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State Street SPDR Portfolio Long Term Treasury ETF

438 hedge funds and large institutions have $9.92B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 177 increasing their positions, 162 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 162

4.75% less ownership

Funds ownership: 90.45%85.71% (-4.7%)

6% less capital invested

Capital invested by funds: $10.6B → $9.92B (-$684M)

7% less funds holding

Funds holding: 469438 (-31)

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

31% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 77

Holders
438
Holders Change
-31
Holders Change %
-6.61%
% of All Funds
5.77%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.33%
New
53
Increased
177
Reduced
162
Closed
77
Calls
$516K
Puts
Net Calls
+$516K
Net Calls Change
+$305K
Name Holding Trade Value Shares
Change
Change in
Stake
BW
251
Balance Wealth
Ohio
$647K -$333K -12,706 -34%
TVM
252
True Vision MN
Minnesota
$639K -$35.6K -1,355 -5%
RCM
253
Raleigh Capital Management
North Carolina
$631K +$94.3K +3,594 +18%
FI
254
FWG Investments
Kentucky
$623K +$60.1K +2,291 +11%
PWG
255
Private Wealth Group
Florida
$603K -$308K -11,753 -34%
IWM
256
IHT Wealth Management
Illinois
$586K -$819K -31,204 -59%
DAS
257
Diversify Advisory Services
Utah
$582K +$176K +6,698 +43%
BFA
258
Brown Financial Advisors
Ohio
$581K -$9.26K -353 -2%
SMG
259
Smart Money Group
Texas
$579K +$173K +6,600 +43%
AWAU
260
Alliance Wealth Advisors (Utah)
Utah
$569K +$24.9K +947 +5%
LAS
261
Lloyd Advisory Services
Georgia
$564K +$94.6K +3,603 +20%
WCFA
262
Walkner Condon Financial Advisors
Wisconsin
$563K +$866 +33 +0.2%
PWM
263
Puff Wealth Management
New Jersey
$563K +$556K +21,177 New
IAA
264
Independent Advisor Alliance
North Carolina
$562K +$225K +8,568 +68%
KWM
265
Keebeck Wealth Management
Illinois
$559K +$552K +21,036 New
GFPC
266
Global Financial Private Client
Florida
$559K +$510K +19,448 +1,232%
RFG
267
Range Financial Group
Oregon
$558K +$11.9K +454 +2%
PWAC
268
Private Wealth Advisors (California)
California
$538K
IA
269
IFP Advisors
Florida
$532K +$347K +13,236 +195%
VCM
270
Versant Capital Management
Arizona
$513K +$28.6K +1,088 +6%
TRCT
271
Tower Research Capital (TRC)
New York
$509K -$1.06M -40,288 -68%
AWP
272
Abacus Wealth Partners
California
$504K +$497K +18,950 New
TFA
273
Teamwork Financial Advisors
Texas
$495K -$36.1K -1,375 -7%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$493K +$210K +7,994 +76%
SIM
275
Studio Investment Management
Illinois
$484K +$478K +18,216 New

SPTL Hedge Fund Activity: Q2 2025 in Review

438 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) for Q2 2025, worth a combined $9.92B — down 6.5% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of SPTL and 53 opened new positions — a net loss of 24 holders — while 162 trimmed existing stakes and 177 added.

The largest buyer was State Street, adding an estimated $151M. The largest seller was Envestnet Asset Management, cutting an estimated $207M.

  • 438 institutional investors held State Street SPDR Portfolio Long Term Treasury ETF (SPTL) as of Q2 2025, down from 469 in Q1 2025.
  • Funds reported $9.92B of State Street SPDR Portfolio Long Term Treasury ETF stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio Long Term Treasury ETF positions in Q2 2025 and 77 closed out, a net change of -24 holders.
  • The largest State Street SPDR Portfolio Long Term Treasury ETF buyer in Q2 2025 was State Street, an estimated $151M added.
  • The largest State Street SPDR Portfolio Long Term Treasury ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2025.