We are live on ! Find out more
SPTL icon

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
LA
326
Latitude Advisors
Florida
$240K +$237K +9,025 New
WAG
327
Wallace Advisory Group
California
$240K +$2K +76 +0.9%
FNWA
328
Financial Network Wealth Advisors
Utah
$225K -$11K -420 -5%
NWM
329
Napa Wealth Management
California
$218K -$218K -8,293 -50%
ESB
330
Essex Savings Bank
Connecticut
$218K -$2.23K -85 -1%
CIAS
331
Capital Investment Advisory Services
North Carolina
$215K -$25.2K -962 -11%
MOS
332
MGO One Seven
Ohio
$213K -$1.56M -59,610 -88%
FWM
333
FSR Wealth Management
Illinois
$213K +$8.77K +334 +4%
EWA
334
EP Wealth Advisors
California
$212K +$29.8K +1,136 +17%
HBS
335
Howard Bailey Securities
Indiana
$212K -$17.7K -673 -8%
LA
336
Lifeworks Advisors
Michigan
$209K -$3.96K -151 -2%
Corient Private Wealth
337
Corient Private Wealth
Florida
$206K -$2.52K -96 -1%
OMC
338
Old Mission Capital
Illinois
$200K +$198K +7,536 New
BWAM
339
Boyd Watterson Asset Management
Ohio
$155K -$28.2K -1,074 -16%
William Blair & Company
340
William Blair & Company
Illinois
$138K -$5.77K -220 -4%
T
341
Tidemark
California
$123K -$585K -22,297 -83%
Bank of Montreal
342
Bank of Montreal
Ontario, Canada
$114K -$450K -17,133 -80%
AF
343
Allworth Financial
California
$109K -$551 -21 -0.5%
RWPA
344
Richard W. Paul & Associates
Michigan
$109K +$3.52K +134 +3%
TWC
345
TD Waterhouse Canada
Ontario, Canada
$103K
BIA
346
Bell Investment Advisors
California
$100K -$145K -5,529 -59%
AAP
347
Arax Advisory Partners
Colorado
$98.8K +$62.3K +2,375 +177%
SAM
348
Smartleaf Asset Management
Massachusetts
$97.5K +$44.8K +1,708 +86%
CAWM
349
Capital A Wealth Management
Pennsylvania
$92.6K -$355K -13,518 -81%
CT
350
Clearstead Trust
Maine
$80.7K -$93.9K -3,576 -54%

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.