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SPDR Portfolio Long Term Treasury ETF (SPTL) Institutional Ownership

SPDR Portfolio Long Term Treasury ETF logo
$26.22 -0.13 (-0.49%)
As of 07/3/2025 05:00 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL)

Number of
Institutional Buyers
(last 12 months)
367
Total
Institutional Inflows
(last 12 months)
$2.36B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$989.04M
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SPTL Institutional Buying and Selling by Quarter

SPDR Portfolio Long Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 Dentgroup LLC10,660$283K0.2%N/A0.002%
6/6/2025Blue Oak Capital LLC35,833$977K0.5%+115.1%0.008%
5/27/2025Jacobi Capital Management LLC43,677$1.19M0.1%+6.5%0.010%
5/23/2025Strategic Financial Services Inc.321,637$8.77M0.5%+64.1%0.077%
5/22/2025Mattson Financial Services LLC10,926$298K0.1%N/A0.003%
5/21/2025McAdam LLC899,395$24.52M1.5%-0.2%0.216%
5/21/2025Geneos Wealth Management Inc.3,530$96K0.0%-61.3%0.001%
5/20/2025Belpointe Asset Management LLC7,411$202K0.0%-83.4%0.002%
5/20/2025Fortis Capital Advisors LLC7,411$202K0.0%N/A0.002%
5/19/2025Advisory Alpha LLC1,028,813$28.03M1.0%+4.0%0.247%
5/19/2025SCS Capital Management LLC531,559$14.49M0.2%-11.1%0.128%
5/16/2025Ascent Group LLC553,083$15.08M0.6%+1,178.8%0.133%
5/16/2025Coppell Advisory Solutions LLC8,022$217K0.0%-36.3%0.002%
5/16/2025Arete Wealth Advisors LLC64,562$1.76M0.1%+56.4%0.016%
5/16/2025Bell Investment Advisors Inc9,294$253K0.0%-30.9%0.002%
5/16/2025Signature Estate & Investment Advisors LLC89,589$2.44M0.1%+8.7%0.022%
5/16/2025Ashton Thomas Private Wealth LLC7,578$207K0.0%-23.4%0.002%
5/16/2025Goldman Sachs Group Inc.7,804,559$212.75M0.0%-2.6%1.794%
5/16/2025NewEdge Advisors LLC448,906$12.24M0.1%-47.1%0.108%
5/16/2025Integrated Wealth Concepts LLC491,516$13.40M0.2%-18.4%0.118%
5/16/2025Banque Transatlantique SA1,809$46K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC24,206$660K0.0%+36.3%0.006%
5/16/2025Ancora Advisors LLC155,538$4.24M0.1%+29.9%0.037%
5/15/2025EP Wealth Advisors LLC6,843$187K0.0%-5.7%0.002%
5/15/2025Focus Partners Advisor Solutions LLC179,855$4.90M0.1%-20.6%0.043%
5/15/2025Royal Bank of Canada1,644,137$44.82M0.0%+42.5%0.395%
5/15/2025Betterment LLC138,466$3.78M0.0%+10.4%0.033%
5/15/2025Baird Financial Group Inc.220,817$6.02M0.0%+56.0%0.053%
5/15/2025Tortoise Investment Management LLC77,745$2.12M0.2%+84.7%0.019%
5/14/2025Transamerica Financial Advisors LLC133,858$3.65M0.4%-4.6%0.032%
5/14/2025CreativeOne Wealth LLC119,906$3.27M0.1%+4.2%0.029%
5/14/2025Redwood Investment Management LLC304,407$8.30M0.9%-32.1%0.073%
5/14/2025PKS Advisory Services LLC11,306$306K0.1%+8.9%0.003%
5/14/2025WCG Wealth Advisors LLC83,460$2.28M0.2%-79.0%0.020%
5/14/2025Islay Capital Management LLC8,974$245K0.2%-75.7%0.002%
5/14/2025FWG Investments LLC.21,153$577K0.7%-20.3%0.005%
5/14/2025Comerica Bank99,335$2.71M0.0%+58.7%0.024%
5/14/2025Synovus Financial Corp150,061$4.09M0.1%+36.4%0.036%
5/14/2025Napa Wealth Management16,511$450K0.3%-34.8%0.004%
5/14/2025Jump Financial LLC263,628$7.19M0.1%N/A0.063%
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5/14/2025Smartleaf Asset Management LLC1,996$54K0.0%+65.2%0.000%
5/14/2025Caitlin John LLC244,820$6.67M6.5%+58.5%0.059%
5/14/2025Northwestern Mutual Wealth Management Co.3,693,991$100.70M0.1%+196.7%0.887%
5/14/2025Kestra Advisory Services LLC114,348$3.12M0.0%+63.3%0.027%
5/14/2025Compound Planning Inc.34,090$929K0.0%+153.2%0.008%
5/14/2025Hobbs Group Advisors LLC46,480$1.27M0.5%-60.7%0.011%
