SPTS icon

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 %
NA
226
NewEdge Advisors
Louisiana
$572K -$407K -14,023 -42%
CIA
227
Concurrent Investment Advisors
Florida
$555K +$153K +5,279 +38%
FAIM
228
Financial Advocates Investment Management
Washington
$542K +$16.4K +565 +3%
FRA
229
Front Row Advisors
California
$541K
SFS
230
Sowell Financial Services
Arkansas
$541K -$104K -3,571 -16%
HPIA
231
Hamilton Point Investment Advisors
North Carolina
$526K +$526K +18,120 New
MFA
232
Mayflower Financial Advisors
Massachusetts
$524K
RWM
233
Revisor Wealth Management
Ohio
$523K +$523K +17,525 New
SPIA
234
Steward Partners Investment Advisory
New York
$523K +$495K +17,060 +1,757%
HNB
235
Huntington National Bank
Ohio
$523K -$573K
EK
236
Evensky & Katz
Florida
$512K +$6.94K +239 +1%
FFA
237
Farther Finance Advisors
California
$511K -$1.26M -43,497 -71%
CCA
238
Clearwater Capital Advisors
Illinois
$508K +$508K +17,503 New
Betterment LLC
239
Betterment LLC
New York
$506K +$247K +8,517 +96%
APC
240
Aspire Private Capital
North Carolina
$505K +$76.6K +2,639 +18%
RCS
241
Retirement Capital Strategies
California
$500K +$500K +17,229 New
FEG
242
Financial Enhancement Group
Indiana
$496K +$496K +17,135 New
ERIM
243
Eagle Ridge Investment Management
Connecticut
$492K
MCC
244
Money Concepts Capital
Florida
$489K +$236K +8,151 +94%
BTI
245
Blue Trust Inc
Georgia
$485K +$395K +13,617 +439%
TI
246
TrueMark Investments
Illinois
$478K +$137K +4,726 +40%
SP
247
Successful Portfolios
Florida
$477K -$14K -481 -3%
CFG
248
Cornerstone Financial Group
Nebraska
$472K +$472K +16,261 New
TFP
249
Traction Financial Partners
Wyoming
$463K -$60K -2,068 -11%
CTFG
250
Capstone Triton Financial Group
Oklahoma
$458K