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SPDR Portfolio Long Term Treasury ETF (SPTL) Institutional Ownership

SPDR Portfolio Long Term Treasury ETF logo
$25.95 +0.12 (+0.46%)
As of 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)
365
Total
Institutional Inflows
(last 12 months)
$2.11B
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$2.75B
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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
5/5/2026Bank 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%
5/5/2026 Checchi Capital Advisers LLC581,341$15.29M0.8%-19.1%0.144%
5/5/2026 Avantax Planning Partners Inc.4,314,262$113.47M3.1%+2.9%1.065%
5/4/2026 Integrity Wealth Solutions LLC192,380$5.06M2.0%+14.2%0.048%
5/4/2026 Uptick Partners LLC31,284$823K0.2%+55.9%0.008%
5/4/2026 Hibernia Wealth Partners LLC12,449$327K0.1%N/A0.003%
5/4/2026 Lifeworks Advisors LLC8,679$228K0.0%+9.2%0.002%
5/2/2026 CAP Partners LLC39,180$1.03M0.6%+5.5%0.010%
5/2/2026 Diversify Wealth Management LLC29,328$763K0.0%+246.5%0.007%
5/1/2026 Fifth Third Bancorp71,024$1.87M0.0%+8,275.5%0.018%
5/1/2026 Simplicity Wealth LLC121,595$3.20M0.2%+19.9%0.030%
4/30/2026 Elevated Capital Advisors LLC34,153$898K0.2%-3.3%0.009%
4/30/2026 First Horizon Corp244,774$6.44M0.3%+1.3%0.061%
4/30/2026 Kestra Advisory Services LLC127,584$3.36M0.0%-28.5%0.032%
4/30/2026 Money 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%
4/29/2026 Impact Investors Inc517,490$13.61M9.5%+9.6%0.130%
4/29/2026 Axxcess Wealth Management LLC204,367$5.38M0.2%-22.4%0.051%
4/29/2026 Centerpoint Advisory Group27,671$728K0.5%-20.5%0.007%
4/28/2026 FLP Wealth Management LLC48,757$1.28M2.1%+4.4%0.012%
4/28/2026 DGS 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%
4/28/2026 GM Advisory Group LLC845,860$22.25M0.9%+2.4%0.213%
4/28/2026 Astoria Portfolio Advisors LLC.11,172$293K0.1%+41.2%0.003%
4/28/2026 Koshinski Asset Management Inc.62,904$1.65M0.1%-6.1%0.016%
4/28/2026 Beacon Financial Advisory LLC8,761$230K0.1%N/A0.002%
4/27/2026 Appalachian Capital Management Ltd351,564$9.25M7.4%-2.0%0.089%
4/27/2026 World Investment Advisors390,915$10.28M0.2%+4.9%0.098%
4/27/2026 Boyd Watterson Asset Management LLC OH6,049$159K0.0%-34.8%0.002%
4/27/2026 Private Advisor Group LLC678,239$17.84M0.1%-4.2%0.171%
4/27/2026 Elevation Point Wealth Partners LLC491,220$12.92M0.3%+8.4%0.124%
4/24/2026 Impact Partnership Wealth LLC334,602$8.80M1.1%+33.1%0.084%
4/23/2026 Spinnaker 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%
4/23/2026 Private Wealth Group LLC121,837$3.20M1.5%+9.6%0.031%
4/23/2026 Detalus Advisors LLC222,401$5.85M1.3%-0.7%0.056%
4/22/2026 Aspire Private Capital LLC115,112$3.03M0.7%-50.8%0.029%
4/22/2026 Janney Montgomery Scott LLC65,929$1.73M0.0%+573.2%0.017%
4/22/2026 Trilogy Capital Inc.11,720$308K0.0%+9.9%0.003%
4/22/2026 Narus Financial Partners LLC46,375$1.22M0.3%+12.9%0.012%
4/22/2026 FWG Investments LLC.20,651$543K0.3%-4.7%0.005%
4/21/2026 Maridea Wealth Management LLC17,848$469K0.1%-32.7%0.005%
4/21/2026 Columbus Macro LLC179,006$4.71M0.5%+3.0%0.045%
4/21/2026 Balance Wealth LLC14,672$386K0.1%-7.7%0.004%
4/21/2026 Hoxton Planning & Management LLC9,437$248K0.1%N/A0.002%
4/20/2026 Global Financial Private Client LLC15,501$408K0.1%+16.1%0.004%
4/20/2026 RFG Advisory LLC691,730$18.19M0.3%+3.4%0.174%
4/18/2026 Legacy Wealth Partners LLC26,453$696K0.2%-24.9%0.007%
4/17/2026 Krilogy Financial LLC96,567$2.53M0.1%-4.0%0.024%
4/17/2026 Andina Capital Management LLC75,321$1.98M1.8%-23.7%0.019%
4/17/2026 Signal Advisors Wealth LLC115,255$3.03M0.2%+18.2%0.029%
4/17/2026 Bell Investment Advisors Inc2,660$70K0.0%+18.6%0.001%
4/17/2026 Outlook Wealth Advisors LLC10,009$263K0.1%-33.1%0.003%
4/17/2026 Birch Financial Group LLC67,128$1.77M1.0%+1.4%0.017%
4/17/2026 Clark Asset Management LLC8,430$222K0.0%-32.6%0.002%
