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SPDR Portfolio Long Term Treasury ETF
SPTL

Overview Fund Activity

428 hedge funds and large institutions have $9.91B invested in SPDR Portfolio Long Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 158 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-34
Holders Change %
-7.36%
% of All Funds
5.74%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.32%
New
53
Increased
173
Reduced
158
Closed
78
Calls
$516K
Puts
–
Net Calls
+$516K
Net Calls Change
+$305K

Top Buyers

1
State Street
State Street
Massachusetts
$1.72B
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.54B
3
DWM
Destination Wealth Management
California
$54.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$543M
5
Financial Engines Advisors
Financial Engines Advisors
California
$1.32B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$234M
2
Goldman Sachs
Goldman Sachs
New York
$110M
3
GVAG
Great Valley Advisor Group
Delaware
$10.1M
4
TC
TownSquare Capital
Utah
$2.52M
5
LMIM
Lockheed Martin Investment Management
Maryland
$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$1.72B +$153M +5,737,583 +10%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.54B +$85.9M +3,231,049 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.32B +$42.8M +1,610,357 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$543M +$51.6M +1,942,501 +11%
MERSOM
5
Municipal Employees' Retirement System of Michigan
Michigan
$336M -$59.8M -2,251,407 -15%
NSLI
6
Nan Shan Life Insurance
Taiwan
$291M – – –
Bank of America
7
Bank of America
North Carolina
$253M -$34.7M -1,303,902 -12%
LPL Financial
8
LPL Financial
California
$249M -$34.2M -1,285,431 -12%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$234M -$210M -7,898,946 -47%
MG
10
Mather Group
Illinois
$189M +$8.27M +311,058 +5%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$179M +$11.6M +435,453 +7%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$162M +$26.9M +1,012,948 +20%
GI
13
GLOBALT Investments
Georgia
$140M -$4.02M -151,211 -3%
AssetMark Inc
14
AssetMark Inc
California
$127M +$12M +449,599 +10%
Goldman Sachs
15
Goldman Sachs
New York
$110M -$97.3M -3,661,295 -47%
AAS
16
Avantax Advisory Services
Texas
$109M +$2.71M +102,011 +3%
MSA
17
Mason Street Advisors
Wisconsin
$103M +$4.83M +181,800 +5%
APP
18
Avantax Planning Partners
Iowa
$102M +$3.21M +120,795 +3%
AWMS
19
Advocacy Wealth Management Services
Georgia
$96.9M +$23.9M +900,067 +33%
Stifel Financial
20
Stifel Financial
Missouri
$94.8M +$1.84M +69,075 +2%
ODIJL
21
One Day In July LLC
Vermont
$70M +$10.4M +391,237 +17%
CWM
22
Congress Wealth Management
Massachusetts
$66.8M +$1.19M +44,621 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$65.3M -$234K -8,817 -0.4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$64.3M -$5.85M -220,125 -8%
Morgan Stanley
25
Morgan Stanley
New York
$61.8M -$11.6M -436,225 -16%
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