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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 %
LFAS
126
Level Four Advisory Services
Texas
$617K -$2.41M -78,687 -80%
RWP
127
Ridgecrest Wealth Partners
California
$597K
IC
128
Innealta Capital
Texas
$587K +$587K +19,159 New
ACP
129
Aveo Capital Partners
Colorado
$577K +$5.82K +190 +1%
TSA
130
Tri-Star Advisors
Texas
$548K
W
131
WealthOne
New York
$530K +$44.3K +1,446 +9%
FT
132
Fiduciary Trust
Massachusetts
$521K -$36.8K -1,200 -7%
PWMAG
133
Pinnacle Wealth Management Advisory Group
New Jersey
$520K
PA
134
Pinnacle Associates
New York
$520K
OIA
135
Optimum Investment Advisors
Illinois
$508K
GVAG
136
Great Valley Advisor Group
Delaware
$503K
IAN
137
Integrated Advisors Network
Texas
$499K -$255K -8,325 -34%
MSFS
138
Main Street Financial Solutions
Pennsylvania
$499K
SFS
139
Sowell Financial Services
Arkansas
$494K
BOS
140
Bingham Osborn & Scarborough
California
$467K -$211K -6,900 -31%
BAM
141
Barrett Asset Management
New York
$459K
PA
142
Probity Advisors
Texas
$455K +$29.5K +963 +7%
CMBA
143
C.M. Bidwell & Associates
Hawaii
$451K +$20.1K +655 +5%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$444K -$181K -5,905 -29%
MC
145
Matisse Capital
Oregon
$444K +$444K +14,500 New
NWM
146
Northwest Wealth Management
Iowa
$422K -$6.58K -215 -2%
PG
147
Prostatis Group
Maryland
$409K -$53.7K -1,754 -12%
Citigroup
148
Citigroup
New York
$404K -$1.14M -37,114 -74%
PP
149
PrairieView Partners
Minnesota
$403K
BAM
150
Bruderman Asset Management
New York
$403K +$403K +13,148 New