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State Street SPDR Portfolio Long Term Treasury ETF

461 hedge funds and large institutions have $12.3B invested in State Street SPDR Portfolio Long Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 164 increasing their positions, 167 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $333K

50% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 66

14% more capital invested

Capital invested by funds: $10.8B → $12.3B (+$1.48B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

5% more funds holding

Funds holding: 437461 (+24)

3.03% more ownership

Funds ownership: 92.69%95.72% (+3%)

2% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 167

Holders
461
Holders Change
+24
Holders Change %
+5.49%
% of All Funds
6.07%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
99
Increased
164
Reduced
167
Closed
66
Calls
$1.07M
Puts
$333K
Net Calls
+$733K
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.38B -$274K -10,004 -10%
State Street
2
State Street
Massachusetts
$1.51B +$79.5M +2,902,238 +5%
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.34B +$89.5M +3,266,431 +7%
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.22B +$98.5M +3,597,899 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$484M -$45K -1,642 -0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$389M +$1.06M +38,519 +0.3%
Bank of America
7
Bank of America
North Carolina
$322M -$122M -4,470,101 -27%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$306M -$29.4M -1,074,058 -8%
NSLI
9
Nan Shan Life Insurance
Taiwan
$287M
LPL Financial
10
LPL Financial
California
$272M -$17M -622,335 -6%
Goldman Sachs
11
Goldman Sachs
New York
$210M -$168M -6,120,602 -43%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$154M +$28.7M +1,047,090 +22%
MG
13
Mather Group
Illinois
$150M +$43.2M +1,577,519 +38%
GI
14
GLOBALT Investments
Georgia
$145M +$149M +5,423,558 +4,803%
AssetMark Inc
15
AssetMark Inc
California
$105M +$20.9M +764,790 +23%
JP Morgan Chase
16
JP Morgan Chase
New York
$104M +$2.43M +88,724 +2%
AAS
17
Avantax Advisory Services
Texas
$99.7M +$4.38M +159,986 +4%
MSA
18
Mason Street Advisors
Wisconsin
$96.9M
Stifel Financial
19
Stifel Financial
Missouri
$96M +$3.66M +133,648 +4%
APP
20
Avantax Planning Partners
Iowa
$94.6M +$1.73M +63,123 +2%
Morgan Stanley
21
Morgan Stanley
New York
$88.3M +$4.72M +172,361 +5%
Raymond James Financial
22
Raymond James Financial
Florida
$80.5M +$84.2M +3,073,072 New
UBS Group
23
UBS Group
Switzerland
$76.2M -$2.99M -109,336 -4%
GVAG
24
Great Valley Advisor Group
Delaware
$70.9M +$7.89M +288,159 +12%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$67.8M -$342K -12,471 -0.5%