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SPDR Portfolio Long Term Treasury ETF (SPTL) Institutional Ownership

SPDR Portfolio Long Term Treasury ETF logo
$25.36 +0.05 (+0.20%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
344
Total
Institutional Inflows
(last 12 months)
$1.90B
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$2.67B
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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
7/10/2026 GenWealth Group Inc.79,371$2.08M0.3%-1.1%0.019%
7/10/2026 KWB Wealth331,642$8.70M0.7%+39.2%0.081%
7/10/2026 Paladin Wealth LLC38,047$998K0.6%+16.6%0.009%
7/9/2026 World Equity Group Inc.18,900$496K0.1%N/A0.005%
7/9/2026 Roan Capital Partners105,696$2.77M2.3%+4.2%0.026%
7/9/2026 Private Wealth Group LLC144,268$3.78M1.5%+18.4%0.035%
7/8/2026 Gradient Investments LLC953,502$25.01M0.3%+19.1%0.234%
7/8/2026 Midwest Financial Network LLC19,452$510K0.3%N/A0.005%
7/8/2026 Archer Investment Management LLC72,540$1.90M0.7%+9.0%0.018%
7/8/2026 Integrated Capital Management Inc.103,455$2.71M1.9%-5.2%0.026%
7/7/2026 Fermata Advisors LLC25,875$679K0.1%+8.2%0.006%
7/7/2026 Balefire LLC37,703$989K0.2%+5.2%0.009%
7/7/2026 GK Wealth Management LLC9,446$248K0.1%N/A0.002%
7/7/2026 CoreCap Advisors LLC144,413$3.79M0.1%+2.7%0.036%
7/6/2026 Hobart Private Capital LLC275,378$7.22M1.2%-8.3%0.068%
7/6/2026 Stonebridge Financial Group LLC10,767$282K0.0%+5.0%0.003%
7/6/2026 Boltwood Capital Management81,685$2.14M0.5%+12.8%0.020%
7/6/2026 Trilogy Capital Inc.13,620$357K0.0%+16.2%0.003%
7/2/2026 Versant Capital Management Inc20,178$529K0.0%-6.2%0.005%
6/26/2026WealthPoint Financial LLC36,849$969K0.8%+14.0%0.009%
6/24/2026Redwood Investment Management LLC371,447$9.77M1.2%+11.6%0.092%
6/23/2026Ballast Advisors LLC992$26K0.0%-41.4%0.000%
6/4/2026Town Capital LLC211,902$5.57M4.5%-8.4%0.052%
6/3/2026NewEdge Advisors LLC602,936$15.86M0.1%+22.6%0.149%
5/27/2026 Security Financial Services INC.787,079$20.70M3.3%+13.3%0.194%
5/21/2026Essential Partners LLC28,269$743K0.3%+3.6%0.007%
5/20/2026Hobbs Group Advisors LLC60,332$1.59M0.5%-1.6%0.015%
5/20/2026Arete Wealth Advisors LLC46,738$1.23M0.1%-15.2%0.012%
5/19/2026NewEdge Advisors LLC403,428$10.61M0.2%-17.9%0.100%
5/19/2026Bank of America Corp DE14,599,817$383.98M0.0%+52.0%3.605%
5/19/2026Strategic Investment Advisors MI133,172$3.50M0.2%+68.5%0.033%
5/19/2026Arkadios Wealth Advisors41,140$1.08M0.0%N/A0.010%
5/19/2026Arete Wealth Advisors LLC46,738$1.23M0.1%-15.2%0.012%
5/18/2026Royal Bank of Canada1,414,430$37.20M0.0%-17.4%0.349%
5/18/2026Empowered Funds LLC53,835$1.41M0.0%+12.8%0.013%
5/16/2026The Manufacturers Life Insurance Company 31,090$818K0.0%-17.2%0.008%
5/16/2026Quantinno Capital Management LP10,721$282K0.0%-5.2%0.003%
5/15/2026Gateway Wealth Partners LLC67,158$1.77M0.1%N/A0.017%
5/15/2026Cypress Capital Group15,362$404K0.0%N/A0.004%
5/15/2026Waverly Advisors LLC82,088$2.16M0.0%+3.0%0.020%
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5/14/2026Compound Planning Inc.29,614$779K0.0%+41.7%0.007%
5/14/2026Keebeck Wealth Management46,627$1.23M0.1%+89.1%0.012%
5/14/2026Gibbs Wealth Management599,839$15.78M2.1%+79.2%0.148%
5/14/2026Sei Investments Co.200,069$5.26M0.0%N/A0.049%
5/14/2026Lido Advisors LLC16,320$429K0.0%-83.3%0.004%
5/13/2026Cetera Investment Advisers3,889,021$102.28M0.1%-42.6%0.960%
5/13/2026Petra Financial Advisors Inc.68,115$1.79M1.1%-2.7%0.017%
