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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.

New
Increased
Maintained
Reduced
Closed
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 %
CP
101
Castleview Partners
Texas
$2.98M +$236K +8,057 +9%
TC
102
TownSquare Capital
Utah
$2.95M -$106K -3,616 -3%
AI
103
Atria Investments
North Carolina
$2.85M +$1.33M +45,616 +88%
RJA
104
Raymond James & Associates
Florida
$2.79M +$381K +13,040 +16%
GEA
105
Glen Eagle Advisors
New Jersey
$2.72M -$838K -28,676 -24%
WEG
106
World Equity Group
Illinois
$2.7M -$35.9M -87,580 -93%
RWA
107
Roberts Wealth Advisors
California
$2.62M +$14K +480 +0.5%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$2.61M +$131K +4,473 +5%
PWG
109
Private Wealth Group
Florida
$2.6M -$18.6K -635 -0.7%
PCA
110
Providence Capital Advisors
North Carolina
$2.59M +$40.7K +1,391 +2%
TSS
111
Two Sigma Securities
New York
$2.58M +$1.1M +37,707 +74%
MML Investors Services
112
MML Investors Services
Massachusetts
$2.51M -$1.56M -53,282 -38%
IA
113
IFP Advisors
Florida
$2.48M -$2.84M -96,304 -53%
PFP
114
Pinnacle Financial Partners
Tennessee
$2.46M +$380K +13,016 +18%
MFT
115
Moisand Fitzgerald Tamayo
Florida
$2.44M +$301K +10,281 +14%
RA
116
RFG Advisory
Alabama
$2.43M +$14.8K +508 +0.6%
RI
117
Rinkey Investments
California
$2.39M -$627K -21,466 -21%
ACM
118
AlphaStar Capital Management
North Carolina
$2.39M +$1.16M +39,759 +94%
CA
119
Cetera Advisors
Colorado
$2.33M +$245K +8,393 +12%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$2.31M -$1.39M -47,712 -38%
OIA
121
OneDigital Investment Advisors
Kansas
$2.31M +$2.31M +79,063 New
WI
122
WrapManager Inc
California
$2.29M +$62.9K +2,152 +3%
AAP
123
Arax Advisory Partners
Colorado
$2.29M +$3.33K +114 +0.1%
KPWS
124
Kestra Private Wealth Services
Texas
$2.12M -$69.7K -2,386 -3%
OWM
125
OneAscent Wealth Management
Alabama
$2.07M +$2.07M +70,681 New