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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
IPW
101
Impact Partnership Wealth
Georgia
$6.65M +$2.14M +79,414 +46%
RSWM
102
Robertson Stephens Wealth Management
California
$6.65M -$835K -30,938 -11%
IWAO
103
Independence Wealth Advisors (Ohio)
Ohio
$6.62M +$6.74M +249,946 New
JSW
104
Journey Strategic Wealth
New Jersey
$6.48M +$46.7K +1,731 +0.7%
KW
105
KWB Wealth
California
$6.42M +$65.5K +2,426 +1%
FHC
106
First Horizon Corporation
Tennessee
$6.39M -$2.25M -83,205 -26%
MAS
107
MPWM Advisory Solutions
Georgia
$6.37M +$44.4K +1,646 +0.7%
APC
108
Aspire Private Capital
North Carolina
$6.2M +$5.76M +213,468 +1,035%
TC
109
Town Capital
Maryland
$6.12M +$6.24M +231,290 New
KFGK
110
Keystone Financial Group (Kentucky)
Kentucky
$6.12M -$1.26M -46,718 -17%
KCM
111
KM Capital Management
Texas
$5.98M -$481K -17,845 -7%
DA
112
Detalus Advisors
Missouri
$5.93M -$320K -11,873 -5%
MML Investors Services
113
MML Investors Services
Massachusetts
$5.79M +$2.48M +91,912 +73%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$5.71M -$1.16M -42,964 -17%
AFA
115
AllGen Financial Advisors
Florida
$5.66M +$293K +10,862 +5%
NHFG
116
New Harbor Financial Group
Massachusetts
$5.61M +$155K +5,756 +3%
BFG
117
Buttonwood Financial Group
Missouri
$5.37M -$925K -34,274 -15%
FVWA
118
Foster Victor Wealth Advisors
South Carolina
$5.22M -$463K -17,143 -8%
JESC
119
J.E. Simmons & Co
Texas
$5.13M +$5.23M +193,988 New
JF
120
Jump Financial
Illinois
$5.05M -$2.14M -79,163 -29%
SWP
121
Stratos Wealth Partners
Ohio
$4.93M +$187K +6,915 +4%
SPIA
122
Steward Partners Investment Advisory
New York
$4.82M +$81.3K +3,015 +2%
BlackRock
123
BlackRock
New York
$4.76M +$4.22M +156,296 +660%
KAS
124
Kestra Advisory Services
Texas
$4.72M -$97.7K -3,620 -2%
TFS
125
Targeted Financial Services
Florida
$4.64M +$4.73M +175,147 New