SPTL icon

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 %
Citadel Advisors
301
Citadel Advisors
Florida
$348K +$348K +12,752 New
GWP
302
Gateway Wealth Partners
Wisconsin
$345K +$125K +4,580 +57%
IAA
303
Independent Advisor Alliance
North Carolina
$343K -$31.4M -1,153,680 -99%
CAG
304
Csenge Advisory Group
Florida
$335K +$109K +4,152 +48%
WANY
305
Wealthspire Advisors (New York)
New York
$320K +$320K +11,721 New
WRPWM
306
Werba Rubin Papier Wealth Management
California
$316K +$316K +11,591 New
NFG
307
Northeast Financial Group
Pennsylvania
$315K -$444K -16,277 -58%
SB
308
Strategic Blueprint
Georgia
$315K -$188K -6,907 -37%
AWM
309
Axxcess Wealth Management
California
$314K +$314K +11,510 New
PAS
310
PKS Advisory Services
New York
$306K +$25.1K +927 +9%
LHC
311
Little House Capital
Massachusetts
$305K +$305K +11,185 New
JCFM
312
JBR Co Financial Management
Oklahoma
$300K -$138K -5,075 -32%
MFS
313
Mattson Financial Services
Michigan
$298K +$298K +10,926 New
4A
314
4Wealth Advisors
Illinois
$289K -$52.2K -1,916 -15%
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$287K +$286K +10,475 +17,172%
SPWG
316
Syntegra Private Wealth Group
Missouri
$287K +$287K +10,534 New
RIA
317
Regal Investment Advisors
Michigan
$285K -$56.7K -2,080 -17%
MSWM
318
McGlone Suttner Wealth Management
Wisconsin
$282K +$282K +10,354 New
CCWM
319
Cassaday & Co Wealth Management
Virginia
$279K +$279K +10,225 New
NA
320
Novus Advisors
South Carolina
$278K +$278K +10,206 New
AFP
321
Ausdal Financial Partners
Iowa
$274K -$16.6K -608 -6%
LWM
322
LongView Wealth Management
Georgia
$274K -$146K -5,349 -35%
UWM
323
USAdvisors Wealth Management
Minnesota
$271K -$86.1K -3,161 -24%
MWM
324
Mascagni Wealth Management
Mississippi
$261K – – –
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$260K +$215K +7,875 +471%
11 12
13
14 15