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State Street SPDR FTSE International Government Inflation-Protected Bond ETF

75 hedge funds and large institutions have $229M invested in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $202M → $229M (+$27.5M)

3.56% more ownership

Funds ownership: 48%51.56% (+3.6%)

1% more funds holding

Funds holding: 7475 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
23
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$72.8M +$1.74M +43,879 +3%
Morgan Stanley
2
Morgan Stanley
New York
$29.7M +$12.1M +305,036 +76%
HFS
3
Hantz Financial Services
Michigan
$12.6M -$1.2M -30,406 -9%
G
4
GenTrust
Florida
$10.9M +$395K +10,000 +4%
LFWA
5
LBJ Family Wealth Advisors
Texas
$9.46M -$179K -4,530 -2%
Wells Fargo
6
Wells Fargo
California
$7.08M +$1.9M +47,965 +40%
RCS
7
Retirement Capital Strategies
California
$6.73M +$6.35M +160,476 New
Jane Street
8
Jane Street
New York
$6.63M -$1.5M -37,958 -19%
FA
9
Forefront Analytics
Pennsylvania
$6.03M +$676K +17,082 +13%
UBS Group
10
UBS Group
Switzerland
$5.62M -$1.4M -35,405 -21%
RFWA
11
RPg Family Wealth Advisory
Massachusetts
$5.34M +$830K +20,989 +20%
Bank of America
12
Bank of America
North Carolina
$5.3M -$6.65M -168,162 -57%
TFF
13
The Family Firm
Maryland
$4.7M -$231K -5,845 -5%
H
14
HoyleCohen
California
$4.59M -$97.9K -2,475 -2%
LPL Financial
15
LPL Financial
California
$4.43M -$1.51M -38,208 -27%
ITB
16
Idaho Trust Bank
Idaho
$4.33M +$2.98M +75,298 +269%
ULWM
17
Upper Left Wealth Management
Florida
$4.22M +$109K +2,764 +3%
CIM
18
Cambria Investment Management
California
$3.61M -$83.3K -2,106 -2%
SC
19
Sykon Capital
New York
$3.02M +$2.85M +71,993 New
WCM
20
Windham Capital Management
Massachusetts
$2.61M -$265K -6,709 -10%
OFS
21
OneAscent Financial Services
Alabama
$2.39M +$2.26M +57,081 New
GC
22
Guggenheim Capital
Illinois
$1.93M +$261K +6,602 +17%
Ameriprise
23
Ameriprise
Minnesota
$1.91M +$1.56M +39,467 +661%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.09M +$417K +10,551 +68%
AP
25
Aspect Partners
Virginia
$976K +$921K +23,283 New

WIP Hedge Fund Activity: Q4 2023 in Review

75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) for Q4 2023, worth a combined $229M — up 14% from $202M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WIP positions and 13 closed out — a net gain of 1 holder — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.1M. The largest seller was Bank of America, cutting an estimated $6.65M.

  • 75 institutional investors held State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) as of Q4 2023, up from 74 in Q3 2023.
  • Funds reported $229M of State Street SPDR FTSE International Government Inflation-Protected Bond ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 14 funds opened new State Street SPDR FTSE International Government Inflation-Protected Bond ETF positions in Q4 2023 and 13 closed out, a net change of +1 holder.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $12.1M added.
  • The largest State Street SPDR FTSE International Government Inflation-Protected Bond ETF seller in Q4 2023 was Bank of America, an estimated $6.65M sold.

Based on aggregated 13F filings for Q4 2023.