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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 %
WAS
201
Winch Advisory Services
Wisconsin
$582K +$49.9K +1,737 +9%
MFGM
202
Marshall Financial Group (Maryland)
Maryland
$576K +$25.6K +891 +5%
IAN
203
Integrated Advisors Network
Texas
$572K -$18.7K -650 -3%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$566K -$37.8K -1,316 -6%
WP
205
WealthSource Partners
California
$555K -$23K -800 -4%
RW
206
REDW Wealth
New Mexico
$539K -$154K -5,348 -22%
FRA
207
Front Row Advisors
California
$536K
AFP
208
Ausdal Financial Partners
Iowa
$523K -$11.2K -389 -2%
FMWA
209
Forvis Mazars Wealth Advisors
Missouri
$519K -$144K -5,025 -22%
TSA
210
Tri-Star Advisors
Texas
$515K
ERIM
211
Eagle Ridge Investment Management
Connecticut
$487K
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$486K -$41.9K -1,458 -8%
PP
213
Patron Partners
Texas
$480K +$8.87K +309 +2%
KPWS
214
Kestra Private Wealth Services
Texas
$477K -$45.9K -1,598 -9%
CA
215
Continuum Advisory
Idaho
$477K +$2.13K +74 +0.4%
M1FG
216
Mach-1 Financial Group
Arkansas
$473K -$77.5K -2,699 -14%
RMAM
217
Raab & Moskowitz Asset Management
New Jersey
$463K -$68K -2,368 -13%
OPS
218
Orion Portfolio Solutions
Nebraska
$463K +$68.3K +2,379 +17%
BCI
219
Brinker Capital Investments
Pennsylvania
$463K +$68.3K +2,379 +17%
TW
220
TrinityPoint Wealth
Connecticut
$448K +$23.2K +808 +5%
IA
221
IFG Advisory
Georgia
$443K +$6.46K +225 +1%
Creative Planning
222
Creative Planning
Kansas
$437K +$130K +4,534 +42%
PCA
223
Prosperity Capital Advisors
Ohio
$427K +$8.01K +279 +2%
SFS
224
Starfox Financial Services
Texas
$404K +$404K +14,022 New
SOS
225
Silver Oak Securities
Tennessee
$403K -$48.2K -1,678 -11%