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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
351
Geneos Wealth Management
Colorado
$216K -$31.3K -1,174 -13%
Corient Private Wealth
352
Corient Private Wealth
Florida
$214K +$209K +7,860 New
SGAM
353
Stephens Group Asset Management
Arkansas
$210K -$74.1K -2,780 -26%
FWM
354
FSR Wealth Management
Illinois
$209K -$5.73K -215 -3%
BTWM
355
Baker Tilly Wealth Management
Wisconsin
$208K -$16.9K -634 -8%
ATPW
356
Ashton Thomas Private Wealth
Arizona
$207K -$61.6K -2,313 -23%
LFG
357
Lockerman Financial Group
California
$207K +$202K +7,578 New
BAM
358
Belpointe Asset Management
Nevada
$202K -$991K -37,169 -83%
FCA
359
Fortis Capital Advisors
Kansas
$202K +$198K +7,411 New
AO
360
Advisor OS
Illinois
$202K +$197K +7,393 New
ACP
361
Aveo Capital Partners
Colorado
$201K -$511K -19,184 -72%
WCM
362
WealthTrak Capital Management
Virginia
$201K -$104K -3,904 -35%
BWAM
363
Boyd Watterson Asset Management
Ohio
$188K -$50.3K -1,887 -22%
EWA
364
EP Wealth Advisors
California
$187K -$11K -413 -6%
IA
365
IFP Advisors
Florida
$185K -$493K -18,483 -73%
CT
366
Clearstead Trust
Maine
$180K +$55.8K +2,095 +46%
WF
367
Wayfinding Financial
Washington
$163K +$160K +6,016 New
William Blair & Company
368
William Blair & Company
Illinois
$147K -$25.3K -949 -15%
BlackRock
369
BlackRock
New York
$136K -$49.7K -1,864 -27%
AF
370
Allworth Financial
California
$109K -$69.4K -2,605 -39%
BF
371
BOK Financial
Oklahoma
$109K +$8.93K +335 +9%
RWPA
372
Richard W. Paul & Associates
Michigan
$108K +$36.2K +1,358 +52%
TWC
373
TD Waterhouse Canada
Ontario, Canada
$106K -$80 -3 -0.1%
FIM
374
FWL Investment Management
Texas
$95.4K +$93.3K +3,500 New
HNB
375
Huntington National Bank
Ohio
$81.8K