Who Owns State Street SPDR Portfolio Long Term Treasury ETF (SPTL)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$1.9350001435732565e+258T
% of Float Held
—
QoQ Change in Holders
+14 / -0
Price History
SPTL — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | New Position | +10.1M | +$266.0M |
| MATHER GROUP, LLC. | New Position | +7.8M | +$205.9M |
| Mirae Asset Global Investments Co., Ltd. | New Position | +6.1M | +$160.8M |
| Avantax Planning Partners, Inc. | New Position | +4.2M | +$110.0M |
| MASON STREET ADVISORS, LLC | New Position | +4.0M | +$105.8M |
| Sanctuary Advisors, LLC | New Position | +3.3M | +$87.7M |
| One Day In July LLC | New Position | +3.2M | +$85.5M |
| CWM, LLC | New Position | +2.8M | +$72.8M |
| Municipal Employees' Retirement System of Michigan | Increased | +2.8M | +$67.2M |
| THRIVENT FINANCIAL FOR LUTHERANS | New Position | +1.6M | +$41.0M |
| Envestnet Portfolio Solutions, Inc. | New Position | +1.5M | +$40.0M |
| Stratos Wealth Advisors, LLC | New Position | +1.5M | +$39.7M |
| SOFI WEALTH, LLC | New Position | +1.4M | +$37.5M |
| AE Wealth Management LLC | New Position | +1.2M | +$31.7M |
| McAdam, LLC | New Position | +1.1M | +$30.0M |
SPTL — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Fisher Asset Management, LLC | Decreased | -59.5M | -$1.6T |
| JPMORGAN CHASE & CO | Decreased | -793K | -$178.8B |
| GOLDMAN SACHS GROUP INC | Decreased | -57K | -$109.3B |
| Advocacy Wealth Management, LLC | Decreased | -104K | -$105.8B |
| STIFEL FINANCIAL CORP | Decreased | -482K | -$102.4B |
| OSAIC HOLDINGS, INC. | Decreased | -486K | -$86.5B |
| Strategic Wealth Investment Group, LLC | Decreased | -651K | -$47.3B |
| ROYAL BANK OF CANADA | Decreased | -8K | -$46.3B |
| Voya Financial Advisors, Inc. | Decreased | -112K | -$45.5B |
| RAYMOND JAMES FINANCIAL INC | Decreased | -179K | -$40.6B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Decreased | -1.1M | -$34.8B |
| UBS Group AG | Decreased | -20K | -$29.6B |
| Shepherd Financial Partners LLC | Decreased | -75K | -$27.4B |
| MERCER GLOBAL ADVISORS INC /ADV | Decreased | -29K | -$27.1B |
| RFG Advisory, LLC | Decreased | -154K | -$22.2B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 73,137,670 | $1.9B | 0.06% | Share |
| 2 | Financial Engines Advisors L.L.C. | 54,239,978 | $1.4B | 2.72% | Share |
| 3 | FMR LLC | 21,320,879 | $564.0M | 0.03% | Share |
| 4 | Municipal Employees' Retirement System of Michigan | 15,397,326 | $407.6M | 4.61% | Share |
| 5 | LPL Financial LLC | 12,110,309 | $320.0M | 0.09% | Share |
| 6 | Nan Shan Life Insurance Co., Ltd. | 10,956,900 | $290.0M | 8.92% | Share |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 10,050,511 | $266.0M | 0.08% | Share |
| 8 | BANK OF AMERICA CORP /DE/ | 8,032,277 | $212.0M | 0.02% | Share |
| 9 | MATHER GROUP, LLC. | 7,780,516 | $205.9M | 2.12% | Share |
| 10 | Cetera Investment Advisers | 6,780,475 | $179.0M | 0.20% | Share |
| 11 | Mirae Asset Global Investments Co., Ltd. | 6,073,475 | $160.8M | 0.45% | Share |
| 12 | ASSETMARK, INC | 5,796,484 | $153.4M | 0.31% | Share |
| 13 | JPMORGAN CHASE & CO | 5,471,172 | $144.0M | 0.01% | Share |
| 14 | Avantax Planning Partners, Inc. | 4,191,106 | $110.0M | 3.08% | Share |
| 15 | MASON STREET ADVISORS, LLC | 3,997,680 | $105.8M | 10.41% | Share |
| 16 | Advocacy Wealth Management, LLC | 3,827,669 | $101.3M | 4.24% | Share |
