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SPDR Portfolio Long Term Treasury ETF (SPTL) Institutional Ownership

SPDR Portfolio Long Term Treasury ETF logo
$26.40 -0.24 (-0.90%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$26.35 -0.05 (-0.17%)
As of 05/2/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
346
Total
Institutional Inflows
(last 12 months)
$2.14B
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$888.77M
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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
5/2/2025 KM Capital Management Ltd.98,871$2.70M1.5%-42.7%0.023%
5/2/2025 Kingsview Wealth Management LLC28,958$789K0.0%-3.5%0.007%
5/2/2025 Bailard Inc.137,766$3.76M0.1%+62.1%0.032%
5/2/2025Verdence Capital Advisors LLC33,624$917K0.1%-27.6%0.008%
5/2/2025 Jacobson & Schmitt Advisors LLC137,890$3.76M0.8%+15.7%0.032%
5/2/2025 Capital A Wealth Management LLC16,709$456K0.5%-58.6%0.004%
5/2/2025SBI Securities Co. Ltd.13,799$376K0.0%-17.6%0.003%
5/2/2025Signaturefd LLC18,778$512K0.0%N/A0.004%
5/1/2025 CWM LLC2,466,439$67.24M0.3%+10.2%0.573%
5/1/2025 FDx Advisors Inc.83,729$2.28M0.7%-8.7%0.019%
5/1/2025 Realta Investment Advisors1,353$37K0.0%-26.1%0.000%
5/1/2025 Auour Investments LLC35,769$962K0.3%+44.0%0.008%
5/1/2025 Quest 10 Wealth Builders Inc.1,938$53K0.1%-47.9%0.000%
5/1/2025 MA Private Wealth356,002$9.71M1.8%-18.5%0.083%
5/1/2025 Fifth Third Securities Inc.25,535$696K0.1%+9.8%0.006%
5/1/2025 Gateway Wealth Partners LLC12,641$345K0.1%+56.8%0.003%
5/1/2025 Diversify Wealth Management LLC13,358$361K0.0%-27.2%0.003%
4/30/2025 Narus Financial Partners LLC29,940$816K0.3%+8.1%0.007%
4/30/2025 Allworth Financial LP4,127$109K0.0%-38.7%0.001%
4/30/2025 True Vision MN LLC25,405$693K0.4%+10.3%0.006%
4/30/2025 Axxcess Wealth Management LLC11,510$314K0.0%N/A0.003%
4/30/2025 AlphaStar Capital Management LLC138,818$3.78M0.4%+14.2%0.032%
4/30/2025 Stratos Wealth Advisors LLC401,621$10.95M0.6%+165.7%0.093%
4/30/2025 Blackhawk Capital Partners LLC.62,135$1.69M0.9%N/A0.014%
4/29/2025 Raleigh Capital Management Inc.20,135$549K0.2%+1,689.8%0.005%
4/29/2025 Envestnet Asset Management Inc.16,703,862$455.35M0.1%+12.3%3.879%
4/29/2025 McGlone Suttner Wealth Management Inc.10,354$282K0.0%N/A0.002%
4/29/2025 One Day In July LLC2,243,303$61.15M6.1%+11.6%0.521%
4/29/2025 REDW Wealth LLC17,429$475K0.2%+15.2%0.004%
4/29/2025 Bank of New York Mellon Corp131,341$3.58M0.0%+11.3%0.031%
4/29/2025 World Investment Advisors442,269$12.06M0.3%+699.9%0.103%
4/29/2025 Wayfinding Financial LLC6,016$163K0.1%N/A0.001%
4/29/2025 Truist Financial Corp1,141,224$31.11M0.0%+68.8%0.265%
4/29/2025 Capital Investment Advisory Services LLC9,040$246K0.0%+75.4%0.002%
4/29/2025 Strategic Blueprint LLC11,560$315K0.0%-37.4%0.003%
4/29/2025 SMART Wealth LLC125,588$3.42M1.2%+11.6%0.029%
4/29/2025 OneDigital Investment Advisors LLC573,913$15.65M0.2%-75.6%0.133%
4/29/2025 Avantax Planning Partners Inc.3,717,179$101.33M3.6%+3.0%0.863%
