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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 %
PC
276
Pecaut & Co
Iowa
$73.4K
VWM
277
Valley Wealth Managers
New Jersey
$68.6K
NFSG
278
Newbridge Financial Services Group
Florida
$64.4K -$29.9K -1,040 -32%
CHA
279
Carmichael Hill & Associates
Maryland
$64K +$64K +2,227 New
GIA
280
GHP Investment Advisors
Colorado
$59.4K +$59.4K +2,072 New
FWM
281
Focused Wealth Management
New York
$58.6K -$603 -21 -1%
TPCW
282
TD Private Client Wealth
New York
$54.5K
CSWM
283
Cassady Schiller Wealth Management
Ohio
$53K
AF
284
Advisornet Financial
Minnesota
$52.8K
Fidelity Investments
285
Fidelity Investments
Massachusetts
$47K +$20.6K +718 +78%
CFB
286
Cullen/Frost Bankers
Texas
$46.7K
CWP
287
Concord Wealth Partners
Virginia
$46K -$1.62M -56,325 -97%
WTC
288
WhitTier Trust Company
Nevada
$45.2K -$34.6K -1,204 -43%
AWM
289
Atticus Wealth Management
Florida
$38K -$36.4K -1,268 -49%
KA
290
Kozak & Associates
Colorado
$36.6K +$36.6K +1,277 New
JPMorgan Chase & Co
291
JPMorgan Chase & Co
New York
$34.1K -$1.84K -64 -5%
TSWM
292
Tyler-Stone Wealth Management
Ohio
$34K
EWM
293
EPG Wealth Management
Georgia
$30.3K +$287 +10 +1%
CWM
294
Cranbrook Wealth Management
Michigan
$29.9K
RCM
295
Raleigh Capital Management
North Carolina
$27.3K
BTI
296
Blue Trust Inc
Georgia
$27K +$23.4K +821 +652%
KFI
297
Key Financial Inc
Pennsylvania
$26.7K +$5.03K +175 +23%
HGERS
298
Householder Group Estate & Retirement Specialist
Arizona
$26.5K +$26.5K +921 New
US Bancorp
299
US Bancorp
Minnesota
$25.1K +$230 +8 +0.9%
SMA
300
Sage Mountain Advisors
Georgia
$23.1K