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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 21, 2026 Q4 2025 |
174,575
shares
|
$4.69 Million
0.62% of portfolio
|
Q4 2025
Added 8.24%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
173,801
shares
|
$4.66 Million
0.54% of portfolio
|
Q4 2025
Reduced 36.98%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
171,947
shares
|
$4.62 Million
0.69% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
168,654
shares
|
$4.53 Million
2.53% of portfolio
|
Q4 2025
Added 1.4%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
167,440
shares
|
$4.49 Million
0.21% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
166,195
shares
|
$4.46 Million
2.0% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
161,446
shares
|
$4.33 Million
1.82% of portfolio
|
Q4 2025
Added 37.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
159,447
shares
|
$4.28 Million
0.1% of portfolio
|
Q3 2025
Reduced 57.97%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
154,899
shares
|
$4.16 Million
0.53% of portfolio
|
Q3 2025
Added 28.62%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
153,473
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
153,160
shares
|
$4.11 Million
0.8% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
140,741
shares
|
$3.78 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
140,058
shares
|
$3.76 Million
2.12% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
139,991
shares
|
$3.76 Million
0.3% of portfolio
|
Q4 2023
Added 1.28%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
138,771
shares
|
$3.72 Million
1.99% of portfolio
|
Q3 2025
Added 37.57%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
138,392
shares
|
$3.71 Million
3.36% of portfolio
|
Q3 2022
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
138,388
shares
|
$3.71 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
138,315
shares
|
$3.71 Million
0.13% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
133,263
shares
|
$3.58 Million
0.03% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
131,246
shares
|
$3.52 Million
0.36% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
126,658
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2025
Added 68.02%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
122,802
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
121,799
shares
|
$3.27 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.61%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
121,363
shares
|
$3.26 Million
1.42% of portfolio
|
Q4 2025
Added 1.4%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
121,350
shares
|
$3.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.08%
|
|