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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
FIM
351
FWL Investment Management
Texas
$225K
OWCM
352
One Wealth Capital Management
Arizona
$223K +$24K +890 +12%
HBS
353
Howard Bailey Securities
Indiana
$223K -$30.6K -1,133 -12%
CAS
354
Coppell Advisory Solutions
Texas
$221K -$13.8K -513 -6%
PAS
355
PKS Advisory Services
New York
$221K -$3.91K -145 -2%
APA
356
Astoria Portfolio Advisors
New York
$215K -$41K -1,520 -16%
CIAS
357
Capital Investment Advisory Services
North Carolina
$215K -$7.96K -295 -4%
CWMGP
358
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$214K +$218K +8,092 New
VBFP
359
Valtinson Bruner Financial Planning
Minnesota
$212K +$217K +8,024 New
SF
360
Summit Financial
New Jersey
$212K +$216K +7,995 New
SWM
361
SeaCrest Wealth Management
New York
$211K -$1.38K -51 -0.6%
LA
362
Lifeworks Advisors
Michigan
$210K +$2.21K +82 +1%
FA
363
FSA Advisors
Michigan
$209K +$213K +7,878 New
AFP
364
Ausdal Financial Partners
Iowa
$208K +$2.4K +89 +1%
KFAS
365
Keating Financial Advisory Services
Kansas
$191K +$195K +7,218 New
KCM
366
Key Capital Management
Tennessee
$183K +$187K +6,930 New
William Blair & Company
367
William Blair & Company
Illinois
$171K +$39.7K +1,471 +29%
RPCA
368
Running Point Capital Advisors
California
$150K -$9.28K -344 -6%
CF
369
Collier Financial
Colorado
$122K -$182K -6,729 -59%
TCM
370
Triumph Capital Management
Colorado
$121K +$123K +4,568 New
PUI
371
Purpose Unlimited Inc
$119K +$121K +4,500 New
SAM
372
Smartleaf Asset Management
Massachusetts
$118K +$41.5K +1,539 +53%
TWC
373
TD Waterhouse Canada
Ontario, Canada
$116K
RWPA
374
Richard W. Paul & Associates
Michigan
$114K +$113K +4,192 +3,583%
AAP
375
Arax Advisory Partners
Colorado
$104K +$106K +3,922 New