SPTS icon

SPDR Portfolio Short Term Treasury ETF

329 hedge funds and large institutions have $5.09B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.25%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.57%
New
47
Increased
120
Reduced
127
Closed
45
Calls
$491M
Puts
$934M
Net Calls
-$443M
Net Calls Change
-$176M
Name Holding Trade Value Shares
Change
Shares
Change %
PWG
226
Portside Wealth Group
Utah
$400K -$32.4K -1,128 -7%
AWM
227
Avior Wealth Management
Nebraska
$400K -$77.9K -2,714 -16%
AWMS
228
Advocacy Wealth Management Services
Georgia
$396K
VT
229
Vise Technologies
New York
$396K -$13.9K -485 -3%
WI
230
WBI Investments
New Jersey
$383K +$12.1K +420 +3%
HR
231
Howe & Rusling
New York
$369K +$236K +8,219 +177%
WIC
232
Woodmont Investment Counsel
Tennessee
$363K +$363K +12,647 New
AWM
233
Accurate Wealth Management
Florida
$361K +$39.6K +1,381 +12%
AIM
234
Acropolis Investment Management
Missouri
$353K +$353K +12,300 New
CSPIA
235
Cary Street Partners Investment Advisory
Virginia
$348K -$3.82K -133 -1%
ACM
236
AlphaStar Capital Management
North Carolina
$346K -$757K -26,368 -69%
CWM
237
Congress Wealth Management
Massachusetts
$345K -$775 -27 -0.2%
PWMG
238
Pinnacle Wealth Management Group
Michigan
$323K
1832 Asset Management
239
1832 Asset Management
Ontario, Canada
$321K -$2.79K -97 -0.9%
CWM
240
Collaborative Wealth Management
Florida
$318K +$3.94K +137 +1%
PA
241
Probity Advisors
Texas
$307K -$5.14K -179 -2%
PWM
242
Prosperity Wealth Management
California
$303K +$75.1K +2,616 +33%
FIM
243
FWL Investment Management
Texas
$302K -$17.4K -606 -5%
KWA
244
KCS Wealth Advisory
California
$302K -$59K -2,055 -16%
NWM
245
Northwest Wealth Management
Iowa
$294K +$1.29K +45 +0.4%
CIC
246
Carnegie Investment Counsel
Ohio
$287K +$6.18K +215 +2%
BJL
247
Brighton Jones LLC
Washington
$284K -$7.38K -257 -3%
FHC
248
First Heartland Consultants
Missouri
$283K -$350K -12,216 -55%
MCC
249
Money Concepts Capital
Florida
$278K +$2.01K +70 +0.7%
TWM
250
TMD Wealth Management
Arizona
$271K +$271K +9,421 New