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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.

New
Increased
Maintained
Reduced
Closed
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 %
AFP
101
Alpha Financial Partners
Kentucky
$2.39M -$152K -1,533 -6%
WWM
102
WJ Wealth Management
Arizona
$2.31M -$699K -7,049 -23%
TCWM
103
Total Clarity Wealth Management
Illinois
$2.05M -$213K -2,149 -9%
CA
104
Cetera Advisors
Colorado
$2.01M +$948K +9,561 +89%
AAS
105
Ameritas Advisory Services
Nebraska
$1.96M -$2.96M -29,843 -60%
BAM
106
Belpointe Asset Management
Nevada
$1.77M -$3.74M -37,716 -68%
FCA
107
Fortis Capital Advisors
Kansas
$1.77M -$3.74M -37,716 -68%
MA
108
MCF Advisors
Kentucky
$1.64M -$364K -3,670 -18%
AAS
109
Avantax Advisory Services
Texas
$1.63M +$600K +6,052 +58%
PCM
110
Parsons Capital Management
Rhode Island
$1.49M +$27.8K +280 +2%
Stifel Financial
111
Stifel Financial
Missouri
$1.45M +$886K +8,939 +157%
Mariner
112
Mariner
Kansas
$1.41M +$1.41M +14,260 New
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$1.39M +$1.15M +11,609 +486%
RA
114
RiverTree Advisors
Florida
$1.34M -$3.9M -39,335 -74%
CAL
115
Capital Advisors Ltd
Ohio
$1.33M +$203K +2,044 +18%
KBFS
116
Kohmann Bosshard Financial Services
Ohio
$1.3M +$69.4K +700 +6%
SSWM
117
Sheets Smith Wealth Management
North Carolina
$1.29M +$38.6K +389 +3%
SMG
118
Smart Money Group
Texas
$1.24M +$46.3K +467 +4%
CCFM
119
Clear Creek Financial Management
Washington
$1.21M +$116K +1,170 +11%
VFA
120
Values First Advisors
Tennessee
$1.2M -$6.14M -61,958 -84%
WEG
121
World Equity Group
Illinois
$1.17M +$22.8K +230 +2%
KPWS
122
Kestra Private Wealth Services
Texas
$1.16M +$94.2K +950 +9%
JCM
123
Jacobi Capital Management
Pennsylvania
$1.16M -$483K -4,872 -29%
HFW
124
Horizon Family Wealth
Illinois
$1.12M +$14.5K +146 +1%
AWS
125
Atria Wealth Solutions
New York
$1.05M -$336K -3,388 -24%