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SPDR Portfolio Short Term Treasury ETF

328 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
5.17%
Holding in Top 10
29
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-19.44%
% of All Funds
0.46%
New
39
Increased
133
Reduced
121
Closed
37
Calls
$499M
Puts
$766M
Net Calls
-$267M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
226
Waterloo Capital
Texas
$392K +$392K +13,621 New
SWA
227
Stratos Wealth Advisors
Ohio
$380K -$762K -26,481 -67%
WI
228
WBI Investments
New Jersey
$372K -$47.8K -1,662 -11%
KWA
229
KCS Wealth Advisory
California
$361K +$91.8K +3,188 +34%
GFA
230
Gallagher Fiduciary Advisors
Illinois
$355K -$98.6K -3,424 -22%
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$353K +$349K +12,116 +8,909%
CWM
232
Congress Wealth Management
Massachusetts
$347K -$14.9K -518 -4%
PA
233
PFG Advisors
Arizona
$331K
1832 Asset Management
234
1832 Asset Management
Ontario, Canada
$325K +$2.68K +93 +0.8%
AWM
235
Accurate Wealth Management
Florida
$324K +$38.4K +1,331 +13%
PWMG
236
Pinnacle Wealth Management Group
Michigan
$324K -$17.4K -605 -5%
DADC
237
D.A. Davidson & Co
Montana
$322K +$19.6K +680 +6%
FIM
238
FWL Investment Management
Texas
$320K -$25K -869 -7%
CWM
239
Collaborative Wealth Management
Florida
$315K -$193K -6,716 -38%
PA
240
Probity Advisors
Texas
$313K +$313K +10,857 New
Creative Planning
241
Creative Planning
Kansas
$308K -$38.1K -1,324 -11%
MKA
242
M. Kulyk & Associates
Georgia
$304K -$62.5K -2,171 -17%
NWM
243
Northwest Wealth Management
Iowa
$294K +$2.16K +75 +0.7%
BJL
244
Brighton Jones LLC
Washington
$292K +$2.53K +88 +0.9%
HPC
245
Hobart Private Capital
North Carolina
$286K +$35.5K +1,232 +14%
GG
246
Golden Green
South Carolina
$285K -$5.7K -198 -2%
CIC
247
Carnegie Investment Counsel
Ohio
$281K -$23.2K -807 -8%
MCC
248
Money Concepts Capital
Florida
$276K -$513K -17,834 -65%
FT
249
Fiduciary Trust
Massachusetts
$276K
FPW
250
Flagship Private Wealth
Massachusetts
$273K +$45.2K +1,569 +20%