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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
State Street
1
State Street
Massachusetts
$1.94B +$240M +8,902,135 +14%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.44B +$54.7M +2,027,723 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$564M +$24.4M +903,101 +4%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$408M +$74.7M +2,767,751 +22%
LPL Financial
5
LPL Financial
California
$321M +$59.5M +2,205,261 +22%
NSLI
6
Nan Shan Life Insurance
Taiwan
$290M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$266M +$33.9M +1,257,796 +14%
Bank of America
8
Bank of America
North Carolina
$254M +$419K +15,529 +0.2%
MG
9
Mather Group
Illinois
$206M +$8.13M +301,484 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$179M +$3.54M +131,151 +2%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$161M -$16.2M -599,950 -9%
JP Morgan Chase
12
JP Morgan Chase
New York
$155M -$21.4M -793,133 -12%
AssetMark Inc
13
AssetMark Inc
California
$153M +$26.7M +989,384 +21%
GI
14
GLOBALT Investments
Georgia
$134M -$4.39M -162,843 -3%
APP
15
Avantax Planning Partners
Iowa
$111M +$4.39M +162,742 +4%
Goldman Sachs
16
Goldman Sachs
New York
$106M -$1.55M -57,405 -1%
MSA
17
Mason Street Advisors
Wisconsin
$106M +$945K +35,040 +0.9%
AWMS
18
Advocacy Wealth Management Services
Georgia
$101M -$2.8M -103,716 -3%
Stifel Financial
19
Stifel Financial
Missouri
$87.9M -$13M -482,013 -13%
ODIJL
20
One Day In July LLC
Vermont
$85.5M +$8.11M +300,467 +10%
Osaic Holdings
21
Osaic Holdings
Arizona
$73M -$13.1M -486,353 -15%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$72.8M +$2.61M +96,619 +4%
Morgan Stanley
23
Morgan Stanley
New York
$70.6M +$201K +7,467 +0.3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$69.2M +$35.6M +1,319,951 +102%
FFA
25
Farther Finance Advisors
California
$61.8M +$19.4M +719,392 +45%