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State Street SPDR Portfolio Long Term Treasury ETF

419 hedge funds and large institutions have $10.4B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 181 increasing their positions, 145 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $429K | Put options by funds: $299K

25% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 145

2.97% more ownership

Funds ownership: 85.71%88.68% (+3%)

5% more capital invested

Capital invested by funds: $9.92B → $10.4B (+$476M)

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

4% less funds holding

Funds holding: 438419 (-19)

Holders
419
Holders Change
-19
Holders Change %
-4.34%
% of All Funds
5.5%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
56
Increased
181
Reduced
145
Closed
58
Calls
$429K
Puts
$299K
Net Calls
+$130K
Net Calls Change
-$386K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
176
Tortoise Investment Management
New York
$1.83M -$79.2K -3,000 -4%
DW30
177
Drucker Wealth 3.0
New Jersey
$1.8M +$908K +34,408 +106%
SCM
178
SCS Capital Management
Massachusetts
$1.79M -$11.5M -436,959 -87%
2L
179
25 LLC
Missouri
$1.78M -$35.7K -1,352 -2%
BMWS
180
Brady Martz Wealth Solutions
North Dakota
$1.74M -$15.1K -572 -0.9%
BFG
181
Birch Financial Group
New Hampshire
$1.72M +$217K +8,227 +15%
SEIA
182
Signature Estate & Investment Advisors
California
$1.71M +$61.3K +2,323 +4%
ICM
183
Islay Capital Management
Texas
$1.65M
OPWM
184
Oregon Pacific Wealth Management
Oregon
$1.6M +$1.57M +59,532 New
JCM
185
Jacobi Capital Management
Pennsylvania
$1.57M +$216K +8,172 +16%
LJAC
186
L.J. Altfest & Co
New York
$1.56M -$38.2K -1,448 -2%
IWMA
187
Ironwood Wealth Management (Arizona)
Arizona
$1.53M -$967K -36,639 -39%
CWM
188
Cornerstone Wealth Management
Missouri
$1.53M -$42.6K -1,613 -3%
FCM
189
Fire Capital Management
California
$1.51M +$105K +3,973 +8%
SQA
190
Simon Quick Advisors
New Jersey
$1.5M +$60.9K +2,308 +4%
BO
191
Bank OZK
Arkansas
$1.5M +$5.99K +227 +0.4%
TWP
192
Tempus Wealth Planning
California
$1.49M +$16.8K +637 +1%
MFG
193
Magnus Financial Group
New York
$1.49M -$225K -8,513 -13%
CIA
194
Concurrent Investment Advisors
Florida
$1.46M +$1.1M +41,823 +336%
GAG
195
Goodman Advisory Group
Massachusetts
$1.37M -$357K -13,509 -21%
HIP
196
HUB Investment Partners
Texas
$1.32M -$27.2K -1,030 -2%
AWA
197
Arete Wealth Advisors
Illinois
$1.3M +$432K +16,370 +51%
UAG
198
United Advisor Group
Ohio
$1.24M +$226K +8,544 +23%
PIA
199
Perennial Investment Advisors
California
$1.22M +$1.2M +45,399 New
SWM
200
Silverlake Wealth Management
Vermont
$1.2M +$1.18M +44,663 New