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SPDR Bloomberg 3-12 Month T-Bill ETF

230 hedge funds and large institutions have $2.1B invested in SPDR Bloomberg 3-12 Month T-Bill ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 73 reducing their positions, and 16 closing their positions.

Holders
230
Holders Change
+29
Holders Change %
+14.43%
% of All Funds
3.37%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.31%
New
45
Increased
98
Reduced
73
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NL
26
NDWM LLC
California
$18.3M +$18.3M +184,689 New
GM
27
GeoWealth Management
Illinois
$17.8M -$70.8K -714 -0.4%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$17.7M +$1.25M +12,583 +8%
PIA
29
Petredis Investment Advisors
Pennsylvania
$16.9M -$8.26M -83,283 -33%
KLI
30
Kelman-Lazarov Inc
Tennessee
$15.4M +$326K +3,287 +2%
LSAG
31
Lake Street Advisors Group
New Hampshire
$15.2M +$3.98M +40,185 +36%
CIA
32
Choate Investment Advisors
Massachusetts
$15.1M +$5.39M +54,348 +55%
TWM
33
TMD Wealth Management
Arizona
$14.6M -$2.18M -21,970 -13%
PAM
34
Peak Asset Management
Colorado
$13.2M +$849K +8,563 +7%
DWA
35
Delos Wealth Advisors
Texas
$13M +$674K +6,804 +5%
CF
36
Centaurus Financial
California
$12.8M +$4.15M +41,835 +48%
DWM
37
Dakota Wealth Management
Florida
$12.8M -$2.73M -27,529 -18%
IWM
38
Iams Wealth Management
Nebraska
$12.6M +$8.01M +80,774 +174%
IWC
39
Integrated Wealth Concepts
Massachusetts
$12.4M +$5.01M +50,562 +68%
WA
40
Waverly Advisors
Alabama
$12.2M -$67.3K -679 -0.5%
AC
41
AlphaCore Capital
California
$12.2M -$254K -2,563 -2%
BCMIO
42
Beacon Capital Management Inc (Ohio)
Ohio
$12M -$85.9K -867 -0.7%
LC
43
Legacy CG
Texas
$12M +$1.67M +16,798 +16%
UBS Group
44
UBS Group
Switzerland
$12M +$9.9M +99,834 +478%
CastleKeep Investment Advisors
45
CastleKeep Investment Advisors
Connecticut
$11.4M +$11.4M +114,896 New
Cerity Partners
46
Cerity Partners
New York
$11.3M -$68.5M -691,336 -86%
CAN
47
Cetera Advisor Networks
California
$11.2M -$1.95M -19,668 -15%
TCFP
48
Treasure Coast Financial Planning
Florida
$10.5M -$203K -2,044 -2%
PFS
49
Prospera Financial Services
Texas
$9.93M -$3.75M -37,846 -27%
AWM
50
Austin Wealth Management
Texas
$9.31M +$1.05M +10,577 +13%