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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 %
CA
151
Cetera Advisors
Colorado
$1.29M -$814K -28,343 -39%
AF
152
Allworth Financial
California
$1.28M -$121K -4,226 -9%
CJFS
153
Coulter & Justus Financial Services
Tennessee
$1.27M -$9.52M -331,592 -88%
ASN
154
Advisory Services Network
Georgia
$1.24M +$1.24M +43,319 New
LA
155
Lifeworks Advisors
Michigan
$1.24M +$1.01M +35,230 +451%
HS
156
Horan Securities
United States
$1.2M +$4.34K +151 +0.4%
GWM
157
Geneos Wealth Management
Colorado
$1.2M +$110K +3,842 +10%
OMC
158
Old Mission Capital
Illinois
$1.15M +$1.15M +39,895 New
KBFS
159
Kohmann Bosshard Financial Services
Ohio
$1.11M -$20.4K -712 -2%
AWS
160
Atria Wealth Solutions
New York
$1.08M -$818K -28,469 -43%
EIA
161
Eldridge Investment Advisors
New Hampshire
$1.06M +$1.06M +37,040 New
Comerica Bank
162
Comerica Bank
Texas
$1.04M +$1.04M +36,075 New
Prudential Financial
163
Prudential Financial
New Jersey
$1.02M +$470K +16,378 +86%
WWM
164
Western Wealth Management
Colorado
$993K +$34.5K +1,201 +4%
PWMG
165
Provence Wealth Management Group
California
$974K +$25.3K +882 +3%
ACG
166
Allen Capital Group
Nebraska
$939K +$444K +15,535 +90%
SW
167
Simplicity Wealth
New Jersey
$928K +$295K +10,284 +47%
Envestnet Portfolio Solutions
168
Envestnet Portfolio Solutions
Illinois
$910K +$910K +31,701 New
FIA
169
Foundations Investment Advisors
Arizona
$910K +$99.9K +3,478 +12%
3AM
170
3EDGE Asset Management
Florida
$879K +$37.8K +1,319 +4%
SAS
171
SMI Advisory Services
Indiana
$869K +$869K +30,294 New
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$853K +$68K +2,368 +9%
EK
173
Evensky & Katz
Florida
$811K -$322K -11,194 -28%
AFWM
174
AMJ Financial Wealth Management
Virginia
$781K -$215K -7,478 -22%
VAG
175
VisionPoint Advisory Group
Texas
$780K -$91.1K -3,172 -10%