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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

428 hedge funds and large institutions have $9.91B invested in SPDR Portfolio Long Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 158 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-34
Holders Change %
-7.36%
% of All Funds
5.74%
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
173
Reduced
158
Closed
78
Calls
$516K
Puts
–
Net Calls
+$516K
Net Calls Change
+$305K

Top Buyers

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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$234M
2
Goldman Sachs
Goldman Sachs
New York
$110M
3
GVAG
Great Valley Advisor Group
Delaware
$10.1M
4
TC
TownSquare Capital
Utah
$2.52M
5
LMIM
Lockheed Martin Investment Management
Maryland
$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$56.8M +$24.4M +924,163 +75%
DWM
27
Destination Wealth Management
California
$54.8M +$54.8M +2,060,808 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$43.2M -$488K -18,367 -1%
UBS Group
29
UBS Group
Switzerland
$41.8M -$27.2M -1,023,552 -39%
VFA
30
Voya Financial Advisors
Connecticut
$41.6M -$5.42M -206,187 -12%
Raymond James Financial
31
Raymond James Financial
Florida
$38.9M -$26.4M -991,606 -40%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$37.7M -$60.5M -2,275,374 -62%
Wells Fargo
33
Wells Fargo
California
$36.7M +$8.36M +314,683 +30%
Truist Financial
34
Truist Financial
North Carolina
$29.5M -$784K -29,494 -3%
SFP
35
Shepherd Financial Partners
Massachusetts
$29M +$8.99M +338,314 +45%
RA
36
RFG Advisory
Alabama
$28.7M -$40.5M -1,525,271 -59%
SW
37
SoFi Wealth
California
$28.1M +$2.17M +81,704 +8%
MC
38
McMorgan & Co
California
$27.3M +$247K +9,283 +0.9%
AG
39
Ascent Group
Virginia
$27.3M +$12.6M +473,882 +86%
AA
40
Advisory Alpha
Michigan
$26.9M -$458K -17,232 -2%
ML
41
McAdam LLC
Pennsylvania
$25.7M +$1.84M +69,242 +8%
OBWP
42
O'Brien Wealth Partners
Massachusetts
$24.4M -$260K -9,789 -1%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$22.6M -$13.8M -520,454 -38%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$22.2M -$3.8M -144,975 -15%
CIAS
45
CFS Investment Advisory Services
New Jersey
$22M +$6.4M +240,818 +41%
GAG
46
GM Advisory Group
New York
$20.2M +$1.41M +52,896 +7%
IWC
47
Integrated Wealth Concepts
Massachusetts
$20M +$6.91M +260,155 +53%
AWM
48
AE Wealth Management
Kansas
$19.8M -$15M -563,734 -43%
Mariner
49
Mariner
Kansas
$19.7M +$2.23M +83,965 +13%
CCA
50
Checchi Capital Advisers
California
$19.4M -$5.35M -201,396 -22%
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