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SPDR Portfolio Short Term Treasury ETF

328 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
5.17%
Holding in Top 10
29
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-19.44%
% of All Funds
0.46%
New
39
Increased
133
Reduced
121
Closed
37
Calls
$499M
Puts
$766M
Net Calls
-$267M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
201
Front Row Advisors
California
$537K
AFP
202
Ausdal Financial Partners
Iowa
$536K -$5.84K -203 -1%
WAS
203
Winch Advisory Services
Wisconsin
$534K +$4.12K +143 +0.8%
RMAM
204
Raab & Moskowitz Asset Management
New Jersey
$532K -$191K -6,638 -26%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$529K +$265K +9,207 +100%
KPWS
206
Kestra Private Wealth Services
Texas
$524K -$1.56M -54,185 -75%
TSA
207
Tri-Star Advisors
Texas
$516K
ACG
208
Allen Capital Group
Nebraska
$498K +$200K +6,950 +67%
Citadel Advisors
209
Citadel Advisors
Florida
$496K -$1.14M -39,453 -70%
FFW
210
Fusion Family Wealth
New York
$491K +$491K +17,063 New
ERIM
211
Eagle Ridge Investment Management
Connecticut
$488K
AWM
212
Avior Wealth Management
Nebraska
$479K -$27.6K -960 -5%
CA
213
Continuum Advisory
Idaho
$476K -$152K -5,278 -24%
VWA
214
V Wealth Advisors
Kansas
$473K +$62.4K +2,166 +15%
PP
215
Patron Partners
Texas
$472K -$2.71K -94 -0.6%
SOS
216
Silver Oak Securities
Tennessee
$452K -$1.27M -43,992 -74%
IA
217
IFG Advisory
Georgia
$437K +$236K +8,186 +117%
PWG
218
Portside Wealth Group
Utah
$433K +$433K +15,055 New
TW
219
TrinityPoint Wealth
Connecticut
$426K +$5.93K +206 +1%
PCA
220
Prosperity Capital Advisors
Ohio
$420K -$1.56K -54 -0.4%
BPA
221
Beacon Pointe Advisors
California
$419K +$419K +14,555 New
VT
222
Vise Technologies
New York
$411K +$48.8K +1,694 +13%
AWMS
223
Advocacy Wealth Management Services
Georgia
$397K -$154K -5,332 -28%
OPS
224
Orion Portfolio Solutions
Nebraska
$395K -$56.7K -1,969 -13%
BCI
225
Brinker Capital Investments
Pennsylvania
$395K -$56.7K -1,969 -13%