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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

426 hedge funds and large institutions have $9.9B invested in SPDR Portfolio Long Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 171 increasing their positions, 158 reducing their positions, and 78 closing their positions.

Holders
426
Holders Change
-36
Holders Change %
-7.79%
% of All Funds
5.72%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
53
Increased
171
Reduced
158
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.72B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.54B
3
DWM
3
Destination Wealth Management
California
$54.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$543M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.32B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$234M
2
Goldman Sachs
2
Goldman Sachs
New York
$110M
3
GVAG
3
Great Valley Advisor Group
Delaware
$10.1M
4
TC
4
TownSquare Capital
Utah
$2.52M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$3.46M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$1.72B 64,854,091 +5,737,583 +10%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.54B 57,950,223 +3,231,049 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.32B 49,616,991 +1,610,357 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$543M 20,422,812 +1,942,501 +11%
MERSOM
5
Municipal Employees' Retirement System of Michigan
Michigan
$336M 12,629,575 -2,251,407 -15%
NSLI
6
Nan Shan Life Insurance
Taiwan
$291M 10,956,900 – –
Bank of America
7
Bank of America
North Carolina
$253M 9,501,814 -1,303,902 -12%
LPL Financial
8
LPL Financial
California
$249M 9,381,946 -1,285,431 -12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$234M 8,804,916 -7,898,946 -47%
MG
10
Mather Group
Illinois
$189M 7,114,951 +311,058 +5%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$179M 6,724,257 +435,453 +7%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$162M 6,083,836 +1,012,948 +20%
GI
13
GLOBALT Investments
Georgia
$140M 5,284,036 -151,211 -3%
AssetMark Inc
14
AssetMark Inc
California
$127M 4,774,544 +449,599 +10%
Goldman Sachs
15
Goldman Sachs
New York
$110M 4,143,264 -3,661,295 -47%
AAS
16
Avantax Advisory Services
Texas
$109M 4,113,903 +102,011 +3%
MSA
17
Mason Street Advisors
Wisconsin
$103M 3,874,900 +181,800 +5%
APP
18
Avantax Planning Partners
Iowa
$102M 3,837,974 +120,795 +3%
AWMS
19
Advocacy Wealth Management Services
Georgia
$96.9M 3,647,181 +900,067 +33%
Stifel Financial
20
Stifel Financial
Missouri
$94.8M 3,565,998 +69,075 +2%
ODIJL
21
One Day In July LLC
Vermont
$70M 2,634,540 +391,237 +17%
CWM
22
Congress Wealth Management
Massachusetts
$66.8M 2,511,689 +44,621 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$65.3M 2,457,622 -8,817 -0.4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$64.3M 2,418,335 -220,125 -8%
Morgan Stanley
25
Morgan Stanley
New York
$61.8M 2,326,740 -436,225 -16%
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