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
DWM
26
Destination Wealth Management
California
$54.8M +$54.1M +2,060,808 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$43.2M -$482K -18,367 -1%
UBS Group
28
UBS Group
Switzerland
$41.8M -$26.9M -1,023,552 -39%
VFA
29
Voya Financial Advisors
Connecticut
$41.6M -$5.41M -206,187 -12%
Osaic Holdings
30
Osaic Holdings
Arizona
$40.3M +$7.24M +276,013 +22%
Raymond James Financial
31
Raymond James Financial
Florida
$38.9M -$26M -991,606 -40%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$37.7M -$59.7M -2,275,374 -62%
Wells Fargo
33
Wells Fargo
California
$36.7M +$8.26M +314,683 +30%
Truist Financial
34
Truist Financial
North Carolina
$29.5M -$774K -29,494 -3%
SFP
35
Shepherd Financial Partners
Massachusetts
$29M +$8.88M +338,314 +45%
RA
36
RFG Advisory
Alabama
$28.7M -$40M -1,525,271 -59%
SW
37
SoFi Wealth
California
$28.1M +$2.14M +81,704 +8%
MC
38
McMorgan & Co
California
$27.3M +$244K +9,283 +0.9%
AG
39
Ascent Group
Virginia
$27.3M +$12.4M +473,882 +86%
AA
40
Advisory Alpha
Michigan
$26.9M -$452K -17,232 -2%
ML
41
McAdam LLC
Pennsylvania
$25.7M +$1.82M +69,242 +8%
OBWP
42
O'Brien Wealth Partners
Massachusetts
$24.4M -$257K -9,789 -1%
SA
43
Sanctuary Advisors
Indiana
$24.4M +$5.63M +214,520 +31%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$22.6M -$13.7M -520,454 -38%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$22.2M -$3.8M -144,975 -15%
CIAS
46
CFS Investment Advisory Services
New Jersey
$22M +$6.32M +240,818 +41%
GAG
47
GM Advisory Group
New York
$20.2M +$1.39M +52,896 +7%
IWC
48
Integrated Wealth Concepts
Massachusetts
$20M +$6.83M +260,155 +53%
AWM
49
AE Wealth Management
Kansas
$19.8M -$14.8M -563,734 -43%
Mariner
50
Mariner
Kansas
$19.7M +$2.2M +83,965 +13%

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.