State Street(R) SPDR(R) Portfolio Long Term Treasury ETF - COMMON STOCK (SPTL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
SPTL
Shares outstanding
418,056,452
Price per share
$26.55
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
350,554,275
Total reported value
$9,279,526,652
% of total 13F portfolios
0.02%
Share change
-35,944,206
Value change
-$952,328,599
Number of holders
460
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of State Street(R) SPDR(R) Portfolio Long Term Treasury ETF - COMMON STOCK (SPTL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 5.1% $564,363,668 21,320,879 FMR LLC 31 Dec 2025

As of 31 Dec 2025, 460 institutional investors reported holding 350,554,275 shares of State Street(R) SPDR(R) Portfolio Long Term Treasury ETF - COMMON STOCK (SPTL). This represents 84% of the company’s total 418,056,452 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of State Street(R) SPDR(R) Portfolio Long Term Treasury ETF - COMMON STOCK (SPTL) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
STATE STREET CORP 17% 73,137,670 +14% 0.06% $1,935,954,125
Financial Engines Advisors L.L.C. 13% 54,239,978 +3.9% 2.7% $1,435,732,227
FMR LLC 5.1% 21,320,879 +4.4% 0.03% $564,363,668
Municipal Employees' Retirement System of Michigan 3.7% 15,397,326 +22% 4.6% $407,567,000
LPL Financial LLC 2.9% 12,110,309 +22% 0.09% $320,559,853
Nan Shan Life Insurance Co., Ltd. 2.6% 10,956,900 0% 8.9% $290,029,143
ENVESTNET ASSET MANAGEMENT INC 2.4% 10,050,511 +14% 0.08% $266,037,037
BANK OF AMERICA CORP /DE/ 2.3% 9,603,890 +0.16% 0.02% $254,214,964
MATHER GROUP, LLC. 1.9% 7,780,516 +4% 2.1% $205,950,247
Cetera Investment Advisers 1.6% 6,780,475 +2% 0.2% $179,479,201
Mirae Asset Global Investments Co., Ltd. 1.5% 6,073,475 -9% 0.45% $160,764,883
JPMORGAN CHASE & CO 1.4% 5,846,474 -12% 0.01% $154,756,172
ASSETMARK, INC 1.4% 5,796,484 +21% 0.31% $153,432,930
GLOBALT Investments LLC / GA 1.2% 5,076,403 -3.1% 4.9% $134,372,388
Avantax Planning Partners, Inc. 1% 4,191,106 +4% 3.1% $110,938,585
GOLDMAN SACHS GROUP INC 0.96% 4,003,359 -1.4% 0.02% $105,968,923
MASON STREET ADVISORS, LLC 0.96% 3,997,680 +0.88% 11% $105,818,590
Advocacy Wealth Management, LLC 0.92% 3,827,669 -2.6% 4.2% $101,318,398
STIFEL FINANCIAL CORP 0.79% 3,320,794 -13% 0.08% $87,901,830
One Day In July LLC 0.77% 3,229,859 +10% 7% $85,494,380
OSAIC HOLDINGS, INC. 0.66% 2,757,170 -15% 0.11% $72,981,836
CWM, LLC 0.66% 2,750,127 +3.6% 0.2% $72,796,000
MORGAN STANLEY 0.64% 2,665,584 +0.28% 0% $70,558,049
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.63% 2,613,565 +102% 0.04% $69,181,074
Farther Finance Advisors, LLC 0.56% 2,333,330 +45% 0.66% $61,763,248

Institutional Holders of State Street(R) SPDR(R) Portfolio Long Term Treasury ETF - COMMON STOCK (SPTL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 350,554,275 $9,279,526,652 -$952,328,599 $26.47 460
