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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
State Street
1
State Street
Massachusetts
$1.73B -$16.3M -618,556 -1%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.63B +$69.7M +2,639,099 +5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.41B +$68.5M +2,595,264 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$550M -$133K -5,034 -0%
MERSOM
5
Municipal Employees' Retirement System of Michigan
Michigan
$340M
NSLI
6
Nan Shan Life Insurance
Taiwan
$295M
LPL Financial
7
LPL Financial
California
$267M +$13.8M +523,102 +6%
Bank of America
8
Bank of America
North Carolina
$258M +$2.29M +86,547 +0.9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$237M -$322K -12,201 -0.1%
MG
10
Mather Group
Illinois
$202M +$9.61M +364,081 +5%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$180M -$1.34M -50,832 -0.8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$179M +$112M +4,230,989 +175%
JP Morgan Chase
13
JP Morgan Chase
New York
$179M +$14.7M +555,771 +9%
GI
14
GLOBALT Investments
Georgia
$141M -$1.18M -44,790 -0.8%
AssetMark Inc
15
AssetMark Inc
California
$130M +$860K +32,556 +0.7%
Goldman Sachs
16
Goldman Sachs
New York
$109M -$2.18M -82,500 -2%
APP
17
Avantax Planning Partners
Iowa
$109M +$5.03M +190,390 +5%
MSA
18
Mason Street Advisors
Wisconsin
$107M +$2.32M +87,740 +2%
AWMS
19
Advocacy Wealth Management Services
Georgia
$106M +$7.5M +284,204 +8%
Stifel Financial
20
Stifel Financial
Missouri
$102M +$6.25M +236,809 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$86.6M +$45.8M +1,736,485 +115%
ODIJL
22
One Day In July LLC
Vermont
$78.9M +$7.78M +294,852 +11%
Morgan Stanley
23
Morgan Stanley
New York
$71.6M +$8.75M +331,378 +14%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$71.5M +$5.17M +195,886 +8%
DWM
25
Destination Wealth Management
California
$56.5M +$898K +34,009 +2%