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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 %
EFG
251
Ehrlich Financial Group
California
$318K +$318K +11,023 New
HPC
252
HM Payson & Co
Maine
$315K +$230K +7,960 +269%
1832 Asset Management
253
1832 Asset Management
Ontario, Canada
$315K -$26.6K -923 -8%
PWMG
254
Pinnacle Wealth Management Group
Michigan
$315K – – –
WB
255
WesBanco Bank
West Virginia
$301K +$301K +10,430 New
APW
256
Austin Private Wealth
Texas
$300K +$57.2K +1,980 +24%
IAA
257
Independent Advisor Alliance
North Carolina
$295K +$84.3K +2,920 +40%
PCA
258
Prosperity Capital Advisors
Ohio
$295K -$9.56K -331 -3%
CWM
259
Congress Wealth Management
Massachusetts
$289K -$664 -23 -0.2%
VAS
260
Vestmark Advisory Solutions
Massachusetts
$287K -$4.82M -167,017 -94%
M1FG
261
Mach-1 Financial Group
Arkansas
$280K -$30.3K -1,050 -10%
MKA
262
M. Kulyk & Associates
Georgia
$277K – – –
AFWM
263
Abich Financial Wealth Management
Virginia
$276K +$85.5K +2,963 +45%
NWM
264
Northwest Wealth Management
Iowa
$269K -$7.51K -260 -3%
MW
265
Maia Wealth
Colorado
$268K +$268K +9,262 New
TSS
266
Two Sigma Securities
New York
$267K -$800K -27,711 -75%
RW
267
REDW Wealth
New Mexico
$264K -$28.1K -973 -10%
FPAS
268
Focus Partners Advisor Solutions
Missouri
$259K – – –
CWM
269
Cranbrook Wealth Management
Michigan
$256K +$199K +6,886 +349%
SOS
270
Silver Oak Securities
Tennessee
$255K -$65.2K -2,260 -20%
CIA
271
Concurrent Investment Advisors
Florida
$254K +$254K +8,785 New
CA
272
CGN Advisors
Kansas
$249K +$37.2K +1,290 +18%
Betterment LLC
273
Betterment LLC
New York
$247K +$17.1K +592 +7%
CAG
274
Csenge Advisory Group
Florida
$237K -$3.61K -125 -1%
ONB
275
Old National Bancorp
Indiana
$236K +$236K +8,182 New
9 10
11
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