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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 %
RW
251
REDW Wealth
New Mexico
$292K +$9.69K +335 +3%
JWM
252
JGP Wealth Management
Oregon
$291K -$41.5K -1,436 -12%
CWM
253
Congress Wealth Management
Massachusetts
$290K – – –
CCA
254
Clearwater Capital Advisors
Illinois
$289K +$23.7K +818 +9%
PP
255
Patron Partners
Texas
$283K -$25K -866 -8%
MCC
256
Money Concepts Capital
Florida
$278K -$91.6K -3,168 -25%
MKA
257
M. Kulyk & Associates
Georgia
$278K +$278K +9,601 New
NWM
258
Northwest Wealth Management
Iowa
$277K +$2.34K +81 +0.9%
FGAM
259
Financial Gravity Asset Management
Texas
$271K -$15.3M -528,348 -98%
AFWM
260
AMJ Financial Wealth Management
Virginia
$268K -$76.5K -2,647 -22%
SWP
261
Strategic Wealth Partners
Ohio
$268K -$25.9K -895 -9%
ACM
262
AlphaStar Capital Management
North Carolina
$268K -$27.3K -943 -9%
MA
263
Mutual Advisors
Nebraska
$260K -$277K -9,574 -52%
FPAS
264
Focus Partners Advisor Solutions
Missouri
$260K +$260K +8,974 New
PWG
265
Portside Wealth Group
Utah
$258K -$74.6K -2,578 -22%
AWMS
266
Advocacy Wealth Management Services
Georgia
$258K -$190K -6,557 -42%
BJL
267
Brighton Jones LLC
Washington
$252K -$26.3K -910 -9%
APW
268
Austin Private Wealth
Texas
$242K +$8.93K +310 +4%
CAG
269
Csenge Advisory Group
Florida
$241K -$217K -7,489 -47%
AMBIA
270
Allen Mooney & Barnes Investment Advisors
Georgia
$240K +$240K +8,344 New
CTA
271
Chesley Taft & Associates
Illinois
$236K – – –
AQR Capital Management
272
AQR Capital Management
Connecticut
$232K +$232K +8,009 New
Betterment LLC
273
Betterment LLC
New York
$230K +$230K +7,948 New
M&T Bank
274
M&T Bank
New York
$230K -$473K -16,341 -67%
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$218K -$72.5K -2,504 -25%
9 10
11
12 13