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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
Charles Schwab
51
Charles Schwab
California
$21.7M -$5.77M -216,397 -21%
SFP
52
Shepherd Financial Partners
Massachusetts
$20.5M +$9.91M +371,824 +98%
TVAMP
53
Tennessee Valley Asset Management Partners
Tennessee
$19.3M +$5.64M +211,504 +43%
GAG
54
GM Advisory Group
New York
$19.3M -$4.35M -163,411 -19%
SA
55
Sanctuary Advisors
Indiana
$19.1M +$1.09M +40,976 +6%
PAG
56
Private Advisor Group
New Jersey
$18.7M +$4.96M +186,178 +37%
ST
57
Spinnaker Trust
Maine
$18.4M -$3.72M -139,626 -17%
Mariner
58
Mariner
Kansas
$17.9M -$90.3K -3,389 -0.5%
FHA
59
Flagship Harbor Advisors
Massachusetts
$17.7M -$14M -524,876 -45%
RWRC
60
R.W. Roge & Company
New York
$17.2M -$657K -24,666 -4%
II
61
Impact Investors
California
$16.9M +$3.34M +125,415 +25%
GI
62
Gradient Investments
Minnesota
$16.4M -$5.18M -194,340 -24%
CIAS
63
CFS Investment Advisory Services
New Jersey
$16M +$7.1M +266,584 +83%
OIA
64
OneDigital Investment Advisors
Kansas
$15.6M -$47.5M -1,780,851 -76%
AG
65
Ascent Group
Virginia
$15.1M +$13.6M +509,832 +1,179%
SFS
66
Security Financial Services
Indiana
$14.8M +$4.15M +155,875 +40%
SCM
67
SCS Capital Management
Massachusetts
$14.5M -$1.76M -66,152 -11%
WAM
68
WNY Asset Management
New York
$14.2M +$13.9M +522,536 New
Citigroup
69
Citigroup
New York
$14.1M -$1.65K -62 -0%
LFAS
70
Level Four Advisory Services
Texas
$13.9M +$2.41M +90,256 +22%
IWC
71
Integrated Wealth Concepts
Massachusetts
$13.4M -$2.95M -110,693 -18%
TI
72
Tidal Investments
Wisconsin
$12.8M +$12.5M +467,912 New
Ameriprise
73
Ameriprise
Minnesota
$12.7M -$2.86M -107,439 -19%
UF
74
Univest Financial
Pennsylvania
$12.4M -$8.86M -332,593 -42%
NA
75
NewEdge Advisors
Louisiana
$12.2M -$10.6M -399,413 -47%