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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
State Street
1
State Street
Massachusetts
$1.61B +$36.1M +1,356,285 +2%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.49B +$94.9M +3,559,533 +7%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.31B +$34.5M +1,295,230 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$504M +$20.6K +773 +0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$455M +$48.8M +1,832,569 +12%
MERSOM
6
Municipal Employees' Retirement System of Michigan
Michigan
$406M +$85M +3,190,578 +27%
NSLI
7
Nan Shan Life Insurance
Taiwan
$299M
Bank of America
8
Bank of America
North Carolina
$295M -$39.9M -1,498,571 -12%
LPL Financial
9
LPL Financial
California
$291M +$7.4M +277,771 +3%
Goldman Sachs
10
Goldman Sachs
New York
$213M -$5.58M -209,469 -3%
MG
11
Mather Group
Illinois
$185M +$28.9M +1,086,251 +19%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$170M +$10.2M +382,370 +6%
GI
13
GLOBALT Investments
Georgia
$148M -$2.7M -101,226 -2%
JP Morgan Chase
14
JP Morgan Chase
New York
$138M +$29.6M +1,110,389 +28%
AssetMark Inc
15
AssetMark Inc
California
$118M +$7.91M +296,749 +7%
AAS
16
Avantax Advisory Services
Texas
$109M +$5.49M +206,114 +5%
APP
17
Avantax Planning Partners
Iowa
$101M +$2.85M +106,873 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$101M +$65.3M +2,448,899 +197%
MSA
19
Mason Street Advisors
Wisconsin
$101M -$184K -6,900 -0.2%
Stifel Financial
20
Stifel Financial
Missouri
$95.3M -$4.52M -169,440 -5%
GVAG
21
Great Valley Advisor Group
Delaware
$76.7M +$2.87M +107,797 +4%
Morgan Stanley
22
Morgan Stanley
New York
$75.3M -$16.2M -609,680 -18%
AWMS
23
Advocacy Wealth Management Services
Georgia
$74.9M +$7.28M +273,070 +11%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$71.9M +$1.29M +48,514 +2%
RA
25
RFG Advisory
Alabama
$71M +$10.3M +386,538 +17%