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 $9.04B 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 $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 $1.94B, representing an estimated loss of -4.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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
478
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
36
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 | $1,942,442,108 | -$88,257,632 | -4.35% | |
| Financial Engines Advisors L.L.C. | 2.75% | 59,020,099 | $1,548,097,194 | $1,480,814,284 | -$67,282,910 | -4.35% | |
| Ubs Group Ag | 0.10% | 23,566,242 | $618,142,528 | $591,277,012 | -$26,865,516 | -4.35% | |
| Fmr Llc | 0.02% | 17,508,412 | $459,245,658 | $439,286,057 | -$19,959,601 | -4.35% | |
| Envestnet Asset Management Inc | 0.07% | 11,877,341 | $311,542,654 | $298,002,486 | -$13,540,168 | -4.35% | |
| Lpl Financial Llc | 0.06% | 10,918,643 | $286,395,980 | $273,948,753 | -$12,447,227 | -4.35% | |
| Bank Of America Corp | 0.02% | 9,962,748 | $261,322,885 | $249,965,347 | -$11,357,538 | -4.35% | |
| Goldman Sachs Group Inc | 0.02% | 7,325,888 | $192,158,053 | $183,806,530 | -$8,351,523 | -4.35% | |
| Assetmark, Inc | 0.28% | 6,114,704 | $160,388,683 | $153,417,923 | -$6,970,760 | -4.35% | |
| Globalt Investments Llc / Ga | 4.97% | 5,617,536 | $147,347,981 | $140,943,978 | -$6,404,003 | -4.35% | |
| Jpmorgan Chase & Co | 0.01% | 4,671,743 | $123,894,642 | $117,214,032 | -$6,680,610 | -5.39% | |
| Avantax Planning Partners, Inc. | 2.97% | 4,547,125 | $119,271,092 | $114,087,366 | -$5,183,726 | -4.35% | |
| Farther Finance Advisors, Llc | 0.86% | 4,177,217 | $109,594,311 | $104,806,375 | -$4,787,936 | -4.37% | |
| Mirae Asset Global Investments Co., Ltd. | 0.20% | 4,024,625 | $105,565,914 | $100,977,841 | -$4,588,073 | -4.35% | |
| Mason Street Advisors, Llc | 9.47% | 4,005,960 | $105,076,331 | $100,509,536 | -$4,566,795 | -4.35% | |
| Cetera Investment Advisers | 0.09% | 3,880,404 | $101,782,997 | $97,359,336 | -$4,423,661 | -4.35% | |
| One Day In July Llc | 6.98% | 3,828,998 | $100,434,604 | $96,069,560 | -$4,365,044 | -4.35% | |
| Stifel Financial Corp | 0.07% | 3,131,664 | $82,143,970 | $78,573,450 | -$3,570,520 | -4.35% | |
| Osaic Holdings, Inc. | 0.10% | 3,102,593 | $81,381,998 | $77,844,058 | -$3,537,940 | -4.35% | |
| Cwm, Llc | 0.21% | 2,966,485 | $78,018,550 | $74,429,109 | -$3,589,441 | -4.60% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.02% | 2,782,298 | $73,174,437 | $69,807,857 | -$3,366,580 | -4.60% | |
| Destination Wealth Management | 1.37% | 2,235,719 | $58,642,899 | $56,094,190 | -$2,548,709 | -4.35% | |
| Wells Fargo & Company/Mn | 0.01% | 2,055,833 | $53,924,501 | $51,580,850 | -$2,343,651 | -4.35% | |
| Morgan Stanley | 0.00% | 2,033,216 | $53,331,302 | $51,013,389 | -$2,317,913 | -4.35% | |
| Mather Group, Llc. | 0.43% | 1,870,380 | $49,060,059 | $46,927,834 | -$2,132,225 | -4.35% | |
| Envestnet Portfolio Solutions, Inc. | 0.24% | 1,870,472 | $49,058,105 | $46,930,142 | -$2,127,963 | -4.34% | |
| Tennessee Valley Asset Management Partners | 4.96% | 1,714,449 | $44,970,012 | $43,015,525 | -$1,954,487 | -4.35% | |
| Voya Financial Advisors, Inc. | 3.77% | 1,614,118 | $42,806,364 | $40,498,221 | -$2,308,143 | -5.39% | |
| Advocacy Wealth Management, Llc | 1.54% | 1,614,833 | $42,357,069 | $40,516,160 | -$1,840,909 | -4.35% | |
| Mcmorgan & Co Llc | 5.94% | 1,504,389 | $39,460,132 | $37,745,120 | -$1,715,012 | -4.35% | |
| Integrated Wealth Concepts Llc | 0.19% | 1,499,898 | $39,342,497 | $37,632,441 | -$1,710,056 | -4.35% | |
| Ma Private Wealth | 5.75% | 1,470,776 | $38,578,467 | $36,901,770 | -$1,676,697 | -4.35% | |
| Royal Bank Of Canada | 0.01% | 1,444,132 | $37,879,000 | $36,233,272 | -$1,645,728 | -4.34% | |
| Truist Financial Corp | 0.04% | 1,256,580 | $32,960,106 | $31,527,592 | -$1,432,514 | -4.35% | |
| Sofi Wealth, Llc | 1.29% | 1,221,059 | $32,028,365 | $30,636,370 | -$1,391,995 | -4.35% | |
| Advisory Alpha, Llc | 0.69% | 1,079,040 | $28,304,340 | $27,073,114 | -$1,231,226 | -4.35% | |
| Raymond James Financial Inc | 0.01% | 1,035,066 | $27,149,780 | $25,969,806 | -$1,179,974 | -4.35% | |
| Jump Financial, Llc | 0.24% | 1,028,464 | $26,976,611 | $25,804,162 | -$1,172,449 | -4.35% | |
| Gradient Investments Llc | 0.35% | 953,502 | $25,010,346 | $23,923,365 | -$1,086,981 | -4.35% | |
| Sanctuary Advisors, Llc | 0.11% | 927,836 | $24,337,148 | $23,279,405 | -$1,057,743 | -4.35% | |
| Wealthspire Advisors, Llc | 0.13% | 870,699 | $22,838,450 | $21,845,838 | -$992,612 | -4.35% | |
| Vestmark Advisory Solutions, Inc. | 0.21% | 861,975 | $22,609,600 | $21,626,953 | -$982,647 | -4.35% | |
| Strategic Wealth Investment Group, Llc | 2.74% | 860,439 | $22,569,307 | $21,588,415 | -$980,892 | -4.35% | |
| Gm Advisory Group, Llc | 0.86% | 845,860 | $22,246,105 | $21,222,627 | -$1,023,478 | -4.60% | |
| Elevation Point Wealth Partners, Llc | 0.41% | 834,847 | $21,898,032 | $20,946,311 | -$951,721 | -4.35% | |
| Mcadam, Llc | 0.85% | 834,106 | $21,878,591 | $20,927,720 | -$950,871 | -4.35% | |
| Ameriprise Financial Inc | 0.00% | 809,354 | $21,228,446 | $20,306,692 | -$921,754 | -4.34% | |
| Charles Schwab Investment Management Inc | 0.00% | 783,962 | $20,563,323 | $19,669,607 | -$893,716 | -4.35% | |
| Sixth Street Partners Management Company, L.P. | 0.00% | 783,962 | $20,563,323 | $19,669,607 | -$893,716 | -4.35% | |
| Ascent Group, Llc | 0.58% | 739,720 | $19,402,863 | $18,559,575 | -$843,288 | -4.35% |
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.