SPDR PORT LNG TRM TRSRY (SPTL) Institutional Shareholders
SPDR PORT LNG TRM TRSRY (SPTL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $8.41B in SPTL holdings during the latest filing period.
State Street Corp is currently the largest disclosed institutional shareholder of SPTL tracked by InsiderSet, reporting ownership valued at approximately $1.80B in its March 31, 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 $1.72B, representing an estimated loss of -4.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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., Fmr Llc, 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
476
Total Reported Value
$8.41B
Largest Holder
State Street Corp
Largest Position
$1.80B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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% | 68,517,636 | $1,802,013,827 | $1,718,422,311 | -$83,591,516 | -4.64% | |
| Financial Engines Advisors L.L.C. | 2.92% | 54,679,484 | $1,438,070,421 | $1,371,361,459 | -$66,708,962 | -4.64% | |
| Fmr Llc | 0.03% | 21,311,468 | $560,491,618 | $534,491,617 | -$26,000,001 | -4.64% | |
| Bank Of America Corp | 0.03% | 14,599,817 | $383,975,183 | $366,163,410 | -$17,811,773 | -4.64% | |
| Ubs Group Ag | 0.06% | 12,839,418 | $337,676,694 | $322,012,603 | -$15,664,091 | -4.64% | |
| Envestnet Asset Management Inc | 0.07% | 11,877,341 | $311,542,654 | $297,883,712 | -$13,658,942 | -4.38% | |
| Lpl Financial Llc | 0.06% | 8,739,583 | $229,851,019 | $219,188,742 | -$10,662,277 | -4.64% | |
| Assetmark, Inc | 0.28% | 6,114,704 | $160,388,683 | $153,356,776 | -$7,031,907 | -4.38% | |
| Globalt Investments Llc / Ga | 5.22% | 5,563,987 | $146,332,870 | $139,544,794 | -$6,788,076 | -4.64% | |
| Avantax Planning Partners, Inc. | 2.97% | 4,547,125 | $119,271,092 | $114,041,895 | -$5,229,197 | -4.38% | |
| Farther Finance Advisors, Llc | 0.86% | 4,177,217 | $109,594,311 | $104,764,602 | -$4,829,709 | -4.41% | |
| Mirae Asset Global Investments Co., Ltd. | 0.20% | 4,024,625 | $105,565,914 | $100,937,595 | -$4,628,319 | -4.38% | |
| Mason Street Advisors, Llc | 10.28% | 3,998,720 | $105,166,336 | $100,287,898 | -$4,878,438 | -4.64% | |
| Cetera Investment Advisers | 0.11% | 3,889,021 | $102,281,250 | $97,536,647 | -$4,744,603 | -4.64% | |
| One Day In July Llc | 6.98% | 3,828,998 | $100,434,604 | $96,031,270 | -$4,403,334 | -4.38% | |
| Goldman Sachs Group Inc | 0.01% | 3,597,062 | $94,602,721 | $90,214,315 | -$4,388,406 | -4.64% | |
| Morgan Stanley | 0.01% | 3,524,389 | $92,691,464 | $88,391,676 | -$4,299,788 | -4.64% | |
| Stifel Financial Corp | 0.08% | 3,507,145 | $92,239,480 | $87,959,197 | -$4,280,283 | -4.64% | |
| Cwm, Llc | 0.21% | 2,966,485 | $78,018,550 | $74,399,444 | -$3,619,106 | -4.64% | |
| Northwestern Mutual Wealth Management Co | 0.05% | 2,876,402 | $75,649,388 | $72,140,162 | -$3,509,226 | -4.64% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 2,782,298 | $73,174,437 | $69,780,034 | -$3,394,403 | -4.64% | |
| Osaic Holdings, Inc. | 0.10% | 2,580,024 | $67,854,620 | $64,707,002 | -$3,147,618 | -4.64% | |
| Destination Wealth Management | 1.51% | 2,215,071 | $58,256,355 | $55,553,981 | -$2,702,374 | -4.64% | |
