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SPDR Portfolio Short Term Treasury ETF

391 hedge funds and large institutions have $4.98B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 135 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+15
Holders Change %
+3.99%
% of All Funds
5.2%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.45%
New
68
Increased
144
Reduced
135
Closed
45
Calls
$285M
Puts
$225M
Net Calls
+$59.4M
Net Calls Change
+$89.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SAF
201
Smith Anglin Financial
Texas
$894K -$201K -6,945 -18%
Focus Partners Wealth
202
Focus Partners Wealth
Massachusetts
$865K +$55K +1,895 +7%
VAS
203
Vestmark Advisory Solutions
Massachusetts
$854K +$4.93K +170 +0.6%
MA
204
MKT Advisors
California
$844K +$44.8K +1,543 +6%
CMMS
205
Comprehensive Money Management Services
Florida
$818K +$818K +28,187 New
BCM
206
Brookstone Capital Management
Illinois
$796K -$1.1M -37,909 -58%
Citigroup
207
Citigroup
New York
$777K -$44.2K -1,524 -5%
BIM
208
Breakwater Investment Management
Washington
$775K -$56.9K -1,963 -7%
WCM
209
WealthTrak Capital Management
Virginia
$747K +$747K +25,740 New
OC
210
Optima Capital
Oregon
$728K +$728K +25,111 New
CA
211
Calton & Associates
Florida
$725K +$725K +25,000 New
WAS
212
Winch Advisory Services
Wisconsin
$718K -$61.7K -2,127 -8%
CWM
213
Collaborative Wealth Management
Florida
$697K +$34.1K +1,177 +5%
CAM
214
Clark Asset Management
New Hampshire
$689K +$107K +3,674 +18%
AF
215
Allworth Financial
California
$689K +$5.43K +187 +0.8%
BRWA
216
B. Riley Wealth Advisors
Florida
$674K +$30.7K +1,057 +5%
AFP
217
Ausdal Financial Partners
Iowa
$665K -$377K -12,987 -36%
Creative Planning
218
Creative Planning
Kansas
$650K -$294K -10,118 -31%
CL
219
Choreo LLC
Illinois
$646K +$105K +3,604 +19%
Citadel Advisors
220
Citadel Advisors
Florida
$627K +$627K +21,619 New
MW
221
Maia Wealth
Colorado
$626K +$188K +6,460 +43%
CNTOF
222
Canandaigua National Trust of Florida
New York
$594K +$594K +20,467 New
Comerica Bank
223
Comerica Bank
Texas
$581K -$193K -6,650 -25%
MSFS
224
Main Street Financial Solutions
Pennsylvania
$579K +$579K +19,963 New
HBS
225
Howard Bailey Securities
Indiana
$573K -$24.7K -851 -4%