5/8/2026PNC Financial Services Group Inc.24,611$647K0.0%-38.9%0.006%
5/7/2026 Scarborough Advisors LLC332,842$8.75M1.0%-0.7%0.082%
5/7/2026 Balefire LLC35,827$942K0.2%+7.9%0.009%
5/6/2026 Kesler Norman & Wride LLC11,270$296K0.1%+26.2%0.003%
5/6/2026Frontier Asset Management LLC118,922$3.13M0.7%-0.7%0.029%
5/6/2026Simon Quick Advisors LLC62,149$1.64M0.1%+12.1%0.015%
5/6/2026Cornerstone Planning Group LLC1,229$32K0.0%+3,313.9%0.000%
5/6/2026Assetmark Inc.5,830,936$153.35M0.3%+0.6%1.440%
5/6/2026One Day In July LLC3,551,633$93.41M7.5%+10.0%0.877%
5/6/2026Sofi Wealth LLC1,139,091$29.96M1.4%-19.5%0.281%
5/6/2026 Independent Financial Group LLC134,953$3.55M0.1%N/A0.033%
5/6/2026Smart Money Group LLC9,748$256K0.1%-25.2%0.002%
5/5/2026Mcmorgan & Co. LLC1,516,371$39.88M6.5%+3.8%0.374%
5/5/2026Bank of New York Mellon Corp115,842$3.05M0.0%+10.4%0.029%
5/5/2026Three Seasons Wealth LLC10,261$270K0.1%N/A0.003%
5/5/2026Schwallier Wealth Management LLC201,430$5.30M3.9%N/A0.050%
5/5/2026Robinson Value Management Ltd.166,817$4.39M2.4%-1.1%0.041%
5/5/2026Geneos Wealth Management Inc.2,155$57K0.0%+212.3%0.001%
5/5/2026Sanctuary Advisors LLC1,069,935$28.14M0.2%+12.9%0.264%
5/5/2026Checchi Capital Advisers LLC581,341$15.29M0.8%-19.1%0.144%
5/5/2026Avantax Planning Partners Inc.4,314,262$113.47M3.1%+2.9%1.065%
5/4/2026Integrity Wealth Solutions LLC192,380$5.06M2.0%+14.2%0.048%
5/4/2026Uptick Partners LLC31,284$823K0.2%+55.9%0.008%
5/4/2026 Hibernia Wealth Partners LLC12,449$327K0.1%N/A0.003%
5/4/2026Lifeworks Advisors LLC8,679$228K0.0%+9.2%0.002%
5/2/2026CAP Partners LLC39,180$1.03M0.6%+5.5%0.010%
5/2/2026Diversify Wealth Management LLC29,328$763K0.0%+246.5%0.007%
5/1/2026Fifth Third Bancorp71,024$1.87M0.0%+8,275.5%0.018%
5/1/2026Simplicity Wealth LLC121,595$3.20M0.2%+19.9%0.030%
4/30/2026Elevated Capital Advisors LLC34,153$898K0.2%-3.3%0.009%
4/30/2026 First Horizon Corp244,774$6.44M0.3%+1.3%0.061%
4/30/2026Kestra Advisory Services LLC127,584$3.36M0.0%-28.5%0.032%
4/30/2026Money Concepts Capital Corp18,498$486K0.0%+6.3%0.005%
4/30/2026 CFS Investment Advisory Services LLC785,454$20.77M1.5%-2.8%0.197%
4/30/2026 PCB Capital LLC12,004$316K0.5%+16.6%0.003%
4/29/2026Impact Investors Inc517,490$13.61M9.5%+9.6%0.130%
4/29/2026Axxcess Wealth Management LLC204,367$5.38M0.2%-22.4%0.051%
4/29/2026Centerpoint Advisory Group27,671$728K0.5%-20.5%0.007%
4/28/2026FLP Wealth Management LLC48,757$1.28M2.1%+4.4%0.012%
4/28/2026DGS Capital Management LLC15,773$415K0.1%N/A0.004%
4/28/2026 Raleigh Capital Management Inc.57,633$1.52M0.5%-52.1%0.015%
4/28/2026GM Advisory Group LLC845,860$22.25M0.9%+2.4%0.213%
4/28/2026Astoria Portfolio Advisors LLC.11,172$293K0.1%+41.2%0.003%
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4/28/2026Koshinski Asset Management Inc.62,904$1.65M0.1%-6.1%0.016%
4/28/2026Beacon Financial Advisory LLC8,761$230K0.1%N/A0.002%
4/27/2026 Appalachian Capital Management Ltd351,564$9.25M7.4%-2.0%0.089%
4/27/2026World Investment Advisors390,915$10.28M0.2%+4.9%0.098%
4/27/2026Boyd Watterson Asset Management LLC OH6,049$159K0.0%-34.8%0.002%
4/27/2026Private Advisor Group LLC678,239$17.84M0.1%-4.2%0.171%
4/27/2026Elevation Point Wealth Partners LLC491,220$12.92M0.3%+8.4%0.124%
4/24/2026Impact Partnership Wealth LLC334,602$8.80M1.1%+33.1%0.084%
4/23/2026Spinnaker Trust645,913$16.99M0.9%-1.3%0.163%
4/23/2026 Drucker Wealth 3.0 LLC85,485$2.25M0.4%+0.5%0.022%


