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State Street SPDR Portfolio Short Term Treasury ETF

378 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 163 increasing their positions, 122 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 122

33% more capital invested

Capital invested by funds: $3.83B → $5.11B (+$1.28B)

5.15% more ownership

Funds ownership: 85.34%90.48% (+5.1%)

5% more funds holding

Funds holding: 361378 (+17)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

11% less call options, than puts

Call options by funds: $246M | Put options by funds: $277M

Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
5.43%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.5%
New
49
Increased
163
Reduced
122
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
26
Portland Global Advisors
Maine
$30.2M +$2.53M +86,769 +9%
Osaic Holdings
27
Osaic Holdings
Arizona
$30.1M -$8.08M -276,961 -21%
PAS
28
Park Avenue Securities
New York
$28.9M -$1.77M -60,584 -6%
AFAS
29
Acorn Financial Advisory Services
Virginia
$28.1M +$1.03M +35,461 +4%
Bank of Nova Scotia
30
Bank of Nova Scotia
Ontario, Canada
$27.7M +$5.44M +186,540 +25%
CFD
31
Creative Financial Designs
Indiana
$26.8M -$7.1M -243,443 -21%
FLPIM
32
F.L. Putnam Investment Management
Massachusetts
$25.1M +$24.9M +854,590 +537,478%
HWA
33
Heartwood Wealth Advisors
Virginia
$23.5M +$230K +7,878 +1%
NCM
34
Nelson Capital Management
California
$23.4M +$2.04M +69,809 +10%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$22.8M +$8.87M +304,017 +64%
BSWM
36
Boston Standard Wealth Management
Massachusetts
$20.8M -$498K -17,062 -2%
LJAC
37
L.J. Altfest & Co
New York
$18.9M +$253K +8,684 +1%
WCWM
38
Willow Creek Wealth Management
California
$18.9M +$249K +8,520 +1%
MAM
39
Madison Asset Management
Wisconsin
$17.8M -$214K -7,323 -1%
QC
40
Quent Capital
New York
$17.7M +$2.04M +69,788 +13%
ODIJL
41
One Day In July LLC
Vermont
$17.4M +$3.55M +121,752 +26%
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$16.7M +$2.18M +74,763 +15%
TC
43
Trilogy Capital
California
$16.3M +$1.16M +39,601 +8%
CGPCS
44
Capital Group Private Client Services
California
$16.3M +$16.1M +553,415 New
DRS
45
Deane Retirement Strategies
Louisiana
$16.1M +$16M +548,553 New
WIC
46
Woodmont Investment Counsel
Tennessee
$15.4M +$13.8M +473,826 +932%
EH
47
Equitable Holdings
New York
$15.2M +$4.88M +167,395 +48%
GPWA
48
Great Point Wealth Advisors
Massachusetts
$15.2M -$1.58M -54,243 -10%
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$14.6M +$907K +31,088 +7%
IPW
50
Impact Partnership Wealth
Georgia
$13.9M +$5.83M +199,883 +73%