SPTL Institutional Ownership
State Street SPDR Portfolio Long Term Treasury ETF
1W: -1.7%
1M: -5.1%
3M: -8.6%
YTD: -9.5%
1Y: -10.9%
3Y: -0.3%
5Y: -34.9%
$23.75
-0.07 (-0.29%)
Weekly Expected Move ±1.3%
$23
$23
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPTL
531
Institutional Holders
-13 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
57
New Positions
228
Increased
195
Reduced
47
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (586 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 77,418,976 | 1.8B | +8,901,340 | +13.0% | 46Q | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 59,020,099 | 1.4B | +4,340,615 | +7.9% | 35Q | SEC ↗ |
| 3 | UBS Group AG | 23,566,242 | $560M | +10,726,824 | +83.5% | 47Q | SEC ↗ |
| 4 | Municipal Employees' Retirement System | 19,609,770 | $466M | -3,389,982 | -14.7% | 24Q | SEC ↗ |
| 5 | FMR LLC | 17,508,412 | $416M | -3,803,056 | -17.8% | 30Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 11,877,341 | $282M | +935,837 | +8.6% | 50Q | SEC ↗ |
| 7 | LPL Financial LLC | 10,918,643 | $259M | +2,179,060 | +24.9% | 44Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 9,962,748 | $237M | -4,637,069 | -31.8% | 15Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 7,325,888 | $174M | +3,728,826 | +103.7% | 10Q | SEC ↗ |
| 10 | ASSETMARK, INC | 6,114,704 | $145M | +283,768 | +4.9% | 51Q | SEC ↗ |
| 11 | GLOBALT Investments LLC / GA | 5,617,536 | $133M | +53,549 | +1.0% | 2Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 4,671,743 | $111M | -1,319,871 | -22.0% | 24Q | SEC ↗ |
| 13 | Avantax Planning Partners, Inc. | 4,547,125 | $108M | +232,863 | +5.4% | 9Q | SEC ↗ |
| 14 | Farther Finance Advisors, LLC | 4,177,217 | $99M | +783,999 | +23.1% | 15Q | SEC ↗ |
| 15 | Mirae Asset Global Investments Co., Lt | 4,024,625 | $96M | -1,087,070 | -21.3% | 10Q | SEC ↗ |
| 16 | MASON STREET ADVISORS, LLC | 4,005,960 | $95M | +7,240 | +0.2% | 9Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 3,880,404 | $92M | -8,617 | -0.2% | 23Q | SEC ↗ |
| 18 | One Day In July LLC | 3,828,998 | $91M | +277,365 | +7.8% | 11Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP | 3,131,664 | $74M | -375,481 | -10.7% | 28Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 3,102,593 | $74M | +522,569 | +20.3% | 26Q | SEC ↗ |
| 21 | CWM, LLC | 2,966,485 | $70M | +216,358 | +7.9% | 18Q | SEC ↗ |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,920,281 | $69M | +43,879 | +1.5% | 33Q | SEC ↗ |
| 23 | UBS AM, a distinct business unit of UB | 2,498,496 | $59M | -283,802 | -10.2% | 3Q | SEC ↗ |
| 24 | Destination Wealth Management | 2,235,719 | $53M | +20,648 | +0.9% | 5Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 2,055,833 | $49M | +149,685 | +7.9% | 64Q | SEC ↗ |
| 26 | MORGAN STANLEY | 2,033,216 | $48M | -1,491,173 | -42.3% | 60Q | SEC ↗ |
| 27 | Envestnet Portfolio Solutions, Inc. | 1,870,472 | $44M | +149,337 | +8.7% | 12Q | SEC ↗ |
| 28 | MATHER GROUP, LLC. | 1,870,380 | $44M | -6,355,645 | -77.3% | 17Q | SEC ↗ |
| 29 | Tennessee Valley Asset Management Part | 1,714,449 | $41M | +59,231 | +3.6% | 16Q | SEC ↗ |
