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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 %
Lido Advisors
251
Lido Advisors
California
$362K -$315K -10,855 -47%
WWG
252
West Wealth Group
California
$360K +$360K +12,409 New
AIM
253
Acropolis Investment Management
Missouri
$357K – – –
CSPIA
254
Cary Street Partners Investment Advisory
Virginia
$352K – – –
HGERS
255
Householder Group Estate & Retirement Specialist
Arizona
$352K +$325K +11,230 +1,219%
AFWM
256
AMJ Financial Wealth Management
Virginia
$346K -$443K -15,254 -56%
Corient Private Wealth
257
Corient Private Wealth
Florida
$344K -$1.1M -37,932 -76%
WS
258
Wedbush Securities
California
$342K +$342K +11,766 New
WI
259
WBI Investments
New Jersey
$340K -$48K -1,652 -12%
PWG
260
Portside Wealth Group
Utah
$334K -$70.4K -2,425 -17%
JWM
261
JGP Wealth Management
Oregon
$334K +$334K +11,500 New
1832 Asset Management
262
1832 Asset Management
Ontario, Canada
$332K +$6.59K +227 +2%
WWA
263
WCG Wealth Advisors
Nevada
$329K +$329K +11,342 New
PWMG
264
Pinnacle Wealth Management Group
Michigan
$317K -$9.76K -336 -3%
PP
265
Patron Partners
Texas
$310K -$175K -6,039 -36%
CIC
266
Carnegie Investment Counsel
Ohio
$301K +$10.7K +367 +4%
ACM
267
AlphaStar Capital Management
North Carolina
$297K -$53.7K -1,848 -15%
SWP
268
Strategic Wealth Partners
Ohio
$295K +$30.9K +1,062 +12%
CWM
269
Congress Wealth Management
Massachusetts
$292K -$57.2K -1,970 -16%
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$291K -$570K -19,654 -66%
PCA
271
Prosperity Capital Advisors
Ohio
$290K -$142K -4,878 -33%
WT
272
Whittier Trust
California
$288K +$288K +9,932 New
CSWG
273
Cardinal Strategic Wealth Guidance
Kentucky
$287K +$50.9K +1,752 +22%
FIM
274
FWL Investment Management
Texas
$284K -$21.2K -730 -7%
RW
275
REDW Wealth
New Mexico
$284K -$261K -9,000 -48%
9 10
11
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