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.

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
1
Fisher Asset Management
Washington
$1.49B
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$406M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$101M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$455M
5
State Street
5
State Street
Massachusetts
$1.61B

Top Sellers

1
SWIG
1
Strategic Wealth Investment Group
Kentucky
$2.19M
2
OIA
2
OneDigital Investment Advisors
Kansas
$15.6M
3
Bank of America
3
Bank of America
North Carolina
$295M
4
IAA
4
Independent Advisor Alliance
North Carolina
$343K
5
DF
5
Donoghue Forlines
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$70.7M -$8.58M -314,596 -11%
CWM
27
Congress Wealth Management
Massachusetts
$67.3M -$1.06M -38,895 -2%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$67.2M +$6.23M +228,600 +10%
LMIM
29
Lockheed Martin Investment Management
Maryland
$67.2M +$5.2M +190,800 +8%
TC
30
TownSquare Capital
Utah
$67M +$2.13M +78,163 +3%
Raymond James Financial
31
Raymond James Financial
Florida
$66.9M -$16.9M -619,552 -20%
ODIJL
32
One Day In July LLC
Vermont
$61.2M +$6.36M +233,270 +12%
VFA
33
Voya Financial Advisors
Connecticut
$48.4M -$975K -36,062 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$44.8M +$13.4M +490,637 +43%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$37.3M +$10.2M +373,414 +37%
AWM
36
AE Wealth Management
Kansas
$35.7M +$743K +27,257 +2%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$34.3M – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$33.6M -$22.5M -826,967 -40%
EWA
39
ERTS Wealth Advisors
Michigan
$32.7M +$465K +17,075 +1%
Truist Financial
40
Truist Financial
North Carolina
$31.1M +$12.7M +465,283 +69%
Wells Fargo
41
Wells Fargo
California
$29.1M -$4.7M -172,404 -14%
AA
42
Advisory Alpha
Michigan
$28M +$1.07M +39,436 +4%
MC
43
McMorgan & Co
California
$27.8M +$9.02M +331,048 +48%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$27.1M -$544K -19,938 -2%
SW
45
SoFi Wealth
California
$26.6M +$25.9M +950,244 +3,631%
CCA
46
Checchi Capital Advisers
California
$25.4M +$1.78M +65,446 +8%
OBWP
47
O'Brien Wealth Partners
Massachusetts
$25.3M +$289K +10,604 +1%
ML
48
McAdam LLC
Pennsylvania
$24.5M -$48.8K -1,789 -0.2%
PS
49
Principal Securities
Iowa
$24.4M – – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$23.2M +$6.22M +228,043 +37%
1
2
3 4 5