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 |
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
254,682
shares
|
$6.78 Million
1.54% of portfolio
|
Q2 2025
Added 46.98%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
238,691
shares
|
$6.36 Million
0.27% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
236,298
shares
|
$6.29 Million
0.23% of portfolio
|
Q1 2025
Added 25.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
220,817
shares
|
$5.88 Million
0.01% of portfolio
|
Q1 2025
Added 55.99%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
215,617
shares
|
$5.74 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
214,338
shares
|
$5.71 Million
0.41% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
209,143
shares
|
$5.57 Million
2.09% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
204,498
shares
|
$5.45 Million
1.86% of portfolio
|
Q2 2025
Added 339.97%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
204,481
shares
|
$5.45 Million
0.64% of portfolio
|
Q2 2025
Added 107.73%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
198,125
shares
|
$5.28 Million
2.04% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
198,016
shares
|
$5.27 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
194,390
shares
|
$5.18 Million
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
194,270
shares
|
$5.17 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
189,913
shares
|
$5.06 Million
1.09% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
189,516
shares
|
$5.05 Million
1.57% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
186,306
shares
|
$4.96 Million
0.91% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
183,317
shares
|
$4.88 Million
0.54% of portfolio
|
Q1 2025
Added 27.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
182,774
shares
|
$4.87 Million
0.05% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
180,053
shares
|
$4.79 Million
2.7% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
177,593
shares
|
$4.73 Million
0.05% of portfolio
|
Q1 2025
Reduced 45.76%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
168,941
shares
|
$4.5 Million
0.06% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
167,440
shares
|
$4.46 Million
0.21% of portfolio
|
Q3 2022
Added 3.4%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
166,888
shares
|
$4.44 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
165,764
shares
|
$4.41 Million
0.2% of portfolio
|
Q2 2025
Added 285.74%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
164,489
shares
|
$4.38 Million
2.8% of portfolio
|
Q2 2025
Reduced 28.84%
|