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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 %
VPP
476
Vertex Planning Partners
Illinois
– -$1.17M -44,855 Closed
BI
477
Bolthouse Investments
California
– -$1.17M -44,573 Closed
CG
478
Clifford Group
Massachusetts
– -$1.07M -40,748 Closed
SW
479
SteelPeak Wealth
California
– -$887K -33,873 Closed
WWM
480
Western Wealth Management
Colorado
– -$630K -24,046 Closed
HWP
481
Hibernia Wealth Partners
Louisiana
– -$541K -20,660 Closed
SWTS
482
Stonehaven Wealth & Tax Solutions
Wisconsin
– -$521K -19,885 Closed
ASN
483
Advisory Services Network
Georgia
– -$425K -16,235 Closed
XT
484
XTX Topco
Cayman Islands
– -$403K -15,394 Closed
BPA
485
Beacon Pointe Advisors
California
– -$367K -14,009 Closed
FAIM
486
Financial Advocates Investment Management
Washington
– -$301K -11,490 Closed
OWA
487
One Wealth Advisors
California
– -$261K -9,983 Closed
KWA
488
Kingswood Wealth Advisors
California
– -$205K -7,820 Closed
AWA
489
Acorn Wealth Advisors
Michigan
– -$201K -7,691 Closed
VHAM
490
Van Hulzen Asset Management
California
– -$78.3K -2,990 Closed
CP
491
Castleview Partners
Texas
– -$78.3K -2,990 Closed
MDA
492
Minot DeBlois Advisors
Massachusetts
– -$52.7K -2,013 Closed
AWM
493
Avior Wealth Management
Nebraska
– -$16.3K -624 Closed
KIM
494
Kestra Investment Management
Texas
– -$14.1K -538 Closed
PIS
495
POM Investment Strategies
North Carolina
– -$11.6K -444 Closed
HR
496
Howe & Rusling
New York
– -$11.1K -425 Closed
SC
497
SouthState Corp
Florida
– -$10.5K -401 Closed
CBT
498
CoreFirst Bank & Trust
Kansas
– -$10.2K -390 Closed
LC
499
Lavaca Capital
Texas
– -$9.72K -371 Closed
HHGA
500
Halbert Hargrove Global Advisors
California
– -$7.33K -280 Closed
17 18 19
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