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 |
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
163,692
shares
|
$4.36 Million
0.01% of portfolio
|
Q1 2025
Added 321.88%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
160,522
shares
|
$4.27 Million
2.08% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
159,529
shares
|
$4.25 Million
0.2% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
155,538
shares
|
$4.14 Million
0.1% of portfolio
|
Q1 2025
Added 29.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
155,504
shares
|
$4.14 Million
0.05% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
152,591
shares
|
$4.06 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
150,061
shares
|
$4 Million
0.05% of portfolio
|
Q1 2025
Added 36.41%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
149,088
shares
|
$3.97 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.3%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
140,286
shares
|
$3.74 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
139,991
shares
|
$3.73 Million
0.3% of portfolio
|
Q4 2023
Added 1.28%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
138,466
shares
|
$3.69 Million
0.01% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
138,392
shares
|
$3.69 Million
3.36% of portfolio
|
Q3 2022
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
138,274
shares
|
$3.68 Million
0.81% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
137,766
shares
|
$3.67 Million
0.1% of portfolio
|
Q1 2025
Added 62.14%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
136,904
shares
|
$3.65 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
134,312
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
133,858
shares
|
$3.56 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
130,000
shares
|
$3.46 Million
0.13% of portfolio
|
Q2 2025
Reduced 94.73%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
125,588
shares
|
$3.34 Million
1.23% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
125,128
shares
|
$3.33 Million
2.07% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
121,799
shares
|
$3.24 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
119,906
shares
|
$3.19 Million
0.11% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
118,315
shares
|
$3.15 Million
0.22% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
116,901
shares
|
$3.11 Million
1.78% of portfolio
|
Q1 2025
Reduced 96.33%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
115,705
shares
|
$3.08 Million
0.93% of portfolio
|
Q1 2025
Added 5.04%
|