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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 %
DCM
76
DGS Capital Management
New Jersey
$5.92M +$142K +4,928 +2%
QC
77
Quent Capital
New York
$5.75M +$887K +30,805 +18%
PWG
78
Private Wealth Group
Florida
$5.67M +$3.12M +108,219 +122%
SFG
79
StrategIQ Financial Group
Indiana
$5.67M +$164K +5,713 +3%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$5.38M -$5.29M -183,721 -50%
BSW
81
Buckingham Strategic Wealth
Missouri
$5.19M +$3.85M +133,773 +288%
TF
82
Theory Financial
Colorado
$5.15M -$2.63M -91,268 -34%
ICMP
83
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.02M +$5.02M +174,532 New
AAS
84
Avantax Advisory Services
Texas
$4.96M +$212K +7,347 +4%
MFG
85
Merit Financial Group
Georgia
$4.94M -$116K -4,023 -2%
SWM
86
SigFig Wealth Management
California
$4.77M -$228K -7,405 -5%
MBTD
87
Mechanics Bank - Trust Department
California
$4.77M +$39.2K +1,362 +0.8%
AFG
88
Altiora Financial Group
Ohio
$4.7M +$874K +30,360 +23%
MD
89
Money Design
Japan
$4.5M +$1.32M +45,829 +41%
GPWA
90
Great Point Wealth Advisors
Massachusetts
$4.28M -$165K -5,725 -4%
HAS
91
HBW Advisory Services
California
$4.12M +$3.2M +111,133 +347%
PCIA
92
Prime Capital Investment Advisors
Kansas
$4.11M +$4.11M +142,925 New
MML Investors Services
93
MML Investors Services
Massachusetts
$4.06M +$1.59M +55,143 +64%
DF
94
Donoghue Forlines
Massachusetts
$4.04M -$3.33M -115,758 -45%
VCM
95
Vivaldi Capital Management
Illinois
$3.96M -$599K -20,796 -13%
TWP
96
Tempus Wealth Planning
California
$3.85M -$1.69M -58,847 -31%
VAS
97
Vestmark Advisory Solutions
Massachusetts
$3.84M +$712K +24,746 +23%
SPA
98
Sentinel Pension Advisors
Massachusetts
$3.65M -$19.6M -682,203 -84%
TFA
99
TPG Financial Advisors
Oregon
$3.36M -$5.35M -185,760 -61%
CFGS
100
Concourse Financial Group Securities
Alabama
$3.24M -$1.45M -50,244 -31%