SPTL Institutional Ownership - Frequently Asked Questions

During the previous two years, 567 institutional investors and hedge funds held shares of SPDR Portfolio Long Term Treasury ETF. The most heavily invested institutionals were State Street Corp ($1.94B), Financial Engines Advisors L.L.C. ($1.44B), FMR LLC ($483.98M), Municipal Employees Retirement System of Michigan ($407.57M), Bank of America Corp DE ($383.98M), LPL Financial LLC ($320.56M), and Envestnet Asset Management Inc. ($236.96M).Learn more on SPDR Portfolio Long Term Treasury ETF's institutional investors.

Of the 515 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 ($17.28M), State Street Corp ($14.64M), Financial Engines Advisors L.L.C. ($9.52M), Mather Group LLC. ($7.40M), Municipal Employees Retirement System of Michigan ($5.96M), GLOBALT Investments LLC GA ($5.42M), and Bank of America Corp DE ($5.08M).

Institutional investors have bought a total of 71,433,456 shares in the last 24 months. This purchase volume represents approximately $1.90B in transactions.

Of the 222 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: Fisher Asset Management LLC ($59.48M), Envestnet Asset Management Inc. ($7.91M), Northwestern Mutual Wealth Management Co. ($3.53M), Cetera Investment Advisers ($3.11M), Great Valley Advisor Group Inc. ($2.44M), Lockheed Martin Investment Management Co. ($2.34M), and Municipal Employees Retirement System of Michigan ($2.25M).

Institutional investors have sold a total of 100,538,724 shares in the last 24 months. This volume of shares sold represents approximately $2.67B in transactions.



This page (NYSEARCA:SPTL) was last updated on 7/25/2026 by MarketBeat.com Staff.
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