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 476 institutions that hold shares in the stock, with a total of 378 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
28,173
shares
|
$756,163
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
27,736
shares
|
$744,434
3.09% of portfolio
|
Q2 2022
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
27,652
shares
|
$742,179
0.25% of portfolio
|
Q3 2025
Reduced 44.37%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
27,201
shares
|
$730,074
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
26,594
shares
|
$713,782
0.36% of portfolio
|
Q4 2025
Added 39.6%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
26,525
shares
|
$711,931
0.11% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
26,377
shares
|
$707,958
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
25,766
shares
|
$691,559
0.02% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
25,652
shares
|
$688,499
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,125
shares
|
$674,355
0.01% of portfolio
|
Q3 2025
Reduced 17.01%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
24,939
shares
|
$669,362
0.68% of portfolio
|
Q4 2025
Reduced 58.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
24,895
shares
|
$668,181
0.0% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
24,690
shares
|
$662,679
0.0% of portfolio
|
Q3 2025
Added 101.06%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
24,462
shares
|
$656,560
0.24% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
23,910
shares
|
$641,744
0.18% of portfolio
|
Q3 2025
Reduced 50.61%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
23,644
shares
|
$634,604
0.34% of portfolio
|
Q3 2025
Reduced 19.96%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,570
shares
|
$632,618
0.08% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
23,007
shares
|
$617,507
0.02% of portfolio
|
Q3 2025
Reduced 24.22%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
22,819
shares
|
$612,461
0.17% of portfolio
|
Q4 2025
Added 33.41%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
22,411
shares
|
$601,511
0.37% of portfolio
|
Q3 2025
Reduced 19.27%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
22,403
shares
|
$601,296
0.57% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
21,999
shares
|
$590,453
0.06% of portfolio
|
Q4 2025
Reduced 3.81%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
21,951
shares
|
$589,164
0.02% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
21,731
shares
|
$583,260
0.1% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
21,658
shares
|
$581,300
0.02% of portfolio
|
Q3 2025
Added 2.34%
|
|