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 377 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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
799,044
shares
|
$21.4 Million
2.06% of portfolio
|
Q2 2024
Added 5.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
784,456
shares
|
$21.1 Million
1.5% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
778,071
shares
|
$20.9 Million
0.21% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
771,412
shares
|
$20.7 Million
3.75% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
753,627
shares
|
$20.2 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
744,534
shares
|
$20 Million
2.83% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
719,462
shares
|
$19.3 Million
0.41% of portfolio
|
Q3 2025
Added 19.77%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
710,755
shares
|
$19.1 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
708,076
shares
|
$19 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
660,884
shares
|
$17.7 Million
0.11% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
644,428
shares
|
$17.3 Million
0.97% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
630,914
shares
|
$16.9 Million
2.96% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
597,411
shares
|
$16 Million
0.34% of portfolio
|
Q3 2025
Added 27.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
591,878
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2025
Added 27.97%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
585,854
shares
|
$15.7 Million
3.11% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
556,877
shares
|
$14.9 Million
2.82% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
546,392
shares
|
$14.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.72%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
522,702
shares
|
$14 Million
0.53% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
507,581
shares
|
$13.6 Million
0.04% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
505,505
shares
|
$13.6 Million
4.4% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,096
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
471,850
shares
|
$12.7 Million
0.64% of portfolio
|
Q3 2025
Added 55.27%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
470,680
shares
|
$12.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
466,580
shares
|
$12.5 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
461,046
shares
|
$12.4 Million
0.1% of portfolio
|
Q3 2025
Added 5.84%
|
|