4/29/2025 Checchi Capital Advisers LLC932,542$25.42M1.3%+7.5%0.217%
4/28/2025 Mutual Advisors LLC327,765$8.75M0.2%+4.6%0.076%
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4/28/2025 Clark Asset Management LLC15,387$419K0.1%+26.2%0.004%
4/28/2025 Smart Money Group LLC15,188$414K0.4%N/A0.004%
4/28/2025 First Horizon Advisors Inc.226,969$6.19M0.2%+9.9%0.053%
4/28/2025 Private Trust Co. NA30,391$828K0.1%+3.1%0.007%
4/28/2025 O Brien Wealth Partners LLC927,735$25.29M4.7%+1.2%0.215%
4/28/2025 Detalus Advisors LLC173,437$4.73M1.5%+26.3%0.040%
4/28/2025 Summit Trail Advisors LLC26,578$725K0.0%-58.9%0.006%
4/28/2025 Lansing Street Advisors49,245$1.34M0.4%+82.5%0.011%
4/28/2025 Clear Creek Financial Management LLC27,242$743K0.1%+128.7%0.006%
4/28/2025 Impact Investors Inc621,663$16.95M13.2%+25.3%0.144%
4/28/2025 Astoria Portfolio Advisors LLC.190,288$5.00M1.7%N/A0.044%
4/25/2025 Mather Group LLC.6,803,893$185.47M2.1%+19.0%1.580%
4/25/2025 Red Tortoise LLC86,101$2.35M1.2%-9.6%0.020%
4/25/2025 Koshinski Asset Management Inc.97,588$2.66M0.2%+7.3%0.023%
4/25/2025 Spinnaker Trust675,196$18.41M1.2%-17.1%0.157%
4/25/2025 Tradewinds Capital Management LLC2,693$73K0.0%-90.9%0.001%
4/25/2025 Citizens National Bank Trust Department1,343$37K0.0%N/A0.000%
4/25/2025 Avidian Wealth Enterprises LLC227,031$6.19M0.3%-57.4%0.053%
4/25/2025 Colonial River Investments LLC25,868$705K0.4%N/A0.006%
4/25/2025 Little House Capital LLC11,185$305K0.1%N/A0.003%
4/24/2025 Elevated Capital Advisors LLC36,814$1.00M0.3%-7.7%0.009%
4/24/2025 Kingdom Financial Group LLC.12,794$349K0.3%-8.3%0.003%
4/24/2025 Mirae Asset Global Investments Co. Ltd.6,288,804$170.05M0.4%+6.5%1.460%
4/24/2025 Money Concepts Capital Corp13,403$365K0.0%N/A0.003%
4/24/2025 Motiv8 Investments LLC97,759$2.67M1.8%-14.2%0.023%
4/23/2025 Perigon Wealth Management LLC367,137$10.01M0.3%+83.2%0.085%
4/23/2025 Daymark Wealth Partners LLC38,514$1.05M0.0%-4.8%0.009%
4/23/2025 Balance Wealth LLC37,054$1.01M0.7%N/A0.009%
4/23/2025 Strategic Investment Advisors MI58,087$1.58M0.2%+14.6%0.013%
4/23/2025 Fourth Dimension Wealth LLC88,318$2.41M1.2%+43.4%0.021%
4/23/2025 Mascagni Wealth Management Inc.12,599$330K0.3%+31.4%0.003%
4/23/2025 Walkner Condon Financial Advisors LLC21,159$577K0.1%+2.3%0.005%
4/23/2025 Oppenheimer & Co. Inc.265,185$7.23M0.1%-0.3%0.062%
4/22/2025 5T Wealth LLC38,883$1.06M0.6%-7.1%0.009%
4/22/2025 Centerpoint Advisory Group43,258$1.18M1.2%-24.3%0.010%
4/22/2025 Jmac Enterprises LLC199,195$5.43M1.3%+8.8%0.046%
4/22/2025 Flagship Harbor Advisors LLC650,365$17.73M0.9%-44.7%0.151%
4/22/2025 Cambridge Investment Research Advisors Inc.850,911$23.20M0.1%+36.6%0.198%
4/22/2025 Genesee Capital Advisors LLC111,324$3.04M1.5%-4.0%0.026%
4/22/2025 Integrity Wealth Solutions LLC144,089$3.93M2.1%+394.2%0.033%
4/22/2025 Center For Asset Management LLC23,443$639K0.4%-22.4%0.005%
4/22/2025 Aspire Private Capital LLC59,251$1.62M0.4%+207.6%0.014%
