Security record
SPTL
State Street SPDR Portfolio Long Term Treasury ETF · Financial Services · Asset Management - Bonds
63Tracked holders
+3Δ holders
263.40MShares held
$6.91BReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow +7.9% ·
net new positions +4.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 63 | +3 | 263.40M | $6.91B | +3 | — |
| Q1 2026 | 61 | +6 | 247.08M | $6.50B | +6 | — |
| Q4 2025 | 55 | -1 | 237.90M | $6.30B | — | −1 |
| Q3 2025 | 9 | 0 | 165.62M | $4.46B | — | — |
| Q2 2025 | 6 | 0 | 143.51M | $3.81B | — | — |
| Q1 2025 | 4 | +1 | 113.87M | $3.10B | +1 | — |
| Q4 2024 | 3 | -1 | 108.94M | $2.85B | — | −1 |
| Q3 2024 | 3 | +2 | 48.13M | $1.40B | +2 | — |
| Q2 2024 | 1 | — | 39.75M | $1.08B | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 77.42M | +13.0% | $2.03B | 0.1% | ▲ Add | 7 | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 59.02M | +7.9% | $1.55B | 2.7% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 23.57M | +83.5% | $618.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 23.57M | +83.5% | $618.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 17.51M | -17.9% | $459.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 11.88M | +8.6% | $311.54M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 10.92M | +24.9% | $286.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 9.96M | -31.8% | $261.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 9.96M | -31.8% | $261.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 9.96M | -31.8% | $261.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 7.33M | +103.7% | $192.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 7.33M | +103.7% | $192.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Assetmark, Inc | 6.11M | +4.9% | $160.39M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 4.67M | -22.0% | $123.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 4.67M | -22.0% | $123.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 4.67M | -22.0% | $123.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 4.67M | -22.0% | $123.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 4.67M | -22.0% | $123.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Mirae Asset Global Investments Co.… | 4.02M | -21.3% | $105.57M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 3.88M | -0.2% | $101.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 3.13M | -10.7% | $82.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 3.13M | -10.7% | $82.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 3.13M | -10.7% | $82.14M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 3.10M | +20.2% | $81.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 3.10M | +20.2% | $81.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 3.10M | +20.2% | $81.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 3.10M | +20.2% | $81.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 2.92M | +1.5% | $76.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 2.50M | -10.2% | $65.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 2.06M | +7.8% | $53.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 2.06M | +7.8% | $53.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 2.06M | +7.8% | $53.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.03M | -42.3% | $53.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.03M | -42.3% | $53.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 2.03M | -42.3% | $53.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 2.03M | -42.3% | $53.33M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Royal Bank Of Canada | 1.44M | +2.1% | $37.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 1.44M | +2.1% | $37.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 1.44M | +2.1% | $37.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Royal Bank Of Canada | 1.44M | +2.1% | $37.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Royal Bank Of Canada | 1.44M | +2.1% | $37.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Royal Bank Of Canada | 1.44M | +2.1% | $37.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Truist Financial Corp | 1.26M | +18.6% | $32.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Truist Financial Corp | 1.26M | +18.6% | $32.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Raymond James Financial Inc | 1.04M | -1.6% | $27.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Raymond James Financial Inc | 1.04M | -1.6% | $27.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Raymond James Financial Inc | 1.04M | -1.6% | $27.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 809.35K | -4.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 809.35K | -4.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 809.35K | -4.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Charles Schwab Investment… | 783.96K | -1.1% | $20.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Citigroup Inc | 577.02K | +31.0% | $15.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Fisher Asset Management ✦ | 571.14K | -21.0% | $14.98M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 54 | Cerity Partners LLC | 551.21K | +28.2% | $14.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 533.70K | +1.0% | $13.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Tidal Investments LLC | 474.91K | +2.9% | $12.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | HighTower Advisors, LLC | 452.90K | +4.9% | $11.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Jane Street Group, Llc | 396.70K | +29.8% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Mariner, LLC | 386.38K | -44.3% | $10.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Mariner, LLC | 386.38K | -44.3% | $10.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 347.63K | +402.8% | $9.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Susquehanna International Group, Llp | 347.63K | +402.8% | $9.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Mml Investors Services, Llc | 302.35K | +46.7% | $7.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Sei Investments Co | 229.98K | +14.9% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Sei Investments Co | 229.98K | +14.9% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 209.96K | +10.6% | $5.51M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 67 | Hrt Financial Lp | 158.36K | +86.7% | $4.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Baird Financial Group, Inc. | 116.19K | -55.7% | $3.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Mercer Global Advisors Inc /Adv | 106.60K | -33.9% | $2.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Rockefeller Capital Management L.P. | 97.08K | +7.1% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Rockefeller Capital Management L.P. | 97.08K | +7.1% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Rockefeller Capital Management L.P. | 97.08K | +7.1% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Fifth Third Bancorp | 85.06K | +19.8% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Commonwealth Equity Services, Llc | 81.60K | -3.4% | $2.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Citadel Advisors ✦ | 62.68K | New | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 61.95K | +151.7% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 61.95K | +151.7% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Pnc Financial Services Group, Inc. | 61.95K | +151.7% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 49.70K | -57.1% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 49.70K | -57.1% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 49.70K | -57.1% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Jones Financial Companies Lllp | 42.50K | +16.4% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Tudor Investment Corp Et Al | 27.99K | +140.7% | $734,230 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Manufacturers Life Insurance… | 20.58K | -33.8% | $539,813 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Asset Management One Co., Ltd. | 17.77K | New | $466,081 | 0.0% | New | 1 | SEC ↗ |
| 86 | Captrust Financial Advisors | 12.83K | New | $336,578 | 0.0% | New | 1 | SEC ↗ |
| 87 | Lido Advisors, LLC | 12.59K | -22.8% | $330,319 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Lido Advisors, LLC | 12.59K | -22.8% | $330,319 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 11.45K | +1.8% | $300,438 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Quantinno Capital Management LP | 10.05K | -6.3% | $263,561 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Creative Planning | 9.39K | -12.1% | $246,398 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | BlackRock ✦ (passive) | 4.75K | +174.1% | $124,602 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 93 | Blair William & Co/Il | 4.67K | +10.8% | $122,573 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | TD Waterhouse Canada Inc. | 4.41K | 0.0% | $114,720 | 0.0% | Held | 3 | SEC ↗ |
| 95 | Qube Research & Technologies Ltd | 3.15K | +207.7% | $82,493 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Us Bancorp \De\ | 701 | +537.3% | $18,387 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | National Bank Of Canada /Fi/ | 489 | +2473.7% | $12,822 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Russell Investments Group, Ltd. | 341 | +34000.0% | $8,945 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Simplex Trading, Llc | 167 | -93.1% | $4,380 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Kayne Anderson Rudnick Investment… | 150 | 0.0% | $3,933 | 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
| Citadel Advisors | $1.64M | 0.0% |
| Asset Management One Co., Ltd. | $466,081 | 0.0% |
| Captrust Financial Advisors | $336,578 | 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: Q2 2026 ·
Methodology ·
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