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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

428 hedge funds and large institutions have $9.91B invested in SPDR Portfolio Long Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 158 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-34
Holders Change %
-7.36%
% of All Funds
5.74%
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
173
Reduced
158
Closed
78
Calls
$516K
Puts
–
Net Calls
+$516K
Net Calls Change
+$305K

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 Holding Trade Value Shares
Change 		Shares
Change %
IWM
251
IHT Wealth Management
Illinois
$586K -$829K -31,204 -59%
DAS
252
Diversify Advisory Services
Utah
$582K +$176K +6,698 +43%
BFA
253
Brown Financial Advisors
Ohio
$581K -$9.38K -353 -2%
SMG
254
Smart Money Group
Texas
$579K +$175K +6,600 +43%
AWAU
255
Alliance Wealth Advisors (Utah)
Utah
$569K +$25.2K +947 +5%
LAS
256
Lloyd Advisory Services
Georgia
$564K +$95.8K +3,603 +20%
WCFA
257
Walkner Condon Financial Advisors
Wisconsin
$563K +$877 +33 +0.2%
PWM
258
Puff Wealth Management
New Jersey
$563K +$563K +21,177 New
IAA
259
Independent Advisor Alliance
North Carolina
$562K +$228K +8,568 +68%
KWM
260
Keebeck Wealth Management
Illinois
$559K +$559K +21,036 New
GFPC
261
Global Financial Private Client
Florida
$559K +$517K +19,448 +1,232%
RFG
262
Range Financial Group
Oregon
$558K +$12.1K +454 +2%
PWAC
263
Private Wealth Advisors (California)
California
$538K – – –
IA
264
IFP Advisors
Florida
$532K +$352K +13,236 +195%
VCM
265
Versant Capital Management
Arizona
$513K +$28.9K +1,088 +6%
TRCT
266
Tower Research Capital (TRC)
New York
$509K -$1.07M -40,288 -68%
AWP
267
Abacus Wealth Partners
California
$504K +$504K +18,950 New
TFA
268
Teamwork Financial Advisors
Texas
$495K -$36.5K -1,375 -7%
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$493K +$212K +7,994 +76%
SIM
270
Studio Investment Management
Illinois
$484K +$484K +18,216 New
GM
271
GeoWealth Management
Illinois
$481K +$136K +5,119 +39%
Lido Advisors
272
Lido Advisors
California
$464K -$40.7K -1,533 -8%
RW
273
REDW Wealth
New Mexico
$460K -$2.79K -105 -0.6%
CSP
274
Cary Street Partners
Virginia
$451K -$37.8K -1,423 -8%
CAM
275
Clark Asset Management
New Hampshire
$441K +$32.5K +1,222 +8%
9 10
11
12 13