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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
SGI
476
Summit Global Investments
Utah
-$3.01M -114,935 Closed
CWG
477
Cornerstone Wealth Group
North Carolina
-$2.61M -99,703 Closed
EFM
478
E Fund Management
China
-$1.86M -71,124 Closed
EFMH
479
E Fund Management (HK)
Hong Kong
-$1.86M -71,124 Closed
SHJ
480
Sharkey, Howes & Javer
Colorado
-$1.56M -59,604 Closed
WWG
481
West Wealth Group
California
-$1.54M -58,835 Closed
LG
482
Leuthold Group
Minnesota
-$1.23M -46,817 Closed
VPP
483
Vertex Planning Partners
Illinois
-$1.17M -44,855 Closed
BI
484
Bolthouse Investments
California
-$1.17M -44,573 Closed
CG
485
Clifford Group
Massachusetts
-$1.07M -40,748 Closed
SW
486
SteelPeak Wealth
California
-$887K -33,873 Closed
WWM
487
Western Wealth Management
Colorado
-$630K -24,046 Closed
HWP
488
Hibernia Wealth Partners
Louisiana
-$541K -20,660 Closed
SWTS
489
Stonehaven Wealth & Tax Solutions
Wisconsin
-$521K -19,885 Closed
ASN
490
Advisory Services Network
Georgia
-$425K -16,235 Closed
XT
491
XTX Topco
Cayman Islands
-$403K -15,394 Closed
BPA
492
Beacon Pointe Advisors
California
-$367K -14,009 Closed
FAIM
493
Financial Advocates Investment Management
Washington
-$301K -11,490 Closed
OWA
494
One Wealth Advisors
California
-$261K -9,983 Closed
KWA
495
Kingswood Wealth Advisors
California
-$205K -7,820 Closed
AWA
496
Acorn Wealth Advisors
Michigan
-$201K -7,691 Closed
CP
497
Castleview Partners
Texas
-$78.3K -2,990 Closed
VHAM
498
Van Hulzen Asset Management
California
-$78.3K -2,990 Closed
MDA
499
Minot DeBlois Advisors
Massachusetts
-$52.7K -2,013 Closed
AWM
500
Avior Wealth Management
Nebraska
-$16.3K -624 Closed