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State Street SPDR Portfolio Short Term Treasury ETF

378 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 163 increasing their positions, 122 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 122

33% more capital invested

Capital invested by funds: $3.83B → $5.11B (+$1.28B)

5.15% more ownership

Funds ownership: 85.34%90.48% (+5.1%)

5% more funds holding

Funds holding: 361378 (+17)

3% less funds holding in top 10

Funds holding in top 10: 3635 (-1)

11% less call options, than puts

Call options by funds: $246M | Put options by funds: $277M

Holders
378
Holders Change
+17
Holders Change %
+4.71%
% of All Funds
5.43%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.5%
New
49
Increased
163
Reduced
122
Closed
29
Calls
$246M
Puts
$277M
Net Calls
-$30.5M
Net Calls Change
+$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$659M +$415M +14,216,578 +174%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$639M +$423K +14,502 +0.1%
RBA
3
Richard Bernstein Advisors
New York
$399M +$315M +10,791,895 +391%
State Street
4
State Street
Massachusetts
$354M +$19.8M +677,344 +6%
GI
5
GLOBALT Investments
Georgia
$272M +$133M +4,548,662 +97%
Ameriprise
6
Ameriprise
Minnesota
$257M +$219M +7,512,667 +621%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$211M +$67.6M +2,318,150 +48%
LPL Financial
8
LPL Financial
California
$187M -$6.5M -222,840 -3%
Cerity Partners
9
Cerity Partners
New York
$84M +$1.33M +45,475 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$71.6M -$15.4M -528,572 -18%
Morgan Stanley
11
Morgan Stanley
New York
$67.6M -$2.4M -82,316 -3%
UBS Group
12
UBS Group
Switzerland
$65.7M -$5.76M -197,562 -8%
Truist Financial
13
Truist Financial
North Carolina
$65.6M +$16.3M +557,110 +33%
GAG
14
GM Advisory Group
New York
$61.5M -$1.7M -58,439 -3%
MFG
15
Merit Financial Group
Georgia
$59.5M +$36M +1,234,065 +156%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$54.6M -$2.06M -70,663 -4%
HighTower Advisors
17
HighTower Advisors
Illinois
$53.7M -$3.85M -131,809 -7%
Wells Fargo
18
Wells Fargo
California
$53.5M +$4.34M +148,869 +9%
CA
19
Crane Advisory
California
$50.2M +$599K +20,526 +1%
Renaissance Technologies
20
Renaissance Technologies
New York
$48.3M +$19.3M +661,617 +68%
PAG
21
Private Advisor Group
New Jersey
$46.3M +$6.55M +224,599 +17%
CCFCSB
22
Cape Cod Five Cents Savings Bank
Massachusetts
$40.6M +$177K +6,081 +0.4%
ECM
23
Evergreen Capital Management
Washington
$39.8M -$9.82M -336,637 -20%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$32.6M -$165K -5,641 -0.5%
HWA
25
HHM Wealth Advisors
Tennessee
$31.4M +$8.24M +282,414 +36%