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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

359 hedge funds and large institutions have $4.99B invested in SPDR Portfolio Short Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 151 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+30
Holders Change %
+9.12%
% of All Funds
5.26%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.56%
New
75
Increased
103
Reduced
151
Closed
41
Calls
$794M
Puts
$858M
Net Calls
-$64.1M
Net Calls Change
+$379M

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
$101M
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.28B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$180M
4
Morgan Stanley
Morgan Stanley
New York
$134M
5
CA
Crane Advisory
California
$45.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$130M
2
SF
Synovus Financial
Georgia
$3.71M
3
RBA
Richard Bernstein Advisors
New York
$21M
4
Osaic Holdings
Osaic Holdings
Arizona
$42.2M
5
Ameriprise
Ameriprise
Minnesota
$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
226
Prosperity Wealth Management
California
$500K +$193K +6,658 +63%
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$499K -$1.01M -34,682 -67%
FEG
228
Financial Enhancement Group
Indiana
$498K +$498K +17,151 New
BRWA
229
B. Riley Wealth Advisors
Florida
$497K +$497K +17,125 New
ERIM
230
Eagle Ridge Investment Management
Connecticut
$493K – – –
PFS
231
Prospera Financial Services
Texas
$469K +$259K +8,904 +123%
RMAM
232
Raab & Moskowitz Asset Management
New Jersey
$464K -$4.36K -150 -0.9%
M1FG
233
Mach-1 Financial Group
Arkansas
$463K -$14.8K -509 -3%
CAG
234
Csenge Advisory Group
Florida
$460K +$460K +15,825 New
SAG
235
SageView Advisory Group
California
$457K – – –
UWM
236
USAdvisors Wealth Management
Minnesota
$454K +$454K +15,636 New
AWMS
237
Advocacy Wealth Management Services
Georgia
$450K +$49.4K +1,699 +12%
AWM
238
Avior Wealth Management
Nebraska
$406K +$1.8K +62 +0.4%
OPS
239
Orion Portfolio Solutions
Nebraska
$403K -$63.8K -2,198 -14%
BCI
240
Brinker Capital Investments
Pennsylvania
$403K -$63.8K -2,198 -14%
AFWM
241
Abich Financial Wealth Management
Virginia
$391K +$391K +13,471 New
SOS
242
Silver Oak Securities
Tennessee
$384K -$24K -825 -6%
Prudential Financial
243
Prudential Financial
New Jersey
$383K -$648K -22,293 -63%
HR
244
Howe & Rusling
New York
$380K +$6.16K +212 +2%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$377K +$377K +12,980 New
FFA
246
Farther Finance Advisors
California
$376K +$376K +12,927 New
MAG
247
Mayfair Advisory Group
Alabama
$375K -$234K -8,069 -38%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$373K -$199K -6,865 -35%
MCC
249
Money Concepts Capital
Florida
$372K +$91K +3,132 +32%
PCA
250
Pallas Capital Advisors
Massachusetts
$372K +$372K +12,794 New
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