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 492 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $9.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
466,948
shares
|
$12.4 Million
0.3% of portfolio
|
Q2 2025
Added 27.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
466,468
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
448,906
shares
|
$12 Million
0.08% of portfolio
|
Q1 2025
Reduced 47.08%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
443,443
shares
|
$11.8 Million
3.25% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
435,611
shares
|
$11.6 Million
0.11% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
419,624
shares
|
$11.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
409,161
shares
|
$10.9 Million
4.24% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
390,837
shares
|
$10.4 Million
0.54% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
371,299
shares
|
$9.89 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
369,692
shares
|
$9.84 Million
0.26% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
359,981
shares
|
$9.59 Million
2.81% of portfolio
|
Q2 2024
Reduced 25.87%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
354,071
shares
|
$9.43 Million
0.56% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
337,507
shares
|
$8.99 Million
1.34% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
335,882
shares
|
$8.94 Million
0.29% of portfolio
|
Q2 2025
Added 104.34%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
332,940
shares
|
$8.87 Million
0.87% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
306,504
shares
|
$8.16 Million
1.8% of portfolio
|
Q2 2025
Added 275.21%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
304,407
shares
|
$8.11 Million
0.9% of portfolio
|
Q1 2025
Reduced 32.13%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
303,891
shares
|
$8.09 Million
0.44% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
284,005
shares
|
$7.56 Million
0.64% of portfolio
|
Q2 2025
Added 86.92%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
275,886
shares
|
$7.35 Million
2.3% of portfolio
|
Q1 2025
New holding
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
275,075
shares
|
$7.33 Million
0.94% of portfolio
|
Q2 2025
Added 52.5%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
274,837
shares
|
$7.32 Million
1.94% of portfolio
|
Q1 2025
Added 32.52%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
263,628
shares
|
$7.02 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
263,274
shares
|
$7.01 Million
5.21% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
262,237
shares
|
$6.98 Million
0.13% of portfolio
|
Q2 2023
Added 6.7%
|