SPTL

SS SPDR PF LNG TRM Tsy E-Usd
UnclassifiedUSCUSIP 78464A664◍ Confluence graph
Tracked 13F Holders
442
-94 QoQ
13F Value (tracked)
$8.9B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)30 adding · 16 trimming
Insider net (180d)$0

Who owns SPTL?

442 tracked 13F filers

442 tracked 13F filers disclose a position in SPTL as of the latest SEC 13F filings, a combined $8.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1STATE STREET CORP
$2.0B
77.4M
+13%
Added · +8.9M sh
Q2 2026
2Financial Engines Advisors L.L.C.
$1.5B
59.0M
+7.9%
Added · +4.3M sh
Q2 2026
3FMR LLC
$560.5M
21.3M
~0%
Reduced · −9K sh
Q1 2026
4BANK OF AMERICA CORP /DE/
$384.0M
14.6M
+52%
Added · +5.0M sh
Q1 2026
5UBS Group AG
$337.7M
12.8M
12×
Added · +11.8M sh
Q1 2026
6ENVESTNET ASSET MANAGEMENT INC
$287.8M
10.9M
+8.9%
Added · +891K sh
Q1 2026
7LPL Financial LLC
$229.9M
8.7M
−28%
Reduced · −3.4M sh
Q1 2026
8MATHER GROUP, LLC.
$216.3M
8.2M
+5.7%
Added · +446K sh
Q1 2026
9ASSETMARK, INC
$160.4M
6.1M
+4.9%
Added · +284K sh
Q2 2026
10JPMORGAN CHASE & CO
$157.5M
6.0M
+2.5%
Added · +145K sh
Q1 2026
11GLOBALT Investments LLC / GA
$146.3M
5.6M
+9.6%
Added · +488K sh
Q1 2026
12Mirae Asset Global Investments Co., Ltd.
$134.4M
5.1M
−16%
Reduced · −962K sh
Q1 2026
13Avantax Planning Partners, Inc.
$119.3M
4.5M
+5.4%
Added · +233K sh
Q2 2026
14MASON STREET ADVISORS, LLC
$105.1M
4.0M
+0.2%
Added · +7K sh
Q2 2026
15Cetera Investment Advisers
$102.3M
3.9M
−43%
Reduced · −2.9M sh
Q1 2026
16GOLDMAN SACHS GROUP INC
$94.6M
3.6M
−10%
Reduced · −406K sh
Q1 2026
17MORGAN STANLEY
$92.7M
3.5M
+32%
Added · +859K sh
Q1 2026
18STIFEL FINANCIAL CORP
$92.2M
3.5M
+5.6%
Added · +186K sh
Q1 2026
19Farther Finance Advisors, LLC
$88.8M
3.4M
+45%
Added · +1.1M sh
Q1 2026
20CWM, LLC
$78.0M
3.0M
+7.9%
Added · +216K sh
Q1 2026
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$75.6M
2.9M
+10%
Added · +263K sh
Q1 2026
22UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$73.2M
2.8M
+571%
Added · +2.4M sh
Q1 2026
23OSAIC HOLDINGS, INC.
$67.9M
2.6M
−6.4%
Reduced · −177K sh
Q1 2026
24Destination Wealth Management
$58.3M
2.2M
+3.8%
Added · +82K sh
Q1 2026
25WELLS FARGO & COMPANY/MN
$50.1M
1.9M
+4.0%
Added · +74K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SPTL being bought or sold by institutions?

Last quarter, 2 funds opened a new position in SPTL and 28 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
28
funds
Reduced
16
funds
Exited
0
funds

Funds that own SPTL also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA252 funds$87.5B
APPLE INCAAPL251 funds$76.4B
MICROSOFT CORPMSFT250 funds$57.6B
AMAZON.COM INCAMZN247 funds$41.1B
ALPHABET INC-CL AGOOGL245 funds$40.3B
JPMORGAN CHASE & COJPM241 funds$18.3B
BROADCOM INCAVGO239 funds$31.1B
ALPHABET INC-CL CGOOG239 funds$22.2B
SS SPDR S&P 500 ETF TRUST-USSPY238 funds$10.3B
ELI LILLY & COLLY234 funds$18.5B
META PLATFORMS INC-CLASS AMETA233 funds$21.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B233 funds$10.3B

Ranked by how many of SPTL's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

330 funds+42 since Q3 2024
0212424Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $5.2B · 1 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in SPTL

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SPTL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SPTL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPTL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.