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State Street SPDR Portfolio Long Term Treasury ETF

437 hedge funds and large institutions have $10.8B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,292% more call options, than puts

Call options by funds: $7.68M | Put options by funds: $552K

77% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 43

32% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 142

15% more capital invested

Capital invested by funds: $9.4B → $10.8B (+$1.39B)

7% more funds holding

Funds holding: 409437 (+28)

1.9% less ownership

Funds ownership: 94.59%92.69% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

Holders
437
Holders Change
+28
Holders Change %
+6.85%
% of All Funds
6.28%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.37%
New
76
Increased
188
Reduced
142
Closed
43
Calls
$7.68M
Puts
$552K
Net Calls
+$7.13M
Net Calls Change
+$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.59B -$2.22M -77,951 -0.1%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.39B +$232M +8,141,366 +20%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.25B +$53.6M +1,879,187 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$537M -$146M -5,122,857 -22%
Bank of America
5
Bank of America
North Carolina
$488M -$31M -1,087,023 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$431M +$66.2M +2,320,005 +19%
Goldman Sachs
7
Goldman Sachs
New York
$411M +$71.6K +2,511 +0%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$371M
LPL Financial
9
LPL Financial
California
$320M +$35.4M +1,239,586 +13%
NSLI
10
Nan Shan Life Insurance
Taiwan
$319M
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$142M +$55.8M +1,957,613 +67%
MG
12
Mather Group
Illinois
$120M +$107M +3,762,442 +996%
JP Morgan Chase
13
JP Morgan Chase
New York
$113M +$908K +31,838 +0.8%
MSA
14
Mason Street Advisors
Wisconsin
$108M
AAS
15
Avantax Advisory Services
Texas
$106M +$99.7M +3,496,330 +2,339%
APP
16
Avantax Planning Partners
Iowa
$103M -$2.07M -72,481 -2%
Stifel Financial
17
Stifel Financial
Missouri
$103M +$4.21M +147,589 +4%
TC
18
TownSquare Capital
Utah
$99.6M +$3.08M +107,965 +3%
AssetMark Inc
19
AssetMark Inc
California
$94.9M -$5.72M -200,517 -6%
Morgan Stanley
20
Morgan Stanley
New York
$93M -$1.21M -42,558 -1%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$91.2M +$1.09M +38,180 +1%
UBS Group
22
UBS Group
Switzerland
$87.7M -$246K -8,640 -0.3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$75.7M +$4.46M +156,236 +6%
CWM
24
Congress Wealth Management
Massachusetts
$73.4M -$37M -1,295,994 -34%
AWMS
25
Advocacy Wealth Management Services
Georgia
$71.9M +$8.11M +284,199 +13%