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SPDR Portfolio Short Term Treasury ETF

329 hedge funds and large institutions have $5.09B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 127 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.25%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.57%
New
47
Increased
120
Reduced
127
Closed
45
Calls
$491M
Puts
$934M
Net Calls
-$443M
Net Calls Change
-$176M
Name Holding Trade Value Shares
Change
Shares
Change %
MFP
76
Meridian Financial Partners
Virginia
$6.82M +$932K +32,545 +16%
BL
77
Balentine LLC
Georgia
$6.52M +$70.1K +2,440 +1%
FAFN
78
First Affirmative Financial Network
Colorado
$6.37M +$36.2K +1,261 +0.6%
Renaissance Technologies
79
Renaissance Technologies
New York
$6.26M +$6.26M +218,075 New
DCM
80
DGS Capital Management
New Jersey
$6.07M +$166K +5,786 +3%
MD
81
Money Design
Japan
$5.97M +$1.47M +51,311 +33%
SFG
82
StrategIQ Financial Group
Indiana
$5.65M -$10.6K -370 -0.2%
AFG
83
Altiora Financial Group
Ohio
$5.62M +$934K +32,537 +20%
AWM
84
Austin Wealth Management
Texas
$5.52M +$5.52M +191,658 New
ICMP
85
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.34M +$332K +11,552 +7%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$5.23M -$138K -4,805 -3%
RC
87
Roundview Capital
New Jersey
$5.14M -$1.3M -45,434 -20%
MBTD
88
Mechanics Bank - Trust Department
California
$5.12M +$363K +12,625 +8%
Citigroup
89
Citigroup
New York
$4.9M -$3.06M -106,668 -38%
MML Investors Services
90
MML Investors Services
Massachusetts
$4.88M +$828K +28,835 +20%
TF
91
Theory Financial
Colorado
$4.82M -$311K -10,843 -6%
LWA
92
Lowe Wealth Advisors
Maryland
$4.82M +$3.01M +104,953 +167%
AAS
93
Avantax Advisory Services
Texas
$4.73M -$215K -7,472 -4%
MFG
94
Merit Financial Group
Georgia
$4.56M -$359K -12,487 -7%
SFC
95
Strategic Financial Concepts
Texas
$4.29M +$1.89M +65,842 +79%
BSW
96
Buckingham Strategic Wealth
Missouri
$4.25M -$924K -32,174 -18%
SWM
97
SigFig Wealth Management
California
$4.12M -$305K -10,698 -7%
Jane Street
98
Jane Street
New York
$4.06M +$4.06M +141,203 New
GPWA
99
Great Point Wealth Advisors
Massachusetts
$4.03M -$240K -8,370 -6%
TWP
100
Tempus Wealth Planning
California
$3.85M +$10.4K +361 +0.3%