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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
UBS Group
26
UBS Group
Switzerland
$70.7M -$8.38M -314,596 -11%
CWM
27
Congress Wealth Management
Massachusetts
$67.3M -$1.04M -38,895 -2%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$67.2M +$6.09M +228,600 +10%
LMIM
29
Lockheed Martin Investment Management
Maryland
$67.2M +$5.08M +190,800 +8%
TC
30
TownSquare Capital
Utah
$67M +$2.08M +78,163 +3%
Raymond James Financial
31
Raymond James Financial
Florida
$66.9M -$16.5M -619,552 -20%
ODIJL
32
One Day In July LLC
Vermont
$61.2M +$6.22M +233,270 +12%
VFA
33
Voya Financial Advisors
Connecticut
$48.4M -$961K -36,062 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$44.8M +$13.1M +490,637 +43%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$37.3M +$9.95M +373,414 +37%
AWM
36
AE Wealth Management
Kansas
$35.7M +$726K +27,257 +2%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$34.3M
Osaic Holdings
38
Osaic Holdings
Arizona
$33.6M -$22M -826,967 -40%
EWA
39
ERTS Wealth Advisors
Michigan
$32.7M +$455K +17,075 +1%
Truist Financial
40
Truist Financial
North Carolina
$31.1M +$12.4M +465,283 +69%
Wells Fargo
41
Wells Fargo
California
$29.1M -$4.59M -172,404 -14%
AA
42
Advisory Alpha
Michigan
$28M +$1.05M +39,436 +4%
MC
43
McMorgan & Co
California
$27.8M +$8.82M +331,048 +48%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$27.1M -$531K -19,938 -2%
SW
45
SoFi Wealth
California
$26.6M +$25.3M +950,244 +3,631%
CCA
46
Checchi Capital Advisers
California
$25.4M +$1.74M +65,446 +8%
OBWP
47
O'Brien Wealth Partners
Massachusetts
$25.3M +$283K +10,604 +1%
ML
48
McAdam LLC
Pennsylvania
$24.5M -$47.7K -1,789 -0.2%
PS
49
Principal Securities
Iowa
$24.4M
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$23.2M +$6.08M +228,043 +37%