Who owns State Street SPDR Portfolio Long Term Treasury ETF?
Institutional ownership of SPTL from SEC Form 13F filings across 285 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
285
13F holders
$4.17B
value, 2026 filers
38.8%
of shares outstanding (162.0M sh)
39
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SPTL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 23.6M | $618.1M | 0.1% | 5.6% | +83.5% |
| 2 | FMR LLC | 17.5M | $459.2M | 0.0% | 4.2% | -17.8% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 11.9M | $311.5M | 0.1% | 2.8% | +8.6% |
| 4 | LPL Financial LLC | 10.9M | $286.4M | 0.1% | 2.6% | +24.9% |
| 5 | BANK OF AMERICA CORP /DE/ | 10.0M | $261.3M | 0.0% | 2.4% | -31.8% |
| 6 | GOLDMAN SACHS GROUP INC | 7.3M | $192.2M | 0.0% | 1.8% | +103.7% |
| 7 | ASSETMARK, INC | 6.1M | $160.4M | 0.3% | 1.5% | +4.9% |
| 8 | JPMORGAN CHASE & CO | 4.7M | $123.9M | 0.0% | 1.1% | -22.0% |
| 9 | Avantax Planning Partners, Inc. | 4.5M | $119.3M | 3.0% | 1.1% | +5.4% |
| 10 | Mirae Asset Global Investments Co., Ltd. | 4.0M | $105.6M | 0.2% | 1% | -21.3% |
| 11 | Cetera Investment Advisers | 3.9M | $101.8M | 0.1% | 0.9% | -0.2% |
| 12 | STIFEL FINANCIAL CORP | 3.1M | $82.1M | 0.1% | 0.8% | -10.7% |
| 13 | OSAIC HOLDINGS, INC. | 3.1M | $81.4M | 0.1% | 0.7% | +20.3% |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.9M | $76.6M | 0.0% | 0.7% | +1.5% |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.5M | $65.5M | 0.0% | 0.6% | -10.2% |
| 16 | WELLS FARGO & COMPANY/MN | 2.1M | $53.9M | 0.0% | 0.5% | +7.9% |
| 17 | MORGAN STANLEY | 2.0M | $53.3M | 0.0% | 0.5% | -42.3% |
| 18 | Envestnet Portfolio Solutions, Inc. | 1.9M | $49.1M | 0.2% | 0.4% | +8.7% |
| 19 | MATHER GROUP, LLC. | 1.9M | $49.1M | 0.4% | 0.4% | -77.3% |
| 20 | Tennessee Valley Asset Management Partners | 1.7M | $45.0M | 5.0% | 0.4% | +3.6% |
| 21 | Integrated Wealth Concepts LLC | 1.5M | $39.3M | 0.2% | 0.4% | +58.8% |
| 22 | ROYAL BANK OF CANADA | 1.4M | $37.9M | 0.0% | 0.3% | +2.1% |
| 23 | TRUIST FINANCIAL CORP | 1.3M | $33.0M | 0.0% | 0.3% | +18.7% |
| 24 | Advisory Alpha, LLC | 1.1M | $28.3M | 0.7% | 0.3% | +1.4% |
| 25 | RAYMOND JAMES FINANCIAL INC | 1.0M | $27.1M | 0.0% | 0.2% | -1.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.