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SPDR Portfolio Short Term Treasury ETF

330 hedge funds and large institutions have $4.66B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 122 increasing their positions, 107 reducing their positions, and 39 closing their positions.

Holders
330
Holders Change
+26
Holders Change %
+8.55%
% of All Funds
5.28%
Holding in Top 10
36
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.13%
% of All Funds
0.58%
New
70
Increased
122
Reduced
107
Closed
39
Calls
$658M
Puts
$908M
Net Calls
-$250M
Net Calls Change
-$79.9M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
76
DGS Capital Management
New Jersey
$5.86M +$255K +8,728 +5%
Goldman Sachs
77
Goldman Sachs
New York
$5.71M -$6.59M -225,315 -54%
TWP
78
Tempus Wealth Planning
California
$5.63M +$189K +6,464 +3%
SFG
79
StrategIQ Financial Group
Indiana
$5.59M +$2.15M +73,648 +63%
Stifel Financial
80
Stifel Financial
Missouri
$5.47M +$372K +12,717 +7%
MFP
81
Meridian Financial Partners
Virginia
$5.24M +$560K +19,255 +12%
MFG
82
Merit Financial Group
Georgia
$5.13M +$3.43M +117,320 +202%
BFG
83
Barber Financial Group
Kansas
$5.07M +$318K +10,883 +7%
SWM
84
SigFig Wealth Management
California
$4.98M -$416K -13,565 -8%
QC
85
Quent Capital
New York
$4.93M +$1.02M +34,982 +26%
GKWIM
86
Gerber Kawasaki Wealth & Investment Management
California
$4.92M +$283K +9,677 +6%
AAS
87
Avantax Advisory Services
Texas
$4.82M +$3.69M +126,105 +326%
MBTD
88
Mechanics Bank - Trust Department
California
$4.8M +$1.1M +37,500 +30%
CFGS
89
Concourse Financial Group Securities
Alabama
$4.76M -$200K -6,826 -4%
VCM
90
Vivaldi Capital Management
Illinois
$4.63M -$1.56M -53,526 -25%
GPWA
91
Great Point Wealth Advisors
Massachusetts
$4.51M -$252K -8,621 -5%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$4.07M +$4.07M +139,096 New
AFG
93
Altiora Financial Group
Ohio
$3.88M +$204K +6,965 +6%
B
94
Bailard
California
$3.72M +$93.4K +3,195 +3%
AWM
95
Aries Wealth Management
Maine
$3.25M -$248K -8,500 -7%
MD
96
Money Design
Japan
$3.23M +$2.18M +74,599 +207%
VAS
97
Vestmark Advisory Solutions
Massachusetts
$3.18M +$3.18M +108,760 New
CWA
98
Centennial Wealth Advisory
Michigan
$3.18M +$321K +10,996 +11%
FFG
99
Fullen Financial Group
Ohio
$3.16M -$26.3K -900 -0.8%
APA
100
Astoria Portfolio Advisors
New York
$3.04M +$101K +3,464 +3%