SS SPDR PF LNG TRM TSY E-USD SPTL
$25.99
0.0% 52w: $24.72 – $27.09
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data24.7225.9127.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
480
+2 QoQ
13F value
$9.50B
+2.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
5.0×
$1.8M calls / $352K puts
Institutional value by quarter
Number of holders
Who owns SPTL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| STATE STREET CORP | Index provider | 68.5M | $1.80B | 0.1% | -6.3% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 54.7M | $1.44B | 2.9% | +0.8% |
| Municipal Employees' Retirement System of Michigan | Wealth advisor | 23.0M | $604.9M | 6.9% | +49.4% |
| FMR LLC | Long only active | 21.3M | $560.5M | 0.0% | 0.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 14.6M | $384.0M | 0.0% | +52.0% |
| UBS Group AG | Bank broker | 12.8M | $337.7M | 0.1% | +1091.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 10.9M | $287.8M | 0.1% | +8.9% |
| LPL Financial LLC | Bank broker | 8.7M | $229.9M | 0.1% | -27.8% |
| MATHER GROUP, LLC. | Wealth advisor | 8.2M | $216.3M | 2.2% | +5.7% |
| JPMORGAN CHASE & CO | Bank broker | 6.0M | $157.5M | 0.0% | +2.5% |
| ASSETMARK, INC | Wealth advisor | 5.8M | $153.4M | 0.3% | +0.6% |
| GLOBALT Investments LLC / GA | Wealth advisor | 5.6M | $146.3M | 5.2% | +9.6% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 5.1M | $134.4M | 0.0% | -15.8% |
| Avantax Planning Partners, Inc. | Wealth advisor | 4.3M | $113.5M | 3.1% | +2.9% |
| MASON STREET ADVISORS, LLC | Wealth advisor | 4.0M | $105.2M | 10.3% | 0.0% |
| Advocacy Wealth Management, LLC | Wealth advisor | 4.0M | $104.6M | 4.6% | +3.9% |
| Cetera Investment Advisers | Wealth advisor | 3.9M | $102.3M | 0.1% | -42.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 3.6M | $94.6M | 0.0% | -10.1% |
| One Day In July LLC | Wealth advisor | 3.6M | $93.4M | 7.5% | +10.0% |
| MORGAN STANLEY | Bank broker | 3.5M | $92.7M | 0.0% | +32.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 3.5M | $92.2M | 0.1% | +5.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 3.4M | $88.8M | 0.8% | +45.4% |
| CWM, LLC | Wealth advisor | 3.0M | $78.0M | 0.2% | +7.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.9M | $75.6M | 0.0% | +10.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 2.8M | $73.2M | 0.0% | +571.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.6M | $67.9M | 0.1% | -6.4% |
| Destination Wealth Management | Wealth advisor | 2.2M | $58.3M | 1.5% | +3.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.9M | $50.1M | 0.0% | +4.0% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.7M | $45.7M | 0.1% | +8.8% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 1.7M | $45.3M | 0.3% | +12.1% |
| Tennessee Valley Asset Management Partners | Wealth advisor | 1.7M | $43.5M | 5.8% | +110.8% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 1.6M | $40.8M | 2.5% | +3.5% |
| Voya Financial Advisors, Inc. | Wealth advisor | 1.6M | $40.7M | 4.1% | -0.4% |
| MCMORGAN & CO LLC | Wealth advisor | 1.5M | $39.9M | 6.5% | +3.8% |
| ROYAL BANK OF CANADA | Bank broker | 1.4M | $37.2M | 0.0% | -17.4% |
| MA Private Wealth | Wealth advisor | 1.4M | $36.9M | 6.2% | +111.3% |
| McAdam, LLC | Wealth advisor | 1.2M | $31.6M | 1.4% | +4.7% |
| SOFI WEALTH, LLC | Wealth advisor | 1.1M | $30.0M | 1.4% | -19.5% |
| Strategic Wealth Investment Group, LLC | Other | 1.1M | $29.2M | 3.7% | +0.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 1.1M | $28.1M | 0.2% | +12.9% |
| Advisory Alpha, LLC | Wealth advisor | 1.1M | $28.0M | 0.8% | -2.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.1M | $27.9M | 0.0% | -0.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $27.7M | 0.0% | -20.7% |
| Shepherd Financial Partners LLC | Wealth advisor | 1.0M | $26.7M | 2.5% | +7.7% |
| Integrated Wealth Concepts LLC | Wealth advisor | 944.6K | $24.8M | 0.2% | +2.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 849.4K | $22.3M | 0.0% | +8.7% |
| GM Advisory Group, LLC | Wealth advisor | 845.9K | $22.2M | 0.9% | +2.4% |
| AE Wealth Management LLC | Wealth advisor | 816.0K | $21.5M | 0.1% | -31.8% |
| Gradient Investments LLC | Wealth advisor | 800.5K | $21.1M | 0.3% | +6.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 792.6K | $20.8M | 0.0% | -1.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.