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SPDR Portfolio Short Term Treasury ETF

248 hedge funds and large institutions have $2.96B invested in SPDR Portfolio Short Term Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+10
Holders Change %
+4.2%
% of All Funds
4.36%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.46%
New
37
Increased
74
Reduced
89
Closed
22
Calls
$387M
Puts
$372M
Net Calls
+$14.4M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
76
Lido Advisors
California
$2.63M -$2.01M -65,754 -43%
AAP
77
Arax Advisory Partners
Colorado
$2.55M -$497K -16,243 -16%
MFT
78
Moisand Fitzgerald Tamayo
Florida
$2.44M +$56.7K +1,850 +2%
Cerity Partners
79
Cerity Partners
New York
$2.24M -$259K -8,450 -10%
CWA
80
Clearview Wealth Advisors
Oregon
$2.06M -$712K -23,259 -26%
WCM
81
Wisconsin Capital Management
Wisconsin
$1.97M -$1.38M -45,000 -41%
RMAM
82
Raab & Moskowitz Asset Management
New Jersey
$1.96M -$39.7K -1,296 -2%
BCI
83
Brinker Capital Investments
Pennsylvania
$1.9M +$79.9K +2,608 +4%
ACM
84
AlphaStar Capital Management
North Carolina
$1.85M +$927K +30,358 +100%
Charles Schwab
85
Charles Schwab
California
$1.79M -$8.21K -268 -0.5%
AFP
86
Ausdal Financial Partners
Iowa
$1.77M -$119K -3,886 -6%
BFA
87
Brendel Financial Advisors
New Hampshire
$1.77M
ERIM
88
Eagle Ridge Investment Management
Connecticut
$1.72M +$687K +22,423 +67%
WP
89
WealthSource Partners
California
$1.71M -$137K -4,478 -7%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$1.62M -$96.3K -3,143 -6%
TLFA
91
True Link Financial Advisors
California
$1.61M +$153K +5,000 +11%
SPA
92
Sentinel Pension Advisors
Massachusetts
$1.57M -$125K -4,085 -7%
SWM
93
Spire Wealth Management
Virginia
$1.45M +$123 +4 +0%
IWM
94
IHT Wealth Management
Illinois
$1.32M -$1.18M -38,594 -47%
TAIM
95
TD Ameritrade Investment Management
Nebraska
$1.31M +$22.9K +745 +2%
WI
96
WBI Investments
New Jersey
$1.25M +$208K +6,967 +20%
TSS
97
Two Sigma Securities
New York
$1.23M -$463K -15,107 -27%
SPI
98
Santori & Peters Inc
Pennsylvania
$1.12M -$365K -11,910 -24%
GLA
99
Good Life Advisors
Pennsylvania
$1.12M +$6.98K +228 +0.6%
NHFG
100
New Harbor Financial Group
Massachusetts
$1.09M +$25.5K +834 +2%