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SPDR Portfolio Short Term Treasury ETF

376 hedge funds and large institutions have $5.1B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 162 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+17
Holders Change %
+4.74%
% of All Funds
5.44%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.51%
New
49
Increased
162
Reduced
121
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
226
Front Row Advisors
California
$548K
FAIM
227
Financial Advocates Investment Management
Washington
$533K +$166K +5,659 +45%
MFA
228
Mayflower Financial Advisors
Massachusetts
$531K
TFP
229
Traction Financial Partners
Wyoming
$530K -$19K -646 -3%
EK
230
Evensky & Katz
Florida
$512K -$368K -12,509 -42%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$510K -$92.4K -3,142 -15%
ERIM
232
Eagle Ridge Investment Management
Connecticut
$499K
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$498K -$5.65M -191,849 -92%
SP
234
Successful Portfolios
Florida
$497K -$5.62K -191 -1%
WB
235
WesBanco Bank
West Virginia
$464K +$157K +5,355 +51%
CTFG
236
Capstone Triton Financial Group
Oklahoma
$464K +$2.94K +100 +0.6%
AWM
237
AE Wealth Management
Kansas
$456K -$15.7M -533,776 -97%
MW
238
Maia Wealth
Colorado
$440K +$170K +5,811 +63%
APC
239
Aspire Private Capital
North Carolina
$435K -$30.9K -1,052 -7%
FPAS
240
Focus Partners Advisor Solutions
Missouri
$424K +$160K +5,455 +61%
PGFC
241
Peapack-Gladstone Financial Corp
New Jersey
$421K -$32.4K -1,100 -7%
GS
242
GTS Securities
New York
$418K -$2.84M -96,578 -87%
LFG
243
Larson Financial Group
Missouri
$412K -$8.74K -297 -2%
CIA
244
Concurrent Investment Advisors
Florida
$407K +$149K +5,062 +58%
AA
245
AlphaQ Advisors
Florida
$402K -$1.18M -40,155 -75%
AIM
246
Acropolis Investment Management
Missouri
$382K +$20.6K +700 +6%
VT
247
Vise Technologies
New York
$374K -$98.8K -3,359 -21%
PCA
248
Pallas Capital Advisors
Massachusetts
$370K
Prudential Financial
249
Prudential Financial
New Jersey
$367K -$121K -4,120 -25%
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
$359K +$2.94K +100 +0.8%