Security record · archived quarter
SPTL
State Street SPDR Portfolio Long Term Treasury ETF · Financial Services · Asset Management - Bonds
61Tracked holders
+6Δ holders
247.08MShares held
$6.50BReported value
+6New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +10.9% ·
share flow +3.9% ·
net new positions +9.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 62 | +3 | 262.95M | $6.90B | +3 | −1 |
| Q1 2026 | 61 | +6 | 247.08M | $6.50B | +6 | n/a |
| Q4 2025 | 55 | -1 | 237.90M | $6.30B | n/a | −1 |
| Q3 2025 | 9 | 0 | 165.62M | $4.46B | n/a | n/a |
| Q2 2025 | 6 | 0 | 143.51M | $3.81B | n/a | n/a |
| Q1 2025 | 4 | +1 | 113.87M | $3.10B | +1 | n/a |
| Q4 2024 | 3 | -1 | 108.94M | $2.85B | n/a | −1 |
| Q3 2024 | 3 | +2 | 48.13M | $1.40B | +2 | n/a |
| Q2 2024 | 1 | n/a | 39.75M | $1.08B | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 68.52M | -6.3% | $1.80B | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 54.68M | +0.8% | $1.44B | 2.9% | ▲ Add | 2 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 21.31M | 0.0% | $560.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 14.60M | +52.0% | $383.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | UBS Group AG | 12.84M | +1091.1% | $337.68M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 10.94M | +8.9% | $287.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 8.74M | -27.8% | $229.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 5.99M | +2.5% | $157.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Assetmark, Inc | 5.83M | +0.6% | $153.35M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 10 | Mirae Asset Global Investments Co.… | 5.11M | -15.8% | $134.44M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 3.89M | -42.6% | $102.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 3.60M | -10.2% | $94.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 3.52M | +32.2% | $92.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 14 | Stifel Financial Corp | 3.51M | +5.6% | $92.24M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Cwm, Llc | 2.97M | +7.9% | $78.02M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 2.88M | +10.1% | $75.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS AM, a distinct business unit of… | 2.78M | +571.2% | $73.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 2.58M | -6.4% | $67.85M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Wells Fargo & Company/Mn | 1.91M | +4.0% | $50.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Royal Bank Of Canada | 1.41M | -17.4% | $37.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 21 | Truist Financial Corp | 1.06M | -0.4% | $27.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Raymond James Financial Inc | 1.05M | -20.7% | $27.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Ameriprise Financial Inc | 849.40K | +8.7% | $22.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Charles Schwab Investment… | 792.56K | -1.3% | $20.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fisher Asset Management ✦ | 722.79K | -35.0% | $19.01M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 26 | Mariner, LLC | 693.47K | +4.7% | $18.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Wealth Enhancement Advisory… | 528.57K | -41.0% | $13.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Tidal Investments LLC | 461.74K | New | $12.14M | 0.0% | New | 1 | SEC ↗ |
| 29 | Citigroup Inc | 440.55K | -14.1% | $11.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 431.87K | +68.3% | $11.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 430.09K | New | $11.31M | 0.0% | New | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 305.59K | +250.8% | $8.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 262.21K | +21.5% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 206.12K | -5.7% | $5.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Sei Investments Co | 200.07K | New | $5.26M | 0.0% | New | 1 | SEC ↗ ×2 |
| 36 | AQR Capital Management ✦ | 189.79K | +63.7% | $4.99M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 161.34K | -83.5% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 115.84K | +10.4% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 39 | Rockefeller Capital Management L.P. | 90.66K | -3.3% | $2.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | Hrt Financial Lp | 84.83K | New | $2.23M | 0.0% | New | 1 | SEC ↗ |
| 41 | Commonwealth Equity Services, Llc | 84.45K | +3.7% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 71.02K | +8275.5% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 69.13K | +373.5% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Jones Financial Companies Lllp | 36.50K | +15.8% | $948,610 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Manufacturers Life Insurance… | 31.09K | -17.2% | $817,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 24.61K | -38.9% | $647,257 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Lido Advisors, LLC | 16.32K | -83.3% | $429,231 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Tudor Investment Corp Et Al | 11.63K | -11.9% | $305,922 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 11.25K | 0.0% | $295,875 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 10.72K | -5.2% | $281,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Creative Planning | 10.69K | -0.1% | $281,106 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 4.41K | +0.7% | $115,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Blair William & Co/Il | 4.22K | -34.8% | $110,907 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Simplex Trading, Llc | 2.42K | -89.5% | $63,646 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | BlackRock ✦ (passive) | 1.73K | -99.0% | $45,578 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Qube Research & Technologies Ltd | 1.02K | +55.1% | $26,879 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Kayne Anderson Rudnick Investment… | 150 | New | $3,945 | 0.0% | New | 1 | SEC ↗ |
| 58 | Allspring Global Investments… | 123 | New | $3,234 | 0.0% | New | 1 | SEC ↗ |
| 59 | Us Bancorp \De\ | 110 | -90.4% | $2,893 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 19 | 0.0% | $499 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 1 | 0.0% | $25 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Tidal Investments LLC | $12.14M | 0.0% |
| Cerity Partners LLC | $11.31M | 0.0% |
| Sei Investments Co | $5.26M | 0.0% |
| Hrt Financial Lp | $2.23M | 0.0% |
| Kayne Anderson Rudnick… | $3,945 | 0.0% |
| Allspring Global Investments… | $3,234 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 476 holders, 354.89M shares, $8.63B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
Get this via the API