| 30 | Advocacy Wealth Management, LLC | 1,614,833 | $38M | -2,363,992 | -59.4% | 11Q | SEC ↗ |
| 31 | Voya Financial Advisors, Inc. | 1,614,118 | $38M | +46,150 | +2.9% | 11Q | SEC ↗ |
| 32 | MCMORGAN & CO LLC | 1,504,389 | $36M | -11,982 | -0.8% | 21Q | SEC ↗ |
| 33 | MA Private Wealth | 1,470,776 | $35M | +65,899 | +4.7% | 12Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 1,444,132 | $34M | +29,702 | +2.1% | 53Q | SEC ↗ |
| 35 | TRUIST FINANCIAL CORP | 1,256,580 | $30M | +197,518 | +18.7% | 20Q | SEC ↗ |
| 36 | SOFI WEALTH, LLC | 1,221,059 | $29M | +81,968 | +7.2% | 7Q | SEC ↗ |
| 37 | Advisory Alpha, LLC | 1,079,040 | $26M | +15,056 | +1.4% | 10Q | SEC ↗ |
| 38 | RAYMOND JAMES FINANCIAL INC | 1,035,066 | $25M | -17,388 | -1.7% | 7Q | SEC ↗ |
| 39 | Jump Financial, LLC | 1,028,464 | $24M | +661,490 | +180.3% | 6Q | SEC ↗ |
| 40 | Gradient Investments LLC | 953,502 | $23M | +153,041 | +19.1% | 7Q | SEC ↗ |
| 41 | Sanctuary Advisors, LLC | 927,836 | $22M | -142,099 | -13.3% | 9Q | SEC ↗ |
| 42 | Wealthspire Advisors, LLC | 870,699 | $21M | +858,442 | +7003.7% | 6Q | SEC ↗ |
| 43 | Vestmark Advisory Solutions, Inc. | 861,975 | $20M | +354,660 | +69.9% | 4Q | SEC ↗ |
| 44 | Strategic Wealth Investment Group, LLC | 860,439 | $20M | -250,670 | -22.6% | 9Q | SEC ↗ |
| 45 | GM Advisory Group, LLC | 845,860 | $20M | +19,663 | +2.4% | 16Q | SEC ↗ |
| 46 | Integrated Wealth Concepts LLC | 845,094 | $20M | -99,466 | -10.5% | 21Q | SEC ↗ |
| 47 | ELEVATION POINT WEALTH PARTNERS, LLC | 834,847 | $20M | +343,627 | +70.0% | 4Q | SEC ↗ |
| 48 | McAdam, LLC | 834,106 | $20M | -367,350 | -30.6% | 39Q | SEC ↗ |
| 49 | Thrivent Financial for Lutherans | 814,697 | $19M | -921,096 | -53.1% | 11Q | SEC ↗ |
| 50 | AMERIPRISE FINANCIAL INC | 809,354 | $19M | -40,042 | -4.7% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 783,962 | $19M |
| Quadrature Capital Ltd | 657,621 | $16M |
| IFG Advisory, LLC | 430,257 | $10M |
| OPPENHEIMER & CO INC | 345,312 | $8M |
| Independence Wealth Advisors, LLC | 279,912 | $7M |
| My Portfolio Guide, LLC | 139,530 | $3M |
| Prime Capital Investment Advisors, | 136,763 | $3M |
| FLOW TRADERS U.S. LLC | 128,091 | $3M |
| TWO SIGMA SECURITIES, LLC | 114,040 | $3M |
| CITADEL ADVISORS LLC | 62,676 | $1M |
| Professional Financial Management, | 55,917 | $1M |
| BIP Wealth, LLC | 52,222 | $1M |
| Edgestream Partners, L.P. | 40,554 | $963K |
| BlueChip Wealth Advisors LLC | 39,195 | $931K |
| CFO4Life Group, LLC | 36,423 | $865K |
| Diversify Advisory Services, LLC | 28,803 | $684K |
| Venture Visionary Partners LLC | 24,391 | $579K |
| SMART Wealth LLC | 24,167 | $574K |
| Keeler Thomas Management LLC | 20,689 | $491K |
| Midwest Financial Network, LLC | 19,452 | $462K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Nan Shan Life Insurance Co., Ltd. | 10,956,900 | $260M |
| Stratos Wealth Advisors, LLC | 1,552,607 | $37M |
| OKABENA INVESTMENT SERVICES INC | 152,960 | $4M |
| BAILARD, INC. | 141,845 | $3M |
| 25 LLC | 64,896 | $2M |
| Fort Point Capital Partners LLC | 55,165 | $1M |
| Apollon Financial, LLC | 47,217 | $1M |
| Magnus Financial Group LLC | 43,639 | $1M |
