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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

344 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 128 increasing their positions, 143 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
-15
Holders Change %
-4.18%
% of All Funds
4.99%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
37
Increased
128
Reduced
143
Closed
44
Calls
$735M
Puts
$576M
Net Calls
+$160M
Net Calls Change
+$224M

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$627M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.39B
3
GI
3
GLOBALT Investments
Georgia
$136M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$33.7M
5
Wells Fargo
5
Wells Fargo
California
$63.4M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$101M
3
LPL Financial
3
LPL Financial
California
$206M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
226
Raab & Moskowitz Asset Management
New Jersey
$431K -$30.5K -1,055 -7%
VT
227
Vise Technologies
New York
$430K -$100K -3,462 -19%
GWM
228
Geneos Wealth Management
Colorado
$419K -$874K -30,229 -68%
BCI
229
Brinker Capital Investments
Pennsylvania
$413K +$11K +382 +3%
OPS
230
Orion Portfolio Solutions
Nebraska
$413K +$11K +382 +3%
KPWS
231
Kestra Private Wealth Services
Texas
$410K -$112K -3,868 -21%
AAS
232
Ameritas Advisory Services
Nebraska
$381K +$381K +13,282 New
AWA
233
Arete Wealth Advisors
Illinois
$376K -$313K -10,827 -45%
PCA
234
Pallas Capital Advisors
Massachusetts
$370K – – –
SWP
235
Significant Wealth Partners
Illinois
$364K +$364K +12,603 New
APC
236
Aspire Private Capital
North Carolina
$363K +$190K +6,583 +111%
Prudential Financial
237
Prudential Financial
New Jersey
$360K -$20.7K -715 -5%
BBHC
238
Brown Brothers Harriman & Co
New York
$357K +$357K +12,329 New
AIM
239
Acropolis Investment Management
Missouri
$356K – – –
CIC
240
Carnegie Investment Counsel
Ohio
$355K +$55.9K +1,933 +19%
CSPIA
241
Cary Street Partners Investment Advisory
Virginia
$350K – – –
Corient Private Wealth
242
Corient Private Wealth
Florida
$348K +$6.02K +208 +2%
1832 Asset Management
243
1832 Asset Management
Ontario, Canada
$342K +$12.1K +418 +4%
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$335K -$11.2M -386,328 -97%
FAIM
245
Financial Advocates Investment Management
Washington
$331K +$331K +11,428 New
SOS
246
Silver Oak Securities
Tennessee
$321K -$60.8K -2,101 -16%
PWMG
247
Pinnacle Wealth Management Group
Michigan
$316K – – –
Lido Advisors
248
Lido Advisors
California
$313K -$47.7K -1,649 -13%
M1FG
249
Mach-1 Financial Group
Arkansas
$311K -$150K -5,200 -33%
PCA
250
Prosperity Capital Advisors
Ohio
$305K +$16.3K +565 +6%
8 9
10
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