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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 %
AW
401
Avion Wealth
Texas
$17K – – –
FFO
402
Fortitude Family Office
Arizona
$16.1K – – –
MBFW
403
Morton Brown Family Wealth
Pennsylvania
$15.9K +$15.9K +582 New
NMG
404
New Millennium Group
Utah
$15.8K -$927 -34 -6%
LFA
405
LGT Financial Advisors
Texas
$15.4K – – –
HFS
406
Hughes Financial Services
Virginia
$14.4K +$14.4K +527 New
OWP
407
ORG Wealth Partners
Texas
$14.4K – – –
WB
408
Webster Bank
Connecticut
$13.3K +$13.3K +489 New
NS
409
NBC Securities
Alabama
$13K +$13K +513 New
PA
410
PSI Advisors
Florida
$12.4K -$66.3K -2,431 -84%
SHF
411
Safe Harbor Fiduciary
Florida
$12.1K -$382 -14 -3%
NCM
412
Northwest Capital Management
Oregon
$11K +$2.56K +94 +31%
EWA
413
EverSource Wealth Advisors
Alabama
$10.6K -$14.6K -537 -58%
BWL
414
Bogart Wealth LLC
Virginia
$10.4K – – –
SIM
415
Synergy Investment Management
Florida
$9.93K -$563K -20,640 -98%
VWWMG
416
Vermillion & White Wealth Management Group
Pennsylvania
$9.41K -$1.98M -72,434 -100%
WA
417
Whipplewood Advisors
Colorado
$9.13K +$9.13K +136 New
HFS
418
Hantz Financial Services
Michigan
$9K – – –
SWM
419
Spire Wealth Management
Virginia
$8.01K -$33.3K -1,223 -81%
OPTFSNA
420
Old Point Trust & Financial Services N A
Virginia
$7.82K – – –
CA
421
Crewe Advisors
Utah
$7.39K – – –
WSFS
422
Wilmington Savings Fund Society
Delaware
$5.29K +$5.29K +194 New
BA
423
Bristlecone Advisors
Washington
$5.04K +$5.04K +185 New
US Bancorp
424
US Bancorp
Minnesota
$4.67K -$333K -12,209 -99%
DFA
425
DHJJ Financial Advisors
Illinois
$3.9K – – –
15 16
17
18 19