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 |
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
79,182
shares
|
$2.11 Million
0.43% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
78,747
shares
|
$2.1 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
78,003
shares
|
$2.08 Million
1.01% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
77,745
shares
|
$2.07 Million
0.24% of portfolio
|
Q1 2025
Added 84.73%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
76,911
shares
|
$2.05 Million
0.27% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
76,181
shares
|
$2.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
74,354
shares
|
$1.98 Million
0.11% of portfolio
|
Q2 2025
Reduced 76.88%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
74,065
shares
|
$1.97 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
72,311
shares
|
$1.93 Million
1.55% of portfolio
|
Q2 2025
Added 23.87%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
70,330
shares
|
$1.87 Million
0.54% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,813
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
69,813
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Added 26.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
69,394
shares
|
$1.85 Million
0.09% of portfolio
|
Q1 2025
Reduced 51.71%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
67,492
shares
|
$1.8 Million
0.66% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
67,451
shares
|
$1.8 Million
0.94% of portfolio
|
Q1 2024
Added 9.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
66,708
shares
|
$1.78 Million
0.02% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
65,262
shares
|
$1.74 Million
0.34% of portfolio
|
Q2 2025
Reduced 60.6%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
65,086
shares
|
$1.73 Million
0.65% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
64,562
shares
|
$1.72 Million
0.13% of portfolio
|
Q1 2025
Added 56.41%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
63,718
shares
|
$1.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
63,167
shares
|
$1.68 Million
0.41% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
63,078
shares
|
$1.68 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
62,500
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2022
Added 0.63%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
62,135
shares
|
$1.65 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
61,268
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.61%
|