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
TIM
176
Tortoise Investment Management
New York
$1.89M -$176K -6,713 -9%
BCM
177
Boltwood Capital Management
California
$1.87M +$127K +4,840 +7%
FIA
178
Foundations Investment Advisors
Arizona
$1.85M +$609K +23,198 +50%
2L
179
25 LLC
Missouri
$1.79M +$21.9K +833 +1%
IFG
180
Independent Financial Group
California
$1.79M +$500K +19,039 +39%
PGF
181
Plan Group Financial
Oklahoma
$1.76M +$31.6K +1,203 +2%
BMWS
182
Brady Martz Wealth Solutions
North Dakota
$1.73M -$2.63M -100,366 -61%
GAG
183
Goodman Advisory Group
Massachusetts
$1.71M -$5.55M -211,630 -77%
SIA
184
Strategic Investment Advisors
Michigan
$1.7M +$152K +5,791 +10%
MFG
185
Magnus Financial Group
New York
$1.69M -$238K -9,054 -12%
APC
186
Aspire Private Capital
North Carolina
$1.68M +$103K +3,916 +7%
SHJ
187
Sharkey, Howes & Javer
Colorado
$1.68M +$1.66M +63,078 New
SEIA
188
Signature Estate & Investment Advisors
California
$1.63M -$743K -28,321 -32%
ICM
189
Islay Capital Management
Texas
$1.62M +$1.37M +52,148 +581%
LJAC
190
L.J. Altfest & Co
New York
$1.57M -$3.81K -145 -0.2%
SFS
191
Sowell Financial Services
Arkansas
$1.57M +$550K +20,939 +55%
CWM
192
Cornerstone Wealth Management
Missouri
$1.55M +$161K +6,132 +12%
BFG
193
Birch Financial Group
New Hampshire
$1.48M +$446K +17,008 +44%
BO
194
Bank OZK
Arkansas
$1.47M +$200K +7,608 +16%
TWP
195
Tempus Wealth Planning
California
$1.46M +$42.4K +1,616 +3%
SQA
196
Simon Quick Advisors
New Jersey
$1.42M +$1.4M +53,484 New
FCM
197
Fire Capital Management
California
$1.38M +$1.37M +52,012 New
SAW
198
Signal Advisors Wealth
Michigan
$1.35M +$824K +31,382 +161%
JCM
199
Jacobi Capital Management
Pennsylvania
$1.33M +$169K +6,439 +15%
HIP
200
HUB Investment Partners
Texas
$1.32M

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.