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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

426 hedge funds and large institutions have $9.9B invested in SPDR Portfolio Long Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 171 increasing their positions, 158 reducing their positions, and 78 closing their positions.

Holders
426
Holders Change
-36
Holders Change %
-7.79%
% of All Funds
5.72%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
53
Increased
171
Reduced
158
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.72B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.54B
3
DWM
3
Destination Wealth Management
California
$54.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$543M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.32B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$234M
2
Goldman Sachs
2
Goldman Sachs
New York
$110M
3
GVAG
3
Great Valley Advisor Group
Delaware
$10.1M
4
TC
4
TownSquare Capital
Utah
$2.52M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$3.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$56.8M 2,155,188 +924,163 +75%
DWM
27
Destination Wealth Management
California
$54.8M 2,060,808 +2,060,808 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$43.2M 1,625,770 -18,367 -1%
UBS Group
29
UBS Group
Switzerland
$41.8M 1,570,851 -1,023,552 -39%
VFA
30
Voya Financial Advisors
Connecticut
$41.6M 1,582,452 -206,187 -12%
Raymond James Financial
31
Raymond James Financial
Florida
$38.9M 1,461,914 -991,606 -40%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$37.7M 1,418,617 -2,275,374 -62%
Wells Fargo
33
Wells Fargo
California
$36.7M 1,381,392 +314,683 +30%
Truist Financial
34
Truist Financial
North Carolina
$29.5M 1,111,730 -29,494 -3%
SFP
35
Shepherd Financial Partners
Massachusetts
$29M 1,089,728 +338,314 +45%
RA
36
RFG Advisory
Alabama
$28.7M 1,078,211 -1,525,271 -59%
SW
37
SoFi Wealth
California
$28.1M 1,058,119 +81,704 +8%
MC
38
McMorgan & Co
California
$27.3M 1,028,294 +9,283 +0.9%
AG
39
Ascent Group
Virginia
$27.3M 1,026,965 +473,882 +86%
AA
40
Advisory Alpha
Michigan
$26.9M 1,011,581 -17,232 -2%
ML
41
McAdam LLC
Pennsylvania
$25.7M 968,637 +69,242 +8%
OBWP
42
O'Brien Wealth Partners
Massachusetts
$24.4M 917,946 -9,789 -1%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$22.6M 849,048 -520,454 -38%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$22.2M 848,565 -144,975 -15%
CIAS
45
CFS Investment Advisory Services
New Jersey
$22M 828,841 +240,818 +41%
GAG
46
GM Advisory Group
New York
$20.2M 760,057 +52,896 +7%
IWC
47
Integrated Wealth Concepts
Massachusetts
$20M 751,671 +260,155 +53%
AWM
48
AE Wealth Management
Kansas
$19.8M 746,181 -563,734 -43%
Mariner
49
Mariner
Kansas
$19.7M 740,805 +83,965 +13%
CCA
50
Checchi Capital Advisers
California
$19.4M 731,146 -201,396 -22%
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