SPTS icon

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 %
MWM
126
MY Wealth Management
Maryland
$2.06M -$2.49K -85 -0.1%
EPP
127
ETF Portfolio Partners
Kansas
$2.04M +$40.9K +1,399 +2%
BA
128
Bluesphere Advisors
Pennsylvania
$2.02M
SFC
129
Strategic Financial Concepts
Texas
$2M +$2M +68,395 New
HF
130
HRT Financial
New York
$1.97M +$1.97M +67,311 New
CCM
131
Canal Capital Management
Virginia
$1.95M +$1.95M +66,773 New
TCA
132
Transcend Capital Advisors
New Jersey
$1.89M +$1.89M +64,710 New
FHA
133
Flagship Harbor Advisors
Massachusetts
$1.89M -$10.9M -373,895 -85%
WWM
134
WJ Wealth Management
Arizona
$1.88M +$1.88M +64,475 New
BFG
135
Buttonwood Financial Group
Missouri
$1.79M +$1.79M +61,407 New
SOS
136
Silver Oak Securities
Tennessee
$1.75M -$6.69K -229 -0.4%
PIFP
137
Partners in Financial Planning
Virginia
$1.73M -$39.1K -1,339 -2%
AF
138
Allworth Financial
California
$1.7M -$182K -6,214 -10%
GLA
139
Good Life Advisors
Pennsylvania
$1.66M +$418K +14,302 +34%
Citadel Advisors
140
Citadel Advisors
Florida
$1.66M -$2.83M -96,748 -63%
GRP
141
Global Retirement Partners
California
$1.65M -$1.32M -45,153 -44%
Millennium Management
142
Millennium Management
New York
$1.63M +$1.63M +55,731 New
ASN
143
Advisory Services Network
Georgia
$1.59M +$1.42M +48,746 +878%
AWS
144
Atria Wealth Solutions
New York
$1.53M +$938K +32,081 +159%
TLFA
145
True Link Financial Advisors
California
$1.52M
1IA
146
1620 Investment Advisors
Massachusetts
$1.52M +$441K +15,079 +41%
KW
147
KWB Wealth
California
$1.48M -$16.1K -556 -1%
TCFP
148
Treasure Coast Financial Planning
Florida
$1.44M +$1.23M +41,935 +574%
NA
149
NewEdge Advisors
Louisiana
$1.42M +$252K +8,603 +22%
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
$1.41M