5/14/2025CW Advisors LLC2,467,068$67.25M0.8%-1.6%0.593%
5/14/2025GM Advisory Group LLC707,161$19.28M1.0%-18.8%0.170%
5/14/2025New Harbor Financial Group LLC443,443$12.09M3.2%+6.8%0.107%
5/14/2025Level Four Advisory Services LLC508,864$13.87M0.6%+21.6%0.122%
5/14/2025Andina Capital Management LLC120,617$3.29M2.3%N/A0.029%
5/14/2025Bank OZK47,751$1.30M0.5%+57.5%0.011%
5/13/2025Aptus Capital Advisors LLC43,711$1.19M0.0%-52.2%0.010%
5/13/2025Steward Partners Investment Advisory LLC182,774$4.98M0.0%+1.9%0.044%
5/13/2025Raymond James Financial Inc.2,453,520$66.88M0.0%-20.2%0.589%
5/13/2025Alliance Wealth Advisors LLC UT20,446$557K0.1%+2.6%0.005%
5/13/2025Kovitz Investment Group Partners LLC20,454$558K0.0%-13.3%0.005%
5/13/2025Vestmark Advisory Solutions Inc.150,868$4.11M0.1%+88.0%0.036%
5/13/2025Financial Network Wealth Advisors LLC8,896$243K0.3%+34.9%0.002%
5/13/2025HighTower Advisors LLC134,312$3.66M0.0%+5.3%0.032%
5/12/2025Financial Engines Advisors L.L.C.48,006,634$1.31B2.8%+2.8%11.532%
5/12/2025Maia Wealth LLC21,109$555K0.1%+12.2%0.005%
5/12/2025Independent Advisor Alliance12,594$343K0.0%-98.9%0.003%
5/12/2025Northeast Financial Group Inc.11,570$315K0.1%-58.5%0.003%
5/12/2025Lockheed Martin Investment Management Co.2,466,000$67.22M2.7%+8.4%0.592%
5/12/2025Aveo Capital Partners LLC7,606$201K0.0%-71.6%0.002%
5/12/2025Simplex Trading LLC1,649$44K0.0%-19.9%0.000%
5/12/2025Manhattan West Asset Management LLC274,837$7.49M1.9%+32.5%0.066%
5/12/2025Townsquare Capital LLC2,459,108$67.04M0.7%+3.3%0.591%
5/12/2025Savvy Advisors Inc.8,914$243K0.0%-93.6%0.002%
5/9/2025R. W. Roge & Company Inc.629,183$17.15M9.4%-3.8%0.151%
5/9/2025Headlands Technologies LLC25,171$686K0.1%-7.7%0.006%
5/9/2025Altfest L J & Co. Inc.59,309$1.62M0.2%-1.6%0.014%
5/9/2025Charles Schwab Investment Management Inc.797,784$21.75M0.0%-21.3%0.185%
5/9/2025Tidemark LLC26,932$734K0.3%-89.7%0.006%
5/9/2025Wealthspire Advisors LLC11,721$320K0.0%N/A0.003%
5/9/2025Atria Wealth Solutions Inc.260,247$7.09M0.1%-8.0%0.060%
5/9/2025Syntegra Private Wealth Group LLC10,534$287K0.0%N/A0.002%
5/9/2025Cary Street Partners Financial LLC18,408$502K0.0%-8.8%0.004%
5/9/2025Plan Group Financial LLC65,086$1.77M0.6%+17.8%0.015%
5/9/2025Clearstead Trust LLC6,612$180K0.0%+46.4%0.002%
5/9/2025Blair William & Co. IL5,408$147K0.0%-14.9%0.001%
5/9/2025Novus Advisors LLC10,206$278K0.3%N/A0.002%
5/9/2025PNC Financial Services Group Inc.45,179$1.23M0.0%+6.5%0.010%
5/8/2025IFG Advisory LLC426,333$11.62M0.6%+1.7%0.099%
5/8/2025UNIVEST FINANCIAL Corp455,735$12.42M0.8%-42.2%0.106%
5/8/2025Harbour Investments Inc.30,690$837K0.0%-13.1%0.007%
5/8/2025CAP Partners LLC25,994$709K0.5%+15.7%0.006%
5/8/2025FSB Premier Wealth Management Inc.41,138$1.12M0.4%+7.0%0.010%
5/7/2025Wincap Financial LLC13,683$373K0.4%+29.0%0.003%
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5/7/2025Foundations Investment Advisors LLC46,512$1.27M0.0%+12.4%0.011%
5/7/2025Norden Group LLC15,142$413K0.0%-15.6%0.004%
5/7/2025Werba Rubin Papier Wealth Management11,591$316K0.1%N/A0.003%
5/7/2025Atlas Legacy Advisors LLC130,330$3.51M0.9%N/A0.030%
5/7/2025Prosperity Consulting Group LLC8,954$244K0.0%-4.9%0.002%
5/7/2025Beacon Bridge Wealth Partners LLC87,375$2.38M1.0%+12.4%0.020%
5/7/2025Frontier Asset Management LLC198,125$5.40M1.6%+4.4%0.046%
5/7/2025LPL Financial LLC10,667,377$290.79M0.1%+2.7%2.477%
5/7/2025Municipal Employees Retirement System of Michigan14,880,982$405.66M5.1%+27.3%3.456%
5/7/2025Security Financial Services INC.543,295$14.81M2.9%+40.2%0.126%
(Data available from 1/1/2016 forward)

SPTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTL shares?

During the previous two years, 549 institutional investors and hedge funds held shares of SPDR Portfolio Long Term Treasury ETF. The most heavily invested institutionals were State Street Corp ($1.59B), Fisher Asset Management LLC ($1.34B), Financial Engines Advisors L.L.C. ($1.31B), FMR LLC ($483.98M), Envestnet Asset Management Inc. ($455.35M), Municipal Employees Retirement System of Michigan ($405.66M), and Bank of America Corp DE ($322.25M).Learn more on SPDR Portfolio Long Term Treasury ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio Long Term Treasury ETF's stock?

Of the 500 institutional investors that purchased SPDR Portfolio Long Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($15.31M), Financial Engines Advisors L.L.C. ($9.74M), Municipal Employees Retirement System of Michigan ($7.70M), Mather Group LLC. ($6.66M), GLOBALT Investments LLC GA ($5.56M), Mirae Asset Global Investments Co. Ltd. ($4.42M), and Congress Wealth Management LLC DE ($3.85M).

How much institutional buying is happening at SPDR Portfolio Long Term Treasury ETF?

Institutional investors have bought a total of 86,476,649 shares in the last 24 months. This purchase volume represents approximately $2.36B in transactions.

Which of SPDR Portfolio Long Term Treasury ETF's major shareholders have been selling company stock?

Of the 237 institutional investors that sold SPDR Portfolio Long Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($5.12M), Bank of America Corp DE ($4.47M), Strategic Wealth Investment Group LLC ($2.66M), Wealth Enhancement Advisory Services LLC ($2.15M), OneDigital Investment Advisors LLC ($1.78M), Independent Advisor Alliance ($1.15M), and Municipal Employees Retirement System of Michigan ($1.07M).

How much institutional selling is happening at SPDR Portfolio Long Term Treasury ETF?

Institutional investors have sold a total of 36,500,937 shares in the last 24 months. This volume of shares sold represents approximately $989.04M in transactions.



This page (NYSEARCA:SPTL) was last updated on 7/5/2025 by MarketBeat.com Staff
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