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SPDR Bloomberg 3-12 Month T-Bill ETF

127 hedge funds and large institutions have $968M invested in SPDR Bloomberg 3-12 Month T-Bill ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
127
Holders Change
+64
Holders Change %
+101.59%
% of All Funds
2.03%
Holding in Top 10
14
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+180%
% of All Funds
0.22%
New
74
Increased
42
Reduced
10
Closed
9
Calls
$319K
Puts
$329K
Net Calls
-$10K
Net Calls Change
-$10K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$119M 1,197,720 +859,276 +254%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$104M 1,045,774 +637,301 +156%
Bank of America
3
Bank of America
North Carolina
$97.8M 982,029 +797,176 +431%
AWS
4
AJ Wealth Strategies
New York
$66.4M 666,841 +17,436 +3%
TWM
5
TMD Wealth Management
Arizona
$41M 411,880 +411,880 New
Renaissance Technologies
6
Renaissance Technologies
New York
$29.8M 298,700 +187,600 +169%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25.9M 259,535 +127,827 +97%
CIA
8
Choate Investment Advisors
Massachusetts
$24.4M 244,591 -278,508 -53%
Osaic Holdings
9
Osaic Holdings
Arizona
$23.9M 240,231 +131,649 +121%
WPW
10
Waldron Private Wealth
Pennsylvania
$23M 230,806 +230,806 New
DWM
11
Dakota Wealth Management
Florida
$19.2M 192,820 -8,714 -4%
EWA
12
EP Wealth Advisors
California
$19.1M 207,986 +207,986 New
BCMIO
13
Beacon Capital Management Inc (Ohio)
Ohio
$18M 180,902 +180,902 New
CAMG
14
CWA Asset Management Group
Florida
$16.4M 164,944 +132,432 +407%
SIG
15
Sargent Investment Group
Maryland
$16.2M 163,079 +163,079 New
WCAMG
16
Woodard & Company Asset Management Group
North Carolina
$15.1M 152,022 +152,022 New
ATPW
17
Ashton Thomas Private Wealth
Arizona
$14.3M 143,248 +143,248 New
FHA
18
Flagship Harbor Advisors
Massachusetts
$14.2M 142,607 +142,607 New
PAM
19
Peak Asset Management
Colorado
$14M 140,525 +140,525 New
KLI
20
Kelman-Lazarov Inc
Tennessee
$13.6M 136,880 +10,346 +8%
DWA
21
Delos Wealth Advisors
Texas
$12.2M 122,355 +122,355 New
EH
22
Equitable Holdings
New York
$10.5M 105,621 +105,621 New
CF
23
Centaurus Financial
California
$10.4M 104,384 +89,319 +593%
HighTower Advisors
24
HighTower Advisors
Illinois
$10.4M 104,080 +104,080 New
AC
25
AlphaCore Capital
California
$8.94M 89,770 +89,770 New