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
State Street
1
State Street
Massachusetts
$1.72B +$151M +5,737,583 +10%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.54B +$84.8M +3,231,049 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.32B +$42.3M +1,610,357 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$543M +$51M +1,942,501 +11%
MERSOM
5
Municipal Employees' Retirement System of Michigan
Michigan
$336M -$59.1M -2,251,407 -15%
NSLI
6
Nan Shan Life Insurance
Taiwan
$291M
Bank of America
7
Bank of America
North Carolina
$253M -$34.2M -1,303,902 -12%
LPL Financial
8
LPL Financial
California
$249M -$33.7M -1,285,431 -12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$234M -$207M -7,898,946 -47%
MG
10
Mather Group
Illinois
$189M +$8.16M +311,058 +5%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$179M +$11.4M +435,453 +7%
JP Morgan Chase
12
JP Morgan Chase
New York
$162M +$26.6M +1,012,948 +20%
GI
13
GLOBALT Investments
Georgia
$140M -$3.97M -151,211 -3%
AssetMark Inc
14
AssetMark Inc
California
$127M +$11.8M +449,599 +10%
Goldman Sachs
15
Goldman Sachs
New York
$110M -$96.1M -3,661,295 -47%
AAS
16
Avantax Advisory Services
Texas
$109M +$2.68M +102,011 +3%
MSA
17
Mason Street Advisors
Wisconsin
$103M +$4.77M +181,800 +5%
APP
18
Avantax Planning Partners
Iowa
$102M +$3.17M +120,795 +3%
AWMS
19
Advocacy Wealth Management Services
Georgia
$96.9M +$23.6M +900,067 +33%
Stifel Financial
20
Stifel Financial
Missouri
$94.8M +$1.81M +69,075 +2%
ODIJL
21
One Day In July LLC
Vermont
$70M +$10.3M +391,237 +17%
CWM
22
Congress Wealth Management
Massachusetts
$66.8M +$1.17M +44,621 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$65.3M -$231K -8,817 -0.4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$64.3M -$5.78M -220,125 -8%
Morgan Stanley
25
Morgan Stanley
New York
$61.8M -$11.4M -436,225 -16%

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.