4/16/2026 Capstone Wealth Management Group LLC8,092$214K0.1%N/A0.002%
4/16/2026 True Vision MN LLC28,364$746K0.4%+6.7%0.007%
4/16/2026 Evolve Private Wealth LLC8,701$229K0.0%N/A0.002%
4/16/2026 Center For Asset Management LLC28,285$744K0.4%+5.6%0.007%
4/16/2026 Balboa Wealth Partners11,204$295K0.0%-56.3%0.003%
4/16/2026 Paladin Wealth LLC32,617$858K0.6%+2.6%0.008%
4/15/2026 Brady Martz Wealth Solutions LLC42,575$1.12M0.2%-13.2%0.011%
3/20/2026Purpose Unlimited Inc.4,500$119K0.0%N/A0.001%
3/17/2026Rockefeller Capital Management L.P.93,793$2.48M0.0%-3.9%0.023%
3/13/2026 World Investment Advisors372,608$9.86M0.2%+13.0%0.093%
3/3/2026 Targeted Financial Services LLC175,147$4.64M4.0%N/A0.044%
2/24/2026 Astoria Portfolio Advisors LLC.7,912$215K0.1%-16.1%0.002%
2/19/2026 WealthPoint Financial LLC32,326$856K0.7%N/A0.008%
2/19/2026Compound Planning Inc.20,897$553K0.0%-9.2%0.005%
2/19/2026 Axxcess Wealth Management LLC263,357$6.97M0.1%+169.8%0.065%
2/18/2026Ameriflex Group Inc.1,349$36K0.0%-43.8%0.000%
2/18/2026Mercer Global Advisors Inc. ADV977,357$25.87M0.0%-2.9%0.243%
2/18/2026Caitlin John LLC160,221$4.24M2.8%+80.3%0.040%
2/18/2026Vermillion & White Wealth Management Group LLC3,589$95K0.1%-34.6%0.001%
2/18/2026NewEdge Advisors LLC491,675$13.02M0.0%+41.1%0.122%
2/18/2026Empowered Funds LLC47,730$1.26M0.0%+16.2%0.012%
2/18/2026XTX Topco Ltd16,181$428K0.0%N/A0.004%
2/18/2026VestGen Advisors LLC8,912$236K0.0%N/A0.002%
2/18/2026Strategic Investment Advisors MI79,057$2.10M0.2%+131,661.7%0.020%
2/18/2026Tudor Investment Corp ET AL13,205$350K0.0%N/A0.003%
2/18/2026Quadrature Capital Ltd395,726$10.48M0.1%N/A0.098%
2/18/2026Maia Wealth LLC13,262$358K0.1%-9.0%0.003%
2/18/2026IHT Wealth Management LLC21,795$577K0.0%+1.9%0.005%
2/18/2026Integrity Wealth Advisors Inc.55,527$1.47M1.0%N/A0.014%
2/17/2026Guggenheim Capital LLC117,820$3.12M0.0%-14.9%0.029%
2/17/2026 Appalachian Capital Management Ltd358,812$9.50M7.6%N/A0.089%
2/17/2026Bank OZK54,753$1.45M0.5%-1.5%0.014%
2/17/2026Scarborough Advisors LLC335,246$8.87M1.5%+3.3%0.083%
2/17/2026AQR Capital Management LLC115,929$3.07M0.0%+1.8%0.029%
2/17/2026Cetera Investment Advisers6,780,475$179.48M0.2%+2.0%1.686%
2/17/2026Equitable Holdings Inc.302,348$8.00M0.1%+126.9%0.075%
2/17/2026Imprint Wealth LLC3,417$90K0.4%+105.7%0.001%
2/17/2026Jump Financial LLC190,957$5.06M0.1%-29.3%0.047%
2/17/2026GeoWealth Management LLC23,005$609K0.0%+127.9%0.006%


SPTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPTL shares?

During the previous two years, 568 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), LPL Financial LLC ($320.56M), Bank of America Corp DE ($258.41M), and Envestnet Asset Management Inc. ($236.96M).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 514 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. ($7.45M), Municipal Employees Retirement System of Michigan ($5.96M), GLOBALT Investments LLC GA ($5.42M), and Mirae Asset Global Investments Co. Ltd. ($3.82M).

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

Institutional investors have bought a total of 78,696,411 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

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

Of the 244 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), Great Valley Advisor Group Inc. ($2.44M), Lockheed Martin Investment Management Co. ($2.34M), Municipal Employees Retirement System of Michigan ($2.25M), and RFG Advisory LLC ($1.93M).

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

Institutional investors have sold a total of 103,722,003 shares in the last 24 months. This volume of shares sold represents approximately $2.75B in transactions.



This page (NYSEARCA:SPTL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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