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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
GWM
301
GK Wealth Management
Nevada
$351K -$8.1K -304 -2%
JWCA
302
J.W. Cole Advisors
Florida
$351K +$343K +12,864 New
Creative Planning
303
Creative Planning
Kansas
$350K -$37.8K -1,420 -10%
KFG
304
Kingdom Financial Group
Arizona
$349K -$30.9K -1,158 -8%
Citadel Advisors
305
Citadel Advisors
Florida
$348K +$340K +12,752 New
GWP
306
Gateway Wealth Partners
Wisconsin
$345K +$122K +4,580 +57%
IAA
307
Independent Advisor Alliance
North Carolina
$343K -$30.7M -1,153,680 -99%
CAG
308
Csenge Advisory Group
Florida
$335K +$111K +4,152 +48%
WANY
309
Wealthspire Advisors (New York)
New York
$320K +$312K +11,721 New
WRPWM
310
Werba Rubin Papier Wealth Management
California
$316K +$309K +11,591 New
NFG
311
Northeast Financial Group
Pennsylvania
$315K -$434K -16,277 -58%
SB
312
Strategic Blueprint
Georgia
$315K -$184K -6,907 -37%
AWM
313
Axxcess Wealth Management
California
$314K +$307K +11,510 New
PAS
314
PKS Advisory Services
New York
$306K +$24.7K +927 +9%
LHC
315
Little House Capital
Massachusetts
$305K +$298K +11,185 New
JCFM
316
JBR Co Financial Management
Oklahoma
$300K -$135K -5,075 -32%
MFS
317
Mattson Financial Services
Michigan
$298K +$291K +10,926 New
4A
318
4Wealth Advisors
Illinois
$289K -$51.1K -1,916 -15%
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$287K +$279K +10,475 +17,172%
SPWG
320
Syntegra Private Wealth Group
Missouri
$287K +$281K +10,534 New
RIA
321
Regal Investment Advisors
Michigan
$285K -$55.4K -2,080 -17%
MSWM
322
McGlone Suttner Wealth Management
Wisconsin
$282K +$276K +10,354 New
CCWM
323
Cassaday & Co Wealth Management
Virginia
$279K +$272K +10,225 New
NA
324
Novus Advisors
South Carolina
$278K +$272K +10,206 New
AFP
325
Ausdal Financial Partners
Iowa
$274K -$16.2K -608 -6%