025 |
201,520
shares
|
$5.41 Million
4.17% of portfolio
|
Q4 2025
Reduced 14.54%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
198,016
shares
|
$5.31 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
196,632
shares
|
$5.28 Million
0.05% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
194,270
shares
|
$5.21 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
186,332
shares
|
$5 Million
0.06% of portfolio
|
Q4 2025
Added 3.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
183,746
shares
|
$4.93 Million
0.0% of portfolio
|
Q3 2025
Added 29.5%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
181,939
shares
|
$4.88 Million
0.02% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
179,009
shares
|
$4.8 Million
0.03% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
176,737
shares
|
$4.74 Million
0.21% of portfolio
|
Q3 2025
Reduced 57.67%
|
|