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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
TWP
201
Tempus Wealth Planning
California
$1.45M -$61.1K -2,291 -4%
CWM
202
Cornerstone Wealth Management
Missouri
$1.42M +$357K +13,395 +35%
ITB
203
Idaho Trust Bank
Idaho
$1.41M +$1.38M +51,610 New
PPWP
204
Proquility Private Wealth Partners
Nevada
$1.39M +$115K +4,298 +9%
HIP
205
HUB Investment Partners
Texas
$1.36M +$1.33M +49,838 New
LSA
206
Lansing Street Advisors
Pennsylvania
$1.34M +$593K +22,263 +83%
IFG
207
Independent Financial Group
California
$1.32M -$254K -9,533 -16%
BO
208
Bank OZK
Arkansas
$1.3M +$465K +17,440 +58%
TSS
209
Two Sigma Securities
New York
$1.27M +$1.25M +46,739 New
FIA
210
Foundations Investment Advisors
Arizona
$1.27M +$136K +5,113 +12%
HGA
211
Hobbs Group Advisors
South Carolina
$1.27M -$1.91M -71,814 -61%
RWM
212
Ritholtz Wealth Management
New York
$1.25M +$1.22M +45,876 New
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$1.23M +$73.4K +2,753 +6%
FWM
214
FLP Wealth Management
Arkansas
$1.21M +$76.7K +2,877 +7%
ACA
215
Aptus Capital Advisors
Alabama
$1.19M -$1.27M -47,717 -52%
JCM
216
Jacobi Capital Management
Pennsylvania
$1.19M +$70.8K +2,655 +6%
IWMA
217
Ironwood Wealth Management (Arizona)
Arizona
$1.19M +$688K +25,820 +146%
CAG
218
Centerpoint Advisory Group
Kansas
$1.18M -$370K -13,876 -24%
SW
219
Simplicity Wealth
New Jersey
$1.17M +$1.15M +42,973 New
FPWM
220
FSB Premier Wealth Management
Iowa
$1.12M +$71.9K +2,697 +7%
5W
221
5T Wealth
California
$1.06M -$79.5K -2,983 -7%
BFG
222
Birch Financial Group
New Hampshire
$1.05M +$680K +25,497 +195%
DWP
223
Daymark Wealth Partners
Ohio
$1.05M -$52.2K -1,957 -5%
SFS
224
Sowell Financial Services
Arkansas
$1.04M +$88.5K +3,319 +10%
T
225
Transce3nd
Texas
$1.04M +$2.16K +81 +0.2%