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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
DWM
26
Destination Wealth Management
California
$56.5M +$1.03M +38,330 +2%
Wells Fargo
27
Wells Fargo
California
$48.5M +$1.57M +58,328 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$45.3M -$215K -7,972 -0.5%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$42.5M -$6.21M -230,058 -13%
VFA
30
Voya Financial Advisors
Connecticut
$42M -$3.03M -112,168 -7%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$40.6M +$34.2M +1,267,676 +473%
SWA
32
Stratos Wealth Advisors
Ohio
$39.7M +$27.8M +1,028,922 +218%
MC
33
McMorgan & Co
California
$38.7M +$972K +36,037 +3%
SW
34
SoFi Wealth
California
$37.5M +$2.91M +107,855 +8%
Raymond James Financial
35
Raymond James Financial
Florida
$35.1M -$4.82M -178,631 -12%
AWM
36
AE Wealth Management
Kansas
$31.7M +$1.43M +52,848 +5%
ML
37
McAdam LLC
Pennsylvania
$30.4M +$2.98M +110,522 +11%
Fisher Asset Management
38
Fisher Asset Management
Washington
$29.4M -$1.6B -59,477,965 -98%
SWIG
39
Strategic Wealth Investment Group
Kentucky
$29.2M -$17.6M -651,472 -37%
AA
40
Advisory Alpha
Michigan
$29M +$330K +12,248 +1%
UBS Group
41
UBS Group
Switzerland
$28.5M -$536K -19,872 -2%
Truist Financial
42
Truist Financial
North Carolina
$28.1M -$19.9K -736 -0.1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$25.9M -$776K -28,749 -3%
SA
44
Sanctuary Advisors
Indiana
$25.1M -$93K -3,445 -0.4%
SFP
45
Shepherd Financial Partners
Massachusetts
$25M -$2.03M -75,259 -7%
OBWP
46
O'Brien Wealth Partners
Massachusetts
$24.6M -$423K -15,665 -2%
IWC
47
Integrated Wealth Concepts
Massachusetts
$24.5M +$3.97M +147,204 +19%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$23.8M -$1.31M -48,498 -5%
GAG
49
GM Advisory Group
New York
$21.9M +$1.96M +72,570 +10%
CIAS
50
CFS Investment Advisory Services
New Jersey
$21.4M -$2.66M -98,400 -11%