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SPDR Portfolio Short Term Treasury ETF

391 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 135 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+15
Holders Change %
+3.99%
% of All Funds
5.2%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.45%
New
68
Increased
144
Reduced
135
Closed
45
Calls
$285M
Puts
$225M
Net Calls
+$59.4M
Net Calls Change
+$89.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$420K -$131K -4,524 -24%
GSC
252
Ground Swell Capital
South Carolina
$413K +$413K +14,223 New
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$410K -$81.3K -2,802 -17%
W
254
WorthPointe
California
$410K +$410K +14,116 New
WB
255
WesBanco Bank
West Virginia
$405K -$52.8K -1,819 -12%
KFGK
256
Keystone Financial Group (Kentucky)
Kentucky
$400K +$66.8K +2,301 +20%
VT
257
Vise Technologies
New York
$389K +$19.8K +684 +5%
LFG
258
Larson Financial Group
Missouri
$386K -$20.2K -698 -5%
AWM
259
AE Wealth Management
Kansas
$385K -$64.8K -2,233 -14%
FWP
260
Falcon Wealth Planning
California
$382K +$382K +13,170 New
AIM
261
Acropolis Investment Management
Missouri
$381K +$4.35K +150 +1%
KAS
262
Kestra Advisory Services
Texas
$371K +$22K +759 +6%
PCA
263
Pallas Capital Advisors
Massachusetts
$368K
HPC
264
HM Payson & Co
Maine
$364K +$68.4K +2,359 +23%
IA
265
IFP Advisors
Florida
$358K -$236K -8,127 -40%
FTS
266
Fifth Third Securities
Ohio
$357K +$357K +12,289 New
KPWS
267
Kestra Private Wealth Services
Texas
$347K -$1.07M -37,029 -76%
TIP
268
Tandem Investment Partners
New Jersey
$343K +$343K +11,829 New
PGFC
269
Peapack-Gladstone Financial Corp
New Jersey
$339K -$75.3K -2,600 -18%
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$339K -$207K -7,125 -38%
CWM
271
Congress Wealth Management
Massachusetts
$325K +$34.5K +1,188 +12%
ODA
272
One Degree Advisors
California
$323K -$9.62K -332 -3%
GWM
273
Geneos Wealth Management
Colorado
$320K -$1.31K -45 -0.4%
PWMG
274
Pinnacle Wealth Management Group
Michigan
$314K -$18.9K -650 -6%
CWM
275
Cranbrook Wealth Management
Michigan
$313K +$50K +1,724 +19%