| 17 | GOLDMAN SACHS GROUP INC | 3,639,999 | $96.0M | 0.01% | Share |
| 18 | STIFEL FINANCIAL CORP | 3,287,345 | $87.0M | 0.08% | Share |
| 19 | One Day In July LLC | 3,229,859 | $85.5M | 7.02% | Share |
| 20 | CWM, LLC | 2,750,127 | $72.8M | 0.20% | Share |
| 21 | Farther Finance Advisors, LLC | 2,333,330 | $61.8M | 0.66% | Share |
| 22 | Bell Investment Advisors, Inc | 2,242 | $59.4M | 0.01% | Share |
| 23 | MORGAN STANLEY | 2,175,580 | $57.0M | 0.00% | Share |
| 24 | Destination Wealth Management | 2,133,147 | $56.5M | 1.48% | Share |
| 25 | WELLS FARGO & COMPANY/MN | 1,721,615 | $45.0M | 0.01% | Share |
| 26 | THRIVENT FINANCIAL FOR LUTHERANS | 1,560,538 | $41.0M | 0.07% | Share |
| 27 | Voya Financial Advisors, Inc. | 1,573,611 | $41.0M | 3.94% | Share |
| 28 | Envestnet Portfolio Solutions, Inc. | 1,535,570 | $40.0M | 0.14% | Share |
| 29 | Stratos Wealth Advisors, LLC | 1,500,772 | $39.7M | 1.92% | Share |
| 30 | MCMORGAN & CO LLC | 1,461,101 | $38.7M | 6.41% | Share |
| 31 | OSAIC HOLDINGS, INC. | 1,442,659 | $38.0M | 0.06% | Share |
| 32 | SOFI WEALTH, LLC | 1,415,828 | $37.5M | 1.87% | Share |
| 33 | BANK OF AMERICA CORP /DE/ | 1,435,047 | $37.0M | 0.00% | Share |
| 34 | AXXCESS WEALTH MANAGEMENT, LLC | 1,317,230 | $34.9M | 0.13% | Share |
| 35 | OSAIC HOLDINGS, INC. | 1,309,744 | $34.0M | 0.05% | Share |
| 36 | ROYAL BANK OF CANADA | 1,221,897 | $32.0M | 0.01% | Share |
| 37 | McAdam, LLC | 1,147,029 | $30.0M | 1.37% | Share |
| 38 | Strategic Wealth Investment Group, LLC | 1,104,176 | $29.2M | 3.59% | Share |
| 39 | Fisher Asset Management, LLC | 1,111,357 | $29.0M | 0.01% | Share |
| 40 | Advisory Alpha, LLC | 1,095,176 | $29.0M | 0.79% | Share |
| 41 | AE Wealth Management LLC | 1,090,538 | $28.9M | 0.17% | Share |
| 42 | UBS Group AG | 1,075,938 | $28.5M | 0.00% | Share |
| 43 | TRUIST FINANCIAL CORP | 1,063,423 | $28.1M | 0.04% | Share |
| 44 | Sanctuary Advisors, LLC | 947,843 | $25.1M | 0.14% | Share |
| 45 | MERCER GLOBAL ADVISORS INC /ADV | 977,357 | $25.0M | 0.04% | Share |
| 46 | Shepherd Financial Partners LLC | 943,628 | $25.0M | 2.31% | Share |
| 47 | O'Brien Wealth Partners LLC | 928,154 | $24.6M | 3.25% | Share |
| 48 | Sanctuary Advisors, LLC | 916,380 | $24.4M | 0.15% | Share |
| 49 | Integrated Wealth Concepts LLC | 925,275 | $24.0M | 0.29% | Share |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 896,414 | $23.8M | 0.03% | Share |
SPTL Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 459 | $9.2B | +223 |
| Q3 2025 | 236 | $8.2T | -145 |
| Q2 2025 | 381 | $7.0T | -79 |
| Q1 2025 | 460 | $9.8T | +98 |
| Q4 2024 | 362 | $526.1T | +84 |
| Q3 2024 | 278 | $7001.1T | +19 |
| Q2 2024 | 259 | $6267.2T | +20 |
| Q1 2024 | 239 | $5821.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold SPTL (State Street SPDR Portfolio Long Term Treasury ETF). The largest holder is STATE STREET CORP with $1.9B in shares. This quarter, 14 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own SPTL?
As of Q4 2025, 50 institutional investors report holding SPTL (State Street SPDR Portfolio Long Term Treasury ETF) in their 13F filings.
Who is the largest institutional holder of SPTL?
The largest institutional holder of SPTL is STATE STREET CORP with $1.9B in shares.
Is institutional ownership of SPTL increasing or decreasing?
This quarter, 14 institutions opened new positions in SPTL and 0 closed their positions.