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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
IWA
201
Integrity Wealth Advisors
California
$1.47M +$1.5M +55,527 New
SQA
202
Simon Quick Advisors
New Jersey
$1.47M -$9.15K -339 -0.6%
AWA
203
Arete Wealth Advisors
Illinois
$1.46M +$180K +6,686 +14%
BO
204
Bank OZK
Arkansas
$1.45M -$22.5K -833 -1%
CWM
205
Cornerstone Wealth Management
Missouri
$1.44M -$56.1K -2,078 -4%
CRW
206
Clarity Retirement & Wealth
Massachusetts
$1.37M +$1.39M +51,699 New
CIA
207
Concurrent Investment Advisors
Florida
$1.37M -$70K -2,595 -5%
ICM
208
Islay Capital Management
Texas
$1.32M -$306K -11,355 -19%
BMWS
209
Brady Martz Wealth Solutions
North Dakota
$1.3M -$421K -15,615 -24%
LJAC
210
L.J. Altfest & Co
New York
$1.29M -$241K -8,927 -15%
EF
211
Empowered Funds
Pennsylvania
$1.26M +$180K +6,660 +16%
AF
212
Apollon Financial
South Carolina
$1.25M +$1.27M +47,217 New
HIP
213
HUB Investment Partners
Texas
$1.24M -$50.6K -1,876 -4%
FWM
214
FLP Wealth Management
Arkansas
$1.24M +$422K +15,645 +50%
IPWA
215
International Private Wealth Advisors
California
$1.19M +$623K +23,101 +106%
PIA
216
Perennial Investment Advisors
California
$1.17M -$32.2K -1,195 -3%
NA
217
Novus Advisors
South Carolina
$1.16M +$1.18M +43,772 New
MFG
218
Magnus Financial Group
New York
$1.16M -$312K -11,566 -21%
AAS
219
Ameritas Advisory Services
Nebraska
$1.15M +$1.17M +43,366 +22,824%
FPWM
220
FSB Premier Wealth Management
Iowa
$1.13M +$14.8K +548 +1%
RFS
221
Richardson Financial Services
Massachusetts
$1.11M +$532K +19,714 +88%
ACA
222
Aptus Capital Advisors
Alabama
$1.1M +$2.51K +93 +0.2%
NFP
223
Narus Financial Partners
Utah
$1.09M +$2.59K +96 +0.2%
WJA
224
Willis Johnson & Associates
Texas
$1.07M +$60.4K +2,240 +6%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$1.07M +$415K +15,389 +62%