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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.

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 Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$1.61B 59,116,508 +1,356,285 +2%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.49B 54,719,174 +3,559,533 +7%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.31B 48,006,634 +1,295,230 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$504M 18,480,311 +773 +0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$455M 16,703,862 +1,832,569 +12%
MERSOM
6
Municipal Employees' Retirement System of Michigan
Michigan
$406M 14,880,982 +3,190,578 +27%
NSLI
7
Nan Shan Life Insurance
Taiwan
$299M 10,956,900 – –
Bank of America
8
Bank of America
North Carolina
$295M 10,805,716 -1,498,571 -12%
LPL Financial
9
LPL Financial
California
$291M 10,667,377 +277,771 +3%
Goldman Sachs
10
Goldman Sachs
New York
$213M 7,804,559 -209,469 -3%
MG
11
Mather Group
Illinois
$185M 6,803,893 +1,086,251 +19%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$170M 6,288,804 +382,370 +6%
GI
13
GLOBALT Investments
Georgia
$148M 5,435,247 -101,226 -2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$138M 5,070,888 +1,110,389 +28%
AssetMark Inc
15
AssetMark Inc
California
$118M 4,324,945 +296,749 +7%
AAS
16
Avantax Advisory Services
Texas
$109M 4,011,892 +206,114 +5%
APP
17
Avantax Planning Partners
Iowa
$101M 3,717,179 +106,873 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$101M 3,693,991 +2,448,899 +197%
MSA
19
Mason Street Advisors
Wisconsin
$101M 3,693,100 -6,900 -0.2%
Stifel Financial
20
Stifel Financial
Missouri
$95.3M 3,496,923 -169,440 -5%
GVAG
21
Great Valley Advisor Group
Delaware
$76.7M 2,814,635 +107,797 +4%
Morgan Stanley
22
Morgan Stanley
New York
$75.3M 2,762,965 -609,680 -18%
AWMS
23
Advocacy Wealth Management Services
Georgia
$74.9M 2,747,114 +273,070 +11%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$71.9M 2,638,460 +48,514 +2%
RA
25
RFG Advisory
Alabama
$71M 2,603,482 +386,538 +17%
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