2025 Q3 385,651,541 $10,393,159,457 +$507,673,693 $26.95 416
2025 Q2 372,306,652 $9,894,813,361 -$421,797,040 $26.58 433
2025 Q1 388,461,060 $10,585,309,830 +$329,636,121 $27.26 462
2024 Q4 377,488,642 $9,887,656,465 +$59,753,937 $26.19 461
2024 Q3 371,072,052 $10,783,234,048 +$783,708,001 $29.07 433
2024 Q2 345,201,747 $9,397,689,025 +$884,826,192 $27.22 405
2024 Q1 311,303,351 $8,696,509,536 +$1,060,339,142 $27.94 389
2023 Q4 275,277,465 $7,987,183,728 +$588,151,126 $29.02 388
2023 Q3 253,653,611 $6,633,470,140 +$948,926,968 $26.15 332
2023 Q2 216,912,232 $6,485,192,770 +$579,023,614 $29.90 330
2023 Q1 197,271,098 $6,091,333,754 +$348,754,016 $30.88 304
2022 Q4 185,878,529 $5,401,290,154 +$692,565,335 $29.03 303
2022 Q3 161,931,012 $4,798,457,549 -$251,475,549 $29.64 264
2022 Q2 170,357,917 $5,633,875,375 +$682,927,104 $33.07 252
2022 Q1 148,930,946 $5,627,970,492 +$1,479,001,645 $37.82 245
2021 Q4 109,681,773 $4,618,521,239 +$637,002,567 $42.15 243
2021 Q3 93,848,130 $3,877,319,606 +$512,030,878 $41.29 209
2021 Q2 81,634,224 $3,372,651,688 +$280,724,129 $41.30 203
2021 Q1 75,259,064 $2,937,090,584 +$826,017,485 $38.98 199
2020 Q4 53,648,793 $2,419,382,326 +$191,966,217 $45.13 214
2020 Q3 47,415,491 $2,215,383,649 +$335,351,305 $46.74 194
2020 Q2 40,597,158 $1,904,155,726 +$493,742,315 $46.91 195
2020 Q1 30,268,996 $1,429,674,681 -$102,150,662 $47.24 199
2019 Q4 33,173,881 $1,290,348,405 +$8,822,057 $38.87 175
2019 Q3 31,864,328 $1,307,283,992 -$571,447,847 $41.03 153
2019 Q2 46,139,579 $1,762,190,123 +$451,678,230 $38.16 163
2019 Q1 34,425,557 $1,252,417,370 +$76,263,054 $36.39 140
2018 Q4 31,960,837 $1,119,961,000 +$236,952,582 $35.04 128
2018 Q3 24,981,855 $843,924,135 +$125,011,577 $33.80 96
2018 Q2 21,267,731 $744,989,140 +$186,510,601 $35.03 94
2018 Q1 15,943,036 $559,398,105 +$46,242,736 $35.10 72
2017 Q4 14,566,834 $541,186,021 +$292,762,187 $36.59 69
2017 Q3 5,404,405 $389,007,481 +$15,201,185 $71.98 48
2017 Q2 5,353,348 $386,023,117 +$36,942,517 $72.11 58
2017 Q1 4,653,268 $324,403,630 +$103,958,803 $69.75 52
2016 Q4 3,016,482 $207,878,000 -$122,748,476 $68.89 55
2016 Q3 4,613,448 $364,747,000 +$115,657,668 $79.06 67
2016 Q2 3,156,250 $252,027,000 -$165,732,820 $79.82 52
2016 Q1 5,187,706 $391,046,000 +$160,429,895 $75.37 50
2015 Q4 2,707,112 $189,162,000 +$42,188,365 $69.88 46
2015 Q3 2,093,729 $149,727,000 +$56,552,227 $71.52 36
2015 Q2 1,150,223 $78,582,603 -$74,703,999 $68.32 27
2015 Q1 2,242,900 $168,722,596 +$90,086,292 $75.22 34
2014 Q4 1,046,010 $76,316,679 +$23,611,188 $72.88 25
2014 Q3 716,280 $48,450,074 +$14,258,799 $67.64 23
2014 Q2 506,167 $33,531,000 +$258,280 $66.32 22
2014 Q1 502,893 $32,080,000 +$9,503,420 $63.80 22