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SPDR Bloomberg 1-3 Month T-Bill ETF
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Overview Fund Activity

974 hedge funds and large institutions have $22.6B invested in SPDR Bloomberg 1-3 Month T-Bill ETF in 2023 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 315 increasing their positions, 400 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
+113
Holders Change %
+13.12%
% of All Funds
14.28%
Holding in Top 10
174
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-9.38%
% of All Funds
2.55%
New
196
Increased
315
Reduced
400
Closed
73
Calls
$3.24M
Puts
$9.81M
Net Calls
-$6.57M
Net Calls Change
-$4.03M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$1.64B
2
Morgan Stanley
Morgan Stanley
New York
$2.82B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.26B
4
Capital International Investors
Capital International Investors
California
$380M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$190M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$592M
2
Ameriprise
Ameriprise
Minnesota
$296M
3
AWM
AE Wealth Management
Kansas
$190M
4
GS
GTS Securities
New York
$16.3M
5
AssetMark Inc
AssetMark Inc
California
$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
826
White Lighthouse Investment Management
Massachusetts
$253K +$253K +2,769 New
EWM
827
Executive Wealth Management
Michigan
$252K -$8.23K -90 -3%
FCG
828
Fielder Capital Group
Tennessee
$251K +$251K +2,743 New
CFD
829
Creative Financial Designs
Indiana
$251K +$205K +2,245 +452%
FT
830
Fiduciary Trust
Massachusetts
$250K +$250K +2,737 New
SFP
831
Sterling Financial Planning
New Jersey
$250K – – –
JSA
832
Jacobson & Schmitt Advisors
Wisconsin
$249K -$25.9K -283 -9%
SWM
833
Scissortail Wealth Management
Oklahoma
$249K +$249K +2,714 New
SWA
834
Stratos Wealth Advisors
Ohio
$248K -$11.2K -122 -4%
LIM
835
Leavell Investment Management
Alabama
$248K +$248K +2,713 New
GCA
836
Greenwood Capital Associates
South Carolina
$248K – – –
SG
837
StoneX Group
New York
$245K -$933K -10,213 -79%
CP
838
Cumberland Partners
Ontario, Canada
$242K – – –
AWM
839
Atticus Wealth Management
Florida
$242K +$72.3K +791 +43%
PF
840
Parker Financial
Washington
$242K -$14.7K -161 -6%
NB
841
NBT Bank
New York
$240K -$67.7K -741 -22%
AWM
842
Adams Wealth Management
Utah
$240K +$240K +2,629 New
AIM
843
Alhambra Investment Management
Florida
$240K -$22.1K -242 -8%
QWM
844
Quaker Wealth Management
New Jersey
$240K +$240K +2,622 New
IGWM
845
ICA Group Wealth Management
Colorado
$238K +$238K +2,602 New
HSA
846
HBK Sorce Advisory
Pennsylvania
$237K -$723K -7,912 -75%
WDC
847
Woodward Diversified Capital
California
$236K +$236K +2,586 New
TMWM
848
Taylor & Morgan Wealth Management
Michigan
$229K +$229K +2,508 New
WFAG
849
Worth Financial Advisory Group
North Carolina
$229K +$24.2K +265 +12%
UW
850
Unique Wealth
Florida
$226K -$25.6K -280 -10%
32 33
34
35 36