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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 %
SWP
251
Strategic Wealth Partners
Ohio
$271K +$34.8K +1,207 +15%
WCM
252
Washington Capital Management
Washington
$264K +$264K +9,176 New
KFGK
253
Keystone Financial Group (Kentucky)
Kentucky
$261K +$261K +9,062 New
CF
254
Clarity Financial
Texas
$246K +$246K +8,558 New
KAS
255
Kestra Advisory Services
Texas
$237K +$237K +8,223 New
CTA
256
Chesley Taft & Associates
Illinois
$235K
CSWG
257
Cardinal Strategic Wealth Guidance
Kentucky
$234K
PWM
258
Prosperity Wealth Management
California
$228K +$7.4K +257 +3%
FW
259
FirstPurpose Wealth
Utah
$227K -$14.3K -498 -6%
LA
260
Lifeworks Advisors
Michigan
$225K -$787K -27,336 -78%
William Blair & Company
261
William Blair & Company
Illinois
$225K -$268K -9,304 -54%
SWM
262
Spire Wealth Management
Virginia
$222K +$1.58K +55 +0.7%
MWM
263
Meridian Wealth Management
Kentucky
$214K +$6.88K +239 +3%
LNC
264
Lincoln National Corp
Pennsylvania
$207K +$2.74K +95 +1%
Charles Schwab
265
Charles Schwab
California
$205K -$1.15K -40 -0.6%
CMBA
266
C.M. Bidwell & Associates
Hawaii
$205K
CFG
267
Carr Financial Group
Massachusetts
$204K
FWP
268
Falcon Wealth Planning
California
$201K -$2.99K -104 -1%
IGWM
269
ICA Group Wealth Management
Colorado
$167K -$411K -14,287 -71%
OLVIG
270
Oliver Lagore Vanvalin Investment Group
Michigan
$145K +$145K +5,031 New
HR
271
Howe & Rusling
New York
$134K +$134K +4,643 New
PP
272
PrairieView Partners
Minnesota
$124K -$4.87K -170 -4%
HI
273
Harbour Investments
Wisconsin
$111K +$72.8K +2,530 +193%
ODG
274
O'Dell Group
Ohio
$106K +$106K +3,695 New
NFSG
275
Newbridge Financial Services Group
Florida
$94.5K -$15K -522 -14%