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SPDR Portfolio Long Term Treasury ETF

430 hedge funds and large institutions have $9.91B invested in SPDR Portfolio Long Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 160 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 2825 (-3)

31% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 77

Holders
430
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$516K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$56.8M
DWM
27
Destination Wealth Management
California
$54.8M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$43.2M
UBS Group
29
UBS Group
Switzerland
$41.8M
VFA
30
Voya Financial Advisors
Connecticut
$41.6M
Raymond James Financial
31
Raymond James Financial
Florida
$38.9M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$37.7M
Wells Fargo
33
Wells Fargo
California
$36.7M
Truist Financial
34
Truist Financial
North Carolina
$29.5M
SFP
35
Shepherd Financial Partners
Massachusetts
$29M
RA
36
RFG Advisory
Alabama
$28.7M
SW
37
SoFi Wealth
California
$28.1M
MC
38
McMorgan & Co
California
$27.3M
AG
39
Ascent Group
Virginia
$27.3M
AA
40
Advisory Alpha
Michigan
$26.9M
ML
41
McAdam LLC
Pennsylvania
$25.7M
OBWP
42
O'Brien Wealth Partners
Massachusetts
$24.4M
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$22.6M
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$22.2M
CIAS
45
CFS Investment Advisory Services
New Jersey
$22M
GAG
46
GM Advisory Group
New York
$20.2M
IWC
47
Integrated Wealth Concepts
Massachusetts
$20M
AWM
48
AE Wealth Management
Kansas
$19.8M
Mariner
49
Mariner
Kansas
$19.7M
CCA
50
Checchi Capital Advisers
California
$19.4M