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State Street SPDR Portfolio Long Term Treasury ETF

477 hedge funds and large institutions have $9.31B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 193 increasing their positions, 147 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 32

38% more funds holding in top 10

Funds holding in top 10: 2433 (+9)

31% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 147

14% more funds holding

Funds holding: 418477 (+59)

3.35% less ownership

Funds ownership: 88.68%85.33% (-3.3%)

10% less capital invested

Capital invested by funds: $10.4B → $9.31B (-$1.09B)

Holders
477
Holders Change
+59
Holders Change %
+14.11%
% of All Funds
5.8%
Holding in Top 10
33
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+37.5%
% of All Funds
0.4%
New
99
Increased
193
Reduced
147
Closed
32
Calls
$2.37M
Puts
Net Calls
+$2.37M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
251
United Advisor Group
Ohio
$742K -$486K -18,001 -39%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$730K +$181K +6,705 +32%
EP
253
Essential Partners
California
$722K -$216 -8 -0%
SHJ
254
Sharkey, Howes & Javer
Colorado
$720K +$734K +27,201 New
MOS
255
MGO One Seven
Ohio
$715K +$227K +8,408 +45%
CFAM
256
Center For Asset Management
Florida
$709K +$84.5K +3,131 +13%
TVM
257
True Vision MN
Minnesota
$704K +$204K +7,544 +40%
MWM
258
Maridea Wealth Management
New York
$702K +$6.13K +227 +0.9%
WCFA
259
Walkner Condon Financial Advisors
Wisconsin
$684K +$110K +4,094 +19%
BWP
260
Balboa Wealth Partners
Arizona
$679K +$692K +25,652 New
ZWA
261
Zinnia Wealth Advisory
Florida
$671K +$684K +25,352 New
ITB
262
Idaho Trust Bank
Idaho
$663K -$69.8K -2,588 -9%
OPWM
263
Oregon Pacific Wealth Management
Oregon
$660K -$933K -34,593 -58%
KWM
264
Keebeck Wealth Management
Illinois
$653K +$29.2K +1,084 +5%
JRPIM
265
Journey Retirement Planning & Investment Management
Idaho
$646K +$659K +24,420 New
CCFM
266
Clear Creek Financial Management
Washington
$642K +$336K +12,451 +106%
MFG
267
Merit Financial Group
Georgia
$633K -$519K -19,246 -45%
EP
268
Edgestream Partners
New Jersey
$628K +$381K +14,127 +147%
BFA
269
Brown Financial Advisors
Ohio
$626K -$21.9K -813 -3%
GM
270
GeoWealth Management
Illinois
$609K +$348K +12,910 +128%
Simplex Trading
271
Simplex Trading
Illinois
$607K -$281K -10,417 -31%
FA
272
Fermata Advisors
California
$604K +$154K +5,714 +33%
LSA
273
Lansing Street Advisors
Pennsylvania
$600K -$33.9K -1,257 -5%
NG
274
Norden Group
Utah
$582K -$23.5K -871 -4%
IWM
275
IHT Wealth Management
Illinois
$577K +$11K +409 +2%