SPTS icon

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 %
WFAG
51
Wescott Financial Advisory Group
Pennsylvania
$11.9M +$254K +8,838 +2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$11.7M +$267K +9,264 +2%
SWP
53
Stratos Wealth Partners
Ohio
$11.2M +$2.32M +80,585 +26%
Stifel Financial
54
Stifel Financial
Missouri
$11M +$5.57M +193,560 +103%
CJFS
55
Coulter & Justus Financial Services
Tennessee
$10.8M -$4.25M -147,764 -28%
EH
56
Equitable Holdings
New York
$10.2M +$1.66M +57,668 +20%
JSL
57
JT Stratford LLC
Georgia
$9.68M -$6.24M -216,699 -39%
TCFP
58
Treasure Coast Financial Planning
Florida
$9.58M +$8.16M +283,373 +575%
MNG
59
Manning & Napier Group
New York
$9.18M -$10.1M
GIA
60
Gladstone Institutional Advisory
Florida
$8.86M +$312K +10,823 +4%
CA
61
CoreCap Advisors
Michigan
$8.28M +$8.28M +287,513 New
SFM
62
Signet Financial Management
New Jersey
$8M +$528K +18,341 +7%
Citigroup
63
Citigroup
New York
$7.99M +$1.19M +41,437 +18%
TC
64
Trilogy Capital
California
$7.77M -$101K -3,496 -1%
SRSA
65
S.R. Schill & Associates
Washington
$7.57M +$466K +16,174 +7%
CAN
66
Cetera Advisor Networks
California
$6.81M +$160K +5,569 +2%
RI
67
Rinkey Investments
California
$6.8M +$4.44M +154,326 +188%
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$6.6M +$1.75M +60,946 +36%
RC
69
Roundview Capital
New Jersey
$6.46M -$71.9K -2,499 -1%
BL
70
Balentine LLC
Georgia
$6.46M +$27K +937 +0.4%
B
71
Bridgeworth
Alabama
$6.43M -$1.18M -41,032 -16%
FAFN
72
First Affirmative Financial Network
Colorado
$6.35M -$396K -13,742 -6%
Aberdeen Group
73
Aberdeen Group
United Kingdom
$6.31M
SW
74
SMART Wealth
Nebraska
$6M -$9.08M -315,535 -60%
MFP
75
Meridian Financial Partners
Virginia
$5.92M +$730K +25,355 +14%