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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
WRPWM
301
Werba Rubin Papier Wealth Management
California
$308K
RWRC
302
R.W. Roge & Company
New York
$308K -$16.2M -617,561 -98%
BCM
303
Brookstone Capital Management
Illinois
$306K -$48.9K -1,863 -14%
DWM
304
Diversify Wealth Management
Utah
$302K -$49.2K -1,876 -14%
JWCA
305
J.W. Cole Advisors
Florida
$301K -$39.9K -1,521 -12%
RPCA
306
Running Point Capital Advisors
California
$293K +$41.8K +1,592 +17%
SWM
307
SeaCrest Wealth Management
New York
$286K -$181K -6,884 -39%
MFS
308
Mattson Financial Services
Michigan
$284K -$6.54K -249 -2%
D
309
Dentgroup
Louisiana
$283K +$280K +10,660 New
Creative Planning
310
Creative Planning
Kansas
$277K -$62.9K -2,398 -19%
EFG
311
Elios Financial Group
Ohio
$276K +$61.1K +2,327 +29%
GWP
312
Gateway Wealth Partners
Wisconsin
$274K -$61K -2,325 -18%
UWM
313
USAdvisors Wealth Management
Minnesota
$274K +$9.63K +367 +4%
CA
314
Calton & Associates
Florida
$273K +$269K +10,255 New
CCWM
315
Cassaday & Co Wealth Management
Virginia
$272K
FIM
316
FWL Investment Management
Texas
$267K +$172K +6,542 +187%
LFG
317
Lockerman Financial Group
California
$266K +$63.7K +2,426 +32%
NFG
318
Northeast Financial Group
Pennsylvania
$264K -$43K -1,639 -14%
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$261K +$33.9K +1,290 +15%
PAS
320
PKS Advisory Services
New York
$258K -$42K -1,599 -14%
EPP
321
ETF Portfolio Partners
Kansas
$251K +$79 +3 +0%
TA
322
TFB Advisors
Kansas
$247K +$18.6K +708 +8%
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$247K -$739K -28,144 -75%
TYCC
324
Texas Yale Capital Corp
Florida
$244K +$240K +9,161 New
FTS
325
Fifth Third Securities
Ohio
$241K -$432K -16,454 -64%

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.