4/22/2025 Petra Financial Advisors Inc.74,585$2.03M1.7%-8.6%0.017%
4/22/2025 ERTS Wealth Advisors LLC1,197,752$32.65M6.3%+1.4%0.278%
4/22/2025 Advisor Resource Council215,617$5.71M0.4%N/A0.050%
4/21/2025 Citizens & Northern Corp31,407$856K0.2%-10.6%0.007%
4/21/2025 LongView Wealth Management10,042$274K0.1%-34.8%0.002%
4/21/2025 Brady Martz Wealth Solutions LLC165,628$4.52M1.0%-17.4%0.038%
4/21/2025 United Advisor Group LLC34,536$941K0.2%+14.8%0.008%
4/21/2025 Envestnet Portfolio Solutions Inc.1,369,502$37.33M0.1%+37.5%0.318%
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4/21/2025 Centennial Wealth Advisory LLC87,328$2.38M0.9%+34.0%0.020%
4/21/2025 JBR Co Financial Management Inc10,989$300K0.2%-31.6%0.003%
4/21/2025 Sofi Wealth LLC976,415$26.62M2.0%+3,630.9%0.227%
4/21/2025 Essex Savings Bank8,292$226K0.1%N/A0.002%
4/18/2025 Cornerstone Wealth Management LLC52,122$1.42M0.1%+34.6%0.012%
4/18/2025 Shepherd Financial Partners LLC751,414$20.48M2.4%+98.0%0.175%
4/18/2025 Tennessee Valley Asset Management Partners707,177$19.28M3.1%+42.7%0.164%
4/17/2025 Robertson Stephens Wealth Management LLC164,375$4.48M0.2%+5.6%0.038%
4/17/2025 Sowell Financial Services LLC38,086$1.04M0.0%+9.5%0.009%
4/17/2025 Janney Montgomery Scott LLC37,440$1.02M0.0%-70.1%0.009%
(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, 539 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. ($1.22B), FMR LLC ($483.98M), Envestnet Asset Management Inc. ($455.35M), Bank of America Corp DE ($322.25M), and Municipal Employees Retirement System of Michigan ($306.17M).Learn more on SPTL's institutional investors.

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

Of the 494 institutional investors that purchased SPDR Portfolio Long Term Treasury ETF 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), FMR LLC ($8.91M), Financial Engines Advisors L.L.C. ($8.44M), Mather Group LLC. ($6.67M), GLOBALT Investments LLC GA ($5.56M), Municipal Employees Retirement System of Michigan ($4.51M), and Mirae Asset Global Investments Co. Ltd. ($4.48M).

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

Institutional investors have bought a total of 163,219,210 shares in the last 24 months. This purchase volume represents approximately $4.60B in transactions.

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

Of the 290 institutional investors that sold SPDR Portfolio Long Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($5.35M), 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), Gradient Investments LLC ($1.58M), and Truist Financial Corp ($1.58M).

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

Institutional investors have sold a total of 49,151,593 shares in the last 24 months. This volume of shares sold represents approximately $1.36B in transactions.



This page (NYSEARCA:SPTL) was last updated on 5/3/2025 by MarketBeat.com Staff
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