Who Owns State Street SPDR Portfolio Long Term Treasury ETF (SPTL)?Hedge Fund & Institutional Holders

$26.27-0.10 (-0.40%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.9350001435732565e+258T

% of Float Held

QoQ Change in Holders

+14 / -0

Price History

$25.35$26.48$27.61$28.74$29.87Sep 24Jun 25Mar 26

SPTL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew 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, LLCNew Position+4.0M+$105.8M
Sanctuary Advisors, LLCNew Position+3.3M+$87.7M
One Day In July LLCNew Position+3.2M+$85.5M
CWM, LLCNew Position+2.8M+$72.8M
Municipal Employees' Retirement System of MichiganIncreased+2.8M+$67.2M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+1.6M+$41.0M
Envestnet Portfolio Solutions, Inc.New Position+1.5M+$40.0M
Stratos Wealth Advisors, LLCNew Position+1.5M+$39.7M
SOFI WEALTH, LLCNew Position+1.4M+$37.5M
AE Wealth Management LLCNew Position+1.2M+$31.7M
McAdam, LLCNew Position+1.1M+$30.0M

SPTL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Fisher Asset Management, LLCDecreased-59.5M-$1.6T
JPMORGAN CHASE & CODecreased-793K-$178.8B
GOLDMAN SACHS GROUP INCDecreased-57K-$109.3B
Advocacy Wealth Management, LLCDecreased-104K-$105.8B
STIFEL FINANCIAL CORPDecreased-482K-$102.4B
OSAIC HOLDINGS, INC.Decreased-486K-$86.5B
Strategic Wealth Investment Group, LLCDecreased-651K-$47.3B
ROYAL BANK OF CANADADecreased-8K-$46.3B
Voya Financial Advisors, Inc.Decreased-112K-$45.5B
RAYMOND JAMES FINANCIAL INCDecreased-179K-$40.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1.1M-$34.8B
UBS Group AGDecreased-20K-$29.6B
Shepherd Financial Partners LLCDecreased-75K-$27.4B
MERCER GLOBAL ADVISORS INC /ADVDecreased-29K-$27.1B
RFG Advisory, LLCDecreased-154K-$22.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1STATE STREET CORP73,137,670$1.9B0.06%Share
2Financial Engines Advisors L.L.C.54,239,978$1.4B2.72%Share
3FMR LLC21,320,879$564.0M0.03%Share
4Municipal Employees' Retirement System of Michigan15,397,326$407.6M4.61%Share
5LPL Financial LLC12,110,309$320.0M0.09%Share
6Nan Shan Life Insurance Co., Ltd.10,956,900$290.0M8.92%Share
7ENVESTNET ASSET MANAGEMENT INC10,050,511$266.0M0.08%Share
8BANK OF AMERICA CORP /DE/8,032,277$212.0M0.02%Share
9MATHER GROUP, LLC.7,780,516$205.9M2.12%Share
10Cetera Investment Advisers6,780,475$179.0M0.20%Share
11Mirae Asset Global Investments Co., Ltd.6,073,475$160.8M0.45%Share
12ASSETMARK, INC5,796,484$153.4M0.31%Share
13JPMORGAN CHASE & CO5,471,172$144.0M0.01%Share
14Avantax Planning Partners, Inc.4,191,106$110.0M3.08%Share
15MASON STREET ADVISORS, LLC3,997,680$105.8M10.41%Share
16Advocacy Wealth Management, LLC3,827,669$101.3M4.24%Share
17GOLDMAN SACHS GROUP INC3,639,999$96.0M0.01%Share
18STIFEL FINANCIAL CORP3,287,345$87.0M0.08%Share
19One Day In July LLC3,229,859$85.5M7.02%Share
20CWM, LLC2,750,127$72.8M0.20%Share
21Farther Finance Advisors, LLC2,333,330$61.8M0.66%Share
22Bell Investment Advisors, Inc2,242$59.4M0.01%Share
23MORGAN STANLEY2,175,580$57.0M0.00%Share
24Destination Wealth Management2,133,147$56.5M1.48%Share
25WELLS FARGO & COMPANY/MN1,721,615$45.0M0.01%Share
26THRIVENT FINANCIAL FOR LUTHERANS1,560,538$41.0M0.07%Share
27Voya Financial Advisors, Inc.1,573,611$41.0M3.94%Share
28Envestnet Portfolio Solutions, Inc.1,535,570$40.0M0.14%Share
29Stratos Wealth Advisors, LLC1,500,772$39.7M1.92%Share
30MCMORGAN & CO LLC1,461,101$38.7M6.41%Share
31OSAIC HOLDINGS, INC.1,442,659$38.0M0.06%Share
32SOFI WEALTH, LLC1,415,828$37.5M1.87%Share
33BANK OF AMERICA CORP /DE/1,435,047$37.0M0.00%Share
34AXXCESS WEALTH MANAGEMENT, LLC1,317,230$34.9M0.13%Share
35OSAIC HOLDINGS, INC.1,309,744$34.0M0.05%Share
36ROYAL BANK OF CANADA1,221,897$32.0M0.01%Share
37McAdam, LLC1,147,029$30.0M1.37%Share
38Strategic Wealth Investment Group, LLC1,104,176$29.2M3.59%Share
39Fisher Asset Management, LLC1,111,357$29.0M0.01%Share
40Advisory Alpha, LLC1,095,176$29.0M0.79%Share
41AE Wealth Management LLC1,090,538$28.9M0.17%Share
42UBS Group AG1,075,938$28.5M0.00%Share
43TRUIST FINANCIAL CORP1,063,423$28.1M0.04%Share
44Sanctuary Advisors, LLC947,843$25.1M0.14%Share
45MERCER GLOBAL ADVISORS INC /ADV977,357$25.0M0.04%Share
46Shepherd Financial Partners LLC943,628$25.0M2.31%Share
47O'Brien Wealth Partners LLC928,154$24.6M3.25%Share
48Sanctuary Advisors, LLC916,380$24.4M0.15%Share
49Integrated Wealth Concepts LLC925,275$24.0M0.29%Share
50WEALTH ENHANCEMENT ADVISORY SERVICES, LLC896,414$23.8M0.03%Share

SPTL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025459$9.2B+223
Q3 2025236$8.2T-145
Q2 2025381$7.0T-79
Q1 2025460$9.8T+98
Q4 2024362$526.1T+84
Q3 2024278$7001.1T+19
Q2 2024259$6267.2T+20
Q1 2024239$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.