| OLD MISSION CAPITAL LLC | 42,006 | $998K |
| UPTICK PARTNERS, LLC | 31,284 | $743K |
| Oregon Pacific Wealth Management, L | 24,939 | $592K |
| JOURNEY RETIREMENT PLANNING & INVES | 24,420 | $580K |
| Private Wealth Advisors, LLC | 21,426 | $509K |
| SCS Capital Management LLC | 20,928 | $497K |
| Q3 Asset Management | 18,050 | $429K |
| Cresset Asset Management, LLC | 16,172 | $384K |
| JMN Financial LLC | 15,600 | $370K |
| APS Management Group, Inc. | 14,576 | $346K |
| TBH Global Asset Management, LLC | 14,526 | $345K |
| IAMS WEALTH MANAGEMENT, LLC | 14,108 | $335K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +10,726,824 | +83.5% | 23,566,242 |
| STATE STREET CORP | +8,901,340 | +13.0% | 77,418,976 |
| Financial Engines Advisors L.L.C. | +4,340,615 | +7.9% | 59,020,099 |
| GOLDMAN SACHS GROUP INC | +3,728,826 | +103.7% | 7,325,888 |
| LPL Financial LLC | +2,179,060 | +24.9% | 10,918,643 |
| ENVESTNET ASSET MANAGEMENT INC | +935,837 | +8.6% | 11,877,341 |
| Wealthspire Advisors, LLC | +858,442 | +7003.7% | 870,699 |
| Farther Finance Advisors, LLC | +783,999 | +23.1% | 4,177,217 |
| Jump Financial, LLC | +661,490 | +180.3% | 1,028,464 |
| OSAIC HOLDINGS, INC. | +522,569 | +20.3% | 3,102,593 |
| Vestmark Advisory Solutions, Inc. | +354,660 | +69.9% | 861,975 |
| ELEVATION POINT WEALTH PARTNERS, LL | +343,627 | +70.0% | 834,847 |
| ASSETMARK, INC | +283,768 | +4.9% | 6,114,704 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +278,494 | +402.8% | 347,626 |
| One Day In July LLC | +277,365 | +7.8% | 3,828,998 |
| Gibbs Wealth Management | +265,040 | +79.2% | 599,839 |
| Avantax Planning Partners, Inc. | +232,863 | +5.4% | 4,547,125 |
| CWM, LLC | +216,358 | +7.9% | 2,966,485 |
| Equitable Holdings, Inc. | +208,096 | +40.3% | 724,255 |
| Keystone Financial Group | +202,388 | +61.0% | 533,951 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MATHER GROUP, LLC. | -6,355,645 | -77.3% | 1,870,380 |
| BANK OF AMERICA CORP /DE | -4,637,069 | -31.8% | 9,962,748 |
| FMR LLC | -3,803,056 | -17.8% | 17,508,412 |
| Municipal Employees' Retirement Sys | -3,389,982 | -14.7% | 19,609,770 |
| Advocacy Wealth Management, LLC | -2,363,992 | -59.4% | 1,614,833 |
| MORGAN STANLEY | -1,491,173 | -42.3% | 2,033,216 |
| JPMORGAN CHASE & CO | -1,319,871 | -22.0% | 4,671,743 |
| Mirae Asset Global Investments Co., | -1,087,070 | -21.3% | 4,024,625 |
| Thrivent Financial for Lutherans | -921,096 | -53.1% | 814,697 |
| SPINNAKER TRUST | -635,729 | -98.4% | 10,184 |
| AE Wealth Management LLC | -476,019 | -58.3% | 339,937 |
| Shepherd Financial Partners LLC | -449,442 | -44.2% | 567,072 |
| AlphaStar Capital Management, LLC | -433,434 | -82.5% | 92,190 |
| NewEdge Advisors, LLC | -384,848 | -63.8% | 218,088 |
| STIFEL FINANCIAL CORP | -375,481 | -10.7% | 3,131,664 |
| McAdam, LLC | -367,350 | -30.6% | 834,106 |
| Security Financial Services, INC. | -344,973 | -43.8% | 442,106 |
| Mariner, LLC | -307,089 | -44.3% | 386,385 |
| UBS AM, a distinct business unit of | -283,802 | -10.2% | 2,498,496 |
| Summit Trail Advisors, LLC | -275,326 | -86.5% | 42,862 |