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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

462 hedge funds and large institutions have $10.6B invested in SPDR Portfolio Long Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 190 increasing their positions, 163 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
462
Holders Change
+5
Holders Change %
+1.09%
% of All Funds
6.28%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
68
Increased
190
Reduced
163
Closed
49
Calls
$728K
Puts
$517K
Net Calls
+$211K
Net Calls Change
-$522K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.49B
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$406M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$101M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$455M
5
State Street
State Street
Massachusetts
$1.61B

Top Sellers

1
SWIG
Strategic Wealth Investment Group
Kentucky
$2.19M
2
OIA
OneDigital Investment Advisors
Kansas
$15.6M
3
Bank of America
Bank of America
North Carolina
$295M
4
IAA
Independent Advisor Alliance
North Carolina
$343K
5
DF
Donoghue Forlines
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
276
Lido Advisors
California
$517K +$6K +220 +1%
S
277
SignatureFD
Georgia
$512K +$512K +18,778 New
CSP
278
Cary Street Partners
Virginia
$502K -$48.3K -1,772 -9%
VCM
279
Versant Capital Management
Arizona
$496K +$102K +3,752 +26%
SWM
280
SeaCrest Wealth Management
New York
$481K -$46.2K -1,696 -9%
LAS
281
Lloyd Advisory Services
Georgia
$480K -$31.2K -1,144 -6%
RW
282
REDW Wealth
New Mexico
$475K +$62.8K +2,302 +15%
CAWM
283
Capital A Wealth Management
Pennsylvania
$456K -$643K -23,604 -59%
NWM
284
Napa Wealth Management
California
$450K -$240K -8,801 -35%
CAM
285
Clark Asset Management
New Hampshire
$419K +$87.1K +3,195 +26%
DAS
286
Diversify Advisory Services
Utah
$419K -$79K -2,922 -16%
SMG
287
Smart Money Group
Texas
$414K +$414K +15,188 New
NG
288
Norden Group
Utah
$413K -$76.1K -2,792 -16%
CAM
289
Cresset Asset Management
Illinois
$407K -$273 -10 -0.1%
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$381K +$130K +4,773 +52%
SS
291
SBI Securities
Japan
$376K -$80.3K -2,945 -18%
WF
292
WinCap Financial
Massachusetts
$373K +$83.9K +3,077 +29%
MCC
293
Money Concepts Capital
Florida
$365K +$365K +13,403 New
BCM
294
Brookstone Capital Management
Illinois
$365K +$49.5K +1,815 +16%
DWM
295
Diversify Wealth Management
Utah
$361K -$135K -4,997 -27%
GM
296
GeoWealth Management
Illinois
$354K +$46.5K +1,705 +15%
GWM
297
GK Wealth Management
Nevada
$351K -$8.29K -304 -2%
JWCA
298
J.W. Cole Advisors
Florida
$351K +$351K +12,864 New
Creative Planning
299
Creative Planning
Kansas
$350K -$38.7K -1,420 -10%
KFG
300
Kingdom Financial Group
Arizona
$349K -$31.6K -1,158 -8%
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