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State Street SPDR Portfolio Long Term Treasury ETF

469 hedge funds and large institutions have $10.6B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 193 increasing their positions, 166 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 49

41% more call options, than puts

Call options by funds: $728K | Put options by funds: $517K

16% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 166

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

2% more funds holding

Funds holding: 461469 (+8)

5.27% less ownership

Funds ownership: 95.72%90.45% (-5.3%)

14% less capital invested

Capital invested by funds: $12.3B → $10.6B (-$1.66B)

Holders
469
Holders Change
+8
Holders Change %
+1.74%
% of All Funds
6.29%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.39%
New
69
Increased
193
Reduced
166
Closed
49
Calls
$728K
Puts
$517K
Net Calls
+$211K
Net Calls Change
-$522K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$1.02M -$2.34M -87,886 -70%
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$1.01M -$27.8K -1,045 -3%
BW
228
Balance Wealth
Ohio
$1.01M +$987K +37,054 New
ECA
229
Elevated Capital Advisors
Utah
$1M -$81.7K -3,067 -8%
BOC
230
Blue Oak Capital
California
$977K +$511K +19,178 +115%
WJA
231
Willis Johnson & Associates
Texas
$963K +$300K +11,257 +47%
AI
232
Auour Investments
Massachusetts
$962K +$291K +10,931 +44%
UAG
233
United Advisor Group
Ohio
$941K +$119K +4,463 +15%
PWG
234
Private Wealth Group
Florida
$939K -$205K -7,696 -18%
AFG
235
Atomi Financial Group
New York
$929K +$550K +20,624 +153%
VCA
236
Verdence Capital Advisors
Maryland
$917K -$342K -12,819 -28%
IPWA
237
International Private Wealth Advisors
California
$891K +$141K +5,306 +19%
CNC
238
Citizens & Northern Corp
Pennsylvania
$856K -$99K -3,715 -11%
HI
239
Harbour Investments
Wisconsin
$837K -$124K -4,637 -13%
PTC
240
Private Trust Company
Ohio
$828K +$24.4K +914 +3%
PW
241
Paladin Wealth
Minnesota
$827K -$43.3K -1,626 -5%
EGA
242
E&G Advisors
Texas
$823K +$2.67K +100 +0.3%
LWMI
243
Landmark Wealth Management (Illinois)
Illinois
$820K +$801K +30,068 New
NFP
244
Narus Financial Partners
Utah
$816K +$59.6K +2,237 +8%
KWM
245
Kingsview Wealth Management
Oregon
$789K -$28.2K -1,057 -4%
CCFM
246
Clear Creek Financial Management
Washington
$743K +$409K +15,332 +129%
T
247
Tidemark
California
$734K -$6.27M -235,125 -90%
MFG
248
Merit Financial Group
Georgia
$732K -$31.6K -1,184 -4%
STA
249
Summit Trail Advisors
New York
$725K -$1.01M -38,061 -59%
RFS
250
Richardson Financial Services
Massachusetts
$714K +$155K +5,803 +28%