Public ownership evidence

State Street SPDR Portfolio Long Term Treasury ETF (SPTL) Ownership Disclosures

Read SPTL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR Portfolio Long Term Treasury ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
40,359
Value (USD)
$1,100,182
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPTL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPTL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2940,359$1,100,182None
Redwood Investment Management, LLC2024-12-312026-08-28448,510$11,746,000None
Redwood Investment Management, LLC2025-03-312026-08-28304,407$8,298,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28467$12,249None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28519$13,650None
AFFINITY WEALTH LLC2025-12-312026-08-2715$397None
AFFINITY WEALTH LLC2025-09-302026-08-2715$404None
AFFINITY WEALTH LLC2025-06-302026-08-2783$2,206None
Brown Financial Advisors2026-06-302026-08-2724,350$638,701None
Redwood Investment Management, LLC2025-06-302026-08-27296,617$7,884,000None
Redwood Investment Management, LLC2025-09-302026-08-27297,085$8,006,000None
Redwood Investment Management, LLC2025-12-312026-08-27332,977$8,814,000None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2622,721$601,425None
Strategic Financial Services, Inc.2026-06-302026-08-2591,677$2,404,688None
Kingsview Wealth Management, LLC2026-06-302026-08-20304,364$7,983,476None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20106,599$2,796,082None
Strive Financial Group ,LLC2026-06-302026-08-18821$21,535None
Caitlin John, LLC2026-06-302026-08-1825,622$672,059None
Caitlin John, LLC2026-06-302026-08-1839,480$1,035,553None
KM Capital Management Ltd.2026-06-302026-08-1856,811$1,490,171None
Redwood Investment Management, LLC2026-06-302026-08-18427,727$11,219,000None
Empowered Funds, LLC2026-06-302026-08-1865,860$1,721,398None
Transamerica Financial Advisors, LLC2026-06-302026-08-1882,151$2,154,832None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18684,031$17,934,818None
Equitable Holdings, Inc.2026-06-302026-08-18724,255$18,997,195None
BANK OZK2026-06-302026-08-1834,644$908,712None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-1513,642$357,829None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15511$13,404None
EFG International AG2026-06-302026-08-15450$11,804None
SVRN Asset Management, LLC2026-06-302026-08-157,848$205,853None
Independence Wealth Advisors, LLC2026-06-302026-08-15279,912$7,342,087None
AMERIFLEX GROUP, INC.2026-06-302026-08-156,211$162,915None
SEI INVESTMENTS CO2026-06-302026-08-15229,675$6,024,375None
SEI INVESTMENTS CO2026-06-302026-08-15301$7,900None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1511,000$288,530None
Mutual Advisors, LLC2026-06-302026-08-15243,047$6,375,128None
Advyzon Investment Management, LLC2026-06-302026-08-1513$341None
Advyzon Investment Management, LLC2026-06-302026-08-1540,378$1,059,107None
Strategies Wealth Advisors, LLC2026-06-302026-08-15111,311$2,919,694None
Vertex Planning Partners, LLC2026-06-302026-08-1519,439$509,885None
Perennial Investment Advisors, LLC2026-06-302026-08-159,664$253,496None
Schwallier Wealth Management LLC2026-06-302026-08-15233,446$6,123,300None
Ameritas Advisory Services, LLC2026-06-302026-08-153,794$99,507None
NFSG Corp2026-06-302026-08-1534$892None
Delos Wealth Advisors, LLC2026-06-302026-08-1584$2,204None
WCG Wealth Advisors LLC2026-06-302026-08-1527,379$718,139None
Strategic Investment Advisors / MI2026-06-302026-08-15140,319$3,680,570None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15783,962$20,563,323None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15783,962$20,563,323None
Foundations Investment Advisors, LLC2026-06-302026-08-1523,558$617,933None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗Brown Financial Advisors ↗Redwood Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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