SPTL Institutional Ownership & Shareholders
SPDR PORT LNG TRM TRSRY (SPTL) is currently held by 486 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.04B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
State Street Corp is currently the largest disclosed institutional shareholder of SPTL tracked by InsiderSet, reporting ownership valued at approximately $2.03B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.93B, representing an estimated loss of -5.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed SPTL value among the investors covered in this analysis. Major shareholders include State Street Corp, Financial Engines Advisors L.L.C., Ubs Group Ag, and several other long-term asset managers with concentrated positions in SPDR PORT LNG TRM TRSRY (SPTL).
This page ranks the largest institutional SPTL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
486
Total Reported Value
$9.04B
Largest Holder
State Street Corp
Largest Position
$2.03B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| State Street Corp | 0.06% | 77,418,976 | $2,030,699,740 | $1,925,409,933 | -$105,289,807 | -5.18% | |
| Financial Engines Advisors L.L.C. | 2.75% | 59,020,099 | $1,548,097,194 | $1,467,829,862 | -$80,267,332 | -5.18% | |
| Ubs Group Ag | 0.10% | 23,566,242 | $618,142,528 | $586,092,439 | -$32,050,089 | -5.18% | |
| Fmr Llc | 0.02% | 17,508,412 | $459,245,658 | $435,434,206 | -$23,811,452 | -5.18% | |
| Envestnet Asset Management Inc | 0.07% | 11,877,341 | $311,542,654 | $295,389,471 | -$16,153,183 | -5.18% | |
| Lpl Financial Llc | 0.06% | 10,918,643 | $286,395,980 | $271,546,651 | -$14,849,329 | -5.18% | |
| Bank Of America Corp | 0.02% | 9,962,748 | $261,322,885 | $247,773,543 | -$13,549,342 | -5.18% | |
| Goldman Sachs Group Inc | 0.02% | 7,325,888 | $192,158,053 | $182,194,835 | -$9,963,218 | -5.18% | |
| Assetmark, Inc | 0.29% | 7,118,535 | $169,777,071 | $177,037,965 | +$7,260,894 | +4.28% | |
| Globalt Investments Llc / Ga | 4.51% | 5,486,501 | $130,853,059 | $136,449,280 | +$5,596,221 | +4.28% | |
| Jpmorgan Chase & Co | 0.01% | 4,671,743 | $123,894,642 | $116,186,248 | -$7,708,394 | -6.22% | |
| Avantax Planning Partners, Inc. | 2.97% | 4,547,125 | $119,271,092 | $113,086,999 | -$6,184,093 | -5.18% | |
| Farther Finance Advisors, Llc | 0.82% | 4,847,123 | $115,603,882 | $120,547,949 | +$4,944,067 | +4.28% | |
| Mason Street Advisors, Llc | 9.47% | 4,005,960 | $105,076,331 | $99,628,225 | -$5,448,106 | -5.18% | |
| Cetera Investment Advisers | 0.09% | 3,880,404 | $101,782,997 | $96,505,647 | -$5,277,350 | -5.18% | |
| Mirae Asset Global Investments Co., Ltd. | 0.17% | 4,023,982 | $95,971,971 | $100,076,432 | +$4,104,461 | +4.28% | |
| One Day In July Llc | 6.37% | 3,880,155 | $92,541,686 | $96,499,455 | +$3,957,769 | +4.28% | |
| Stifel Financial Corp | 0.07% | 3,131,664 | $82,143,970 | $77,884,484 | -$4,259,486 | -5.19% | |
| Osaic Holdings, Inc. | 0.10% | 3,102,593 | $81,381,998 | $77,161,488 | -$4,220,510 | -5.19% | |
| Cwm, Llc | 0.21% | 2,966,485 | $78,018,550 | $73,776,482 | -$4,242,068 | -5.44% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 2,782,298 | $73,174,437 | $69,195,751 | -$3,978,686 | -5.44% | |
| Destination Wealth Management | 1.37% | 2,235,719 | $58,642,899 | $55,602,332 | -$3,040,567 | -5.18% | |
| Wells Fargo & Company/Mn | 0.01% | 2,055,833 | $53,924,501 | $51,128,567 | -$2,795,934 | -5.18% | |
| Morgan Stanley | 0.00% | 2,033,216 | $53,331,302 | $50,566,082 | -$2,765,220 | -5.18% | |
| Envestnet Portfolio Solutions, Inc. | 0.23% | 1,870,472 | $49,058,105 | $46,518,639 | -$2,539,466 | -5.18% | |
| Tennessee Valley Asset Management Partners | 4.96% | 1,714,449 | $44,970,012 | $42,638,347 | -$2,331,665 | -5.18% | |
| Voya Financial Advisors, Inc. | 3.77% | 1,614,118 | $42,806,364 | $40,143,115 | -$2,663,249 | -6.22% | |
| Advocacy Wealth Management, Llc | 1.54% | 1,614,833 | $42,357,069 | $40,160,897 | -$2,196,172 | -5.18% | |
| Mcmorgan & Co Llc | 5.94% | 1,504,389 | $39,460,132 | $37,414,154 | -$2,045,978 | -5.18% | |
| Ma Private Wealth | 5.75% | 1,470,776 | $38,578,467 | $36,578,199 | -$2,000,268 | -5.18% | |
| Royal Bank Of Canada | 0.01% | 1,444,132 | $37,879,000 | $35,915,563 | -$1,963,437 | -5.18% | |
| Truist Financial Corp | 0.03% | 1,232,068 | $29,384,813 | $30,641,531 | +$1,256,718 | +4.28% | |
| Advisory Alpha, Llc | 0.69% | 1,079,040 | $28,304,340 | $26,835,725 | -$1,468,615 | -5.19% | |
| Raymond James Financial Inc | 0.01% | 1,035,066 | $27,149,780 | $25,742,091 | -$1,407,689 | -5.18% | |
| Jump Financial, Llc | 0.24% | 1,028,464 | $26,976,611 | $25,577,900 | -$1,398,711 | -5.18% | |
| Sanctuary Advisors, Llc | 0.11% | 927,836 | $24,337,148 | $23,075,281 | -$1,261,867 | -5.18% | |
| Concurrent Investment Advisors, Llc | 0.16% | 984,208 | $23,473,367 | $24,477,253 | +$1,003,886 | +4.28% | |
| Gradient Investments Llc | 0.33% | 978,923 | $23,347,318 | $24,345,815 | +$998,497 | +4.28% | |
| Wealthspire Advisors, Llc | 0.13% | 870,699 | $22,838,450 | $21,654,284 | -$1,184,166 | -5.18% | |
| Vestmark Advisory Solutions, Inc. | 0.21% | 861,975 | $22,609,600 | $21,437,318 | -$1,172,282 | -5.18% | |
| Gm Advisory Group, Llc | 0.86% | 845,860 | $22,246,105 | $21,036,538 | -$1,209,567 | -5.44% | |
| Integrated Wealth Concepts Llc | 0.14% | 845,094 | $22,166,832 | $21,017,488 | -$1,149,344 | -5.18% | |
| Elevation Point Wealth Partners, Llc | 0.41% | 834,847 | $21,898,032 | $20,762,645 | -$1,135,387 | -5.18% | |
| New Harbor Financial Group, Llc | 3.31% | 903,197 | $21,541,245 | $22,462,509 | +$921,264 | +4.28% | |
| Thrivent Financial For Lutherans | 0.04% | 814,697 | $21,369,000 | $20,261,514 | -$1,107,486 | -5.18% | |
| Ameriprise Financial Inc | 0.00% | 809,354 | $21,228,446 | $20,128,634 | -$1,099,812 | -5.18% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 869,531 | $20,738,309 | $21,625,236 | +$886,927 | +4.28% | |
| Roberts Financial Services Llc | 6.07% | 863,949 | $20,605,178 | $21,486,412 | +$881,234 | +4.28% | |
| Charles Schwab Investment Management Inc | 0.00% | 783,962 | $20,563,323 | $19,497,135 | -$1,066,188 | -5.18% | |
| Strategic Wealth Investment Group, Llc | 2.50% | 846,785 | $20,195,822 | $21,059,543 | +$863,721 | +4.28% |
Frequently asked questions about SPTL
Who are the largest institutional holders of SPTL?
The largest institutional holders of SPTL reported in the latest SEC Form 13F filings include State Street Corp, Financial Engines Advisors L.L.C., Ubs Group Ag, Fmr Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported SPTL position.
What is SPTL institutional ownership?
This page tracks SPTL positions reported by institutional investment managers through SEC Form 13F. SPDR PORT LNG TRM TRSRY (SPTL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPTL?
InsiderSet currently tracks 486 institutional managers reporting SPTL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPTL shareholders.
How much SPTL stock do institutions own?
Institutional investment managers disclosed approximately $9.04B in SPTL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPTL institutional ownership last updated?
The latest SPTL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPTL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPTL position after the reporting date.
Are institutions buying or selling SPTL?
Institutional buying and selling can be analyzed by comparing SPTL positions across consecutive 13F reporting periods. InsiderSet's SPTL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPTL ownership changes.
How has SPTL institutional ownership changed over time?
InsiderSet tracks SPTL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.