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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
63,591
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
62,500
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
61,122
shares
|
$1.64 Million
1.04% of portfolio
|
Q2 2025
Added 581.1%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
58,288
shares
|
$1.56 Million
0.1% of portfolio
|
Q3 2025
Added 16.31%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
57,716
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
56,908
shares
|
$1.53 Million
0.53% of portfolio
|
Q3 2025
Reduced 39.17%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
56,641
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
56,566
shares
|
$1.52 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
56,263
shares
|
$1.51 Million
0.39% of portfolio
|
Q4 2025
Added 1.45%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
55,985
shares
|
$1.5 Million
0.87% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
55,792
shares
|
$1.5 Million
0.07% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
55,586
shares
|
$1.49 Million
0.55% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
54,263
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Added 336.2%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
51,074
shares
|
$1.37 Million
0.43% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
51,027
shares
|
$1.37 Million
1.8% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
50,747
shares
|
$1.36 Million
0.39% of portfolio
|
Q3 2025
Reduced 21.02%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
49,075
shares
|
$1.32 Million
0.23% of portfolio
|
Q4 2025
Reduced 24.14%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
48,808
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
48,414
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2025
Added 51.09%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
46,933
shares
|
$1.26 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
46,017
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2025
Added 22.8%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
45,399
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
44,944
shares
|
$1.21 Million
0.75% of portfolio
|
Q4 2025
Added 105.76%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
43,639
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2025
Reduced 20.95%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
43,174
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.96%
|
|