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SPDR Portfolio Short Term Treasury ETF
SPTS

Overview Fund Activity

359 hedge funds and large institutions have $3.83B invested in SPDR Portfolio Short Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 147 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+15
Holders Change %
+4.36%
% of All Funds
5.22%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
49
Increased
147
Reduced
127
Closed
28
Calls
$389M
Puts
$498M
Net Calls
-$108M
Net Calls Change
-$268M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$236M
2
RBA
Richard Bernstein Advisors
New York
$79.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$140M
4
HighTower Advisors
HighTower Advisors
Illinois
$56.6M
5
HWA
HHM Wealth Advisors
Tennessee
$22.7M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$117M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85.6M
3
PAG
Private Advisor Group
New Jersey
$39M
4
LPL Financial
LPL Financial
California
$190M
5
BCM
Brookstone Capital Management
Illinois
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
VT
226
Vise Technologies
New York
$464K +$34.2K +1,186 +8%
APC
227
Aspire Private Capital
North Carolina
$457K +$94.9K +3,287 +26%
FEG
228
Financial Enhancement Group
Indiana
$455K -$34.2K -1,175 -7%
BJL
229
Brighton Jones LLC
Washington
$454K +$202K +6,996 +80%
CTFG
230
Capstone Triton Financial Group
Oklahoma
$453K -$153K -5,309 -25%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$445K -$77K -2,665 -15%
Janney Montgomery Scott
232
Janney Montgomery Scott
Pennsylvania
$444K +$110K +3,806 +33%
MFT
233
Moisand Fitzgerald Tamayo
Florida
$426K -$173K -5,981 -29%
CCA
234
Clearwater Capital Advisors
Illinois
$414K +$125K +4,335 +43%
LFG
235
Larson Financial Group
Missouri
$413K -$55.2K -1,911 -12%
PFS
236
Prospera Financial Services
Texas
$402K -$240K -8,316 -37%
GWM
237
Geneos Wealth Management
Colorado
$391K -$27.8K -962 -7%
AWA
238
Arete Wealth Advisors
Illinois
$387K +$12K +416 +3%
RMAM
239
Raab & Moskowitz Asset Management
New Jersey
$376K -$54.9K -1,903 -13%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$373K -$70.8K -2,454 -16%
TI
241
TrueMark Investments
Illinois
$372K +$372K +12,901 New
PCA
242
Pallas Capital Advisors
Massachusetts
$367K -$3.39K -117 -0.9%
CL
243
Choreo LLC
Illinois
$366K +$366K +12,715 New
FAIM
244
Financial Advocates Investment Management
Washington
$359K +$29.5K +1,023 +9%
AIM
245
Acropolis Investment Management
Missouri
$355K – – –
CIC
246
Carnegie Investment Counsel
Ohio
$354K -$722 -25 -0.2%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$352K +$135K +4,665 +62%
CSPIA
248
Cary Street Partners Investment Advisory
Virginia
$350K – – –
Comerica Bank
249
Comerica Bank
Texas
$337K -$988K -34,209 -75%
Lido Advisors
250
Lido Advisors
California
$328K +$16.1K +556 +5%
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