| Wells Fargo & Company/Mn | 0.01% | 1,906,148 | $50,131,704 | $47,806,192 | -$2,325,512 | -4.64% | |
| Mather Group, Llc. | 0.43% | 1,870,380 | $49,060,059 | $46,909,130 | -$2,150,929 | -4.38% | |
| Envestnet Portfolio Solutions, Inc. | 0.24% | 1,870,472 | $49,058,105 | $46,911,438 | -$2,146,667 | -4.38% | |
| Tennessee Valley Asset Management Partners | 5.75% | 1,655,218 | $43,532,304 | $41,512,867 | -$2,019,437 | -4.64% | |
| Advocacy Wealth Management, Llc | 1.54% | 1,614,833 | $42,357,069 | $40,500,012 | -$1,857,057 | -4.38% | |
| Stratos Wealth Advisors, Llc | 2.51% | 1,552,607 | $40,833,578 | $38,939,384 | -$1,894,194 | -4.64% | |
| Voya Financial Advisors, Inc. | 4.06% | 1,567,968 | $40,735,764 | $39,324,637 | -$1,411,127 | -3.46% | |
| Mcmorgan & Co Llc | 6.45% | 1,516,371 | $39,880,574 | $38,030,585 | -$1,849,989 | -4.64% | |
| Ma Private Wealth | 5.75% | 1,470,776 | $38,578,467 | $36,887,062 | -$1,691,405 | -4.38% | |
| Royal Bank Of Canada | 0.01% | 1,414,430 | $37,200,000 | $35,473,904 | -$1,726,096 | -4.64% | |
| Truist Financial Corp | 0.04% | 1,256,580 | $32,960,106 | $31,515,026 | -$1,445,080 | -4.38% | |
| Mcadam, Llc | 1.42% | 1,201,456 | $31,598,283 | $30,132,516 | -$1,465,767 | -4.64% | |
| Sofi Wealth, Llc | 1.44% | 1,139,091 | $29,958,088 | $28,568,402 | -$1,389,686 | -4.64% | |
| Strategic Wealth Investment Group, Llc | 3.71% | 1,111,109 | $29,222,175 | $27,866,614 | -$1,355,561 | -4.64% | |
| Sanctuary Advisors, Llc | 0.15% | 1,069,935 | $28,139,291 | $26,833,970 | -$1,305,321 | -4.64% | |
| Advisory Alpha, Llc | 0.76% | 1,063,984 | $27,983,932 | $26,684,719 | -$1,299,213 | -4.64% | |
| Raymond James Financial Inc | 0.01% | 1,052,454 | $27,679,553 | $26,395,546 | -$1,284,007 | -4.64% | |
| Shepherd Financial Partners Llc | 2.54% | 1,016,514 | $26,734,360 | $25,494,171 | -$1,240,189 | -4.64% | |
| Gradient Investments Llc | 0.35% | 953,502 | $25,010,346 | $23,913,830 | -$1,096,516 | -4.38% | |
| Integrated Wealth Concepts Llc | 0.20% | 944,560 | $24,841,972 | $23,689,565 | -$1,152,407 | -4.64% | |
| Ameriprise Financial Inc | 0.01% | 849,396 | $22,348,097 | $21,302,852 | -$1,045,245 | -4.68% | |
| Gm Advisory Group, Llc | 0.86% | 845,860 | $22,246,105 | $21,214,169 | -$1,031,936 | -4.64% | |
| Charles Schwab Investment Management Inc | 0.00% | 792,562 | $20,844,381 | $19,877,455 | -$966,926 | -4.64% | |
| Ascent Group, Llc | 0.58% | 739,720 | $19,402,863 | $18,552,178 | -$850,685 | -4.38% | |
| Fisher Asset Management, Llc | 0.01% | 722,790 | $19,009,409 | $18,127,573 | -$881,836 | -4.64% | |
| Flc Capital Advisors | 3.10% | 720,387 | $18,895,751 | $18,067,306 | -$828,445 | -4.38% | |
| Mariner, Llc | 0.02% | 693,474 | $18,238,369 | $17,392,328 | -$846,041 | -4.64% |
Frequently asked questions about SPTL
Who owns the most SPTL stock?
The largest holders of SPTL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORT LNG TRM TRSRY (SPTL).
Is SPTL widely held by superinvestors?
Many widely followed stocks